Senior Financial Analyst
TEAM OVERVIEW:
FP&A is one most visible departments, serving as the bridge between the firm’s strategy and execution. The FP&A team serves as strategic business partners focused on providing actionable insights and recommendations that help business and finance executives make informed decisions and improve profitability. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
ROLE OVERVIEW:
You will collaborate with leaders in Finance, Corporate Development, and our Business Units to support our growth objectives. You will be responsible for creating analyses, financial models, management reporting, and robust forecasts. The team is integrally involved in strategic investment analysis, including the support of growth initiatives and business case analysis. We are looking for a dynamic and influential finance team member with strong business acumen, corporate & tech finance knowledge, and communication skills.
KEY RESPONSIBILITIES:
Strategic Business Partner
• Utilize data to tell a story and drive insights while tailoring messaging based on the audience
• Create accurate, compelling, and effective high-level presentations for executives
• Collaborate with varying levels of business leadership and Finance colleagues
• In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.
Forecasting and Analytics
• Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics
• Partner with peers in FP&A to develop an integrated driver-based volume forecasting models to support resource planning needs
• Support forecasting, expense management, & budget planning processes
REQUIREMENTS
• Bachelor’s degree in Finance, Business, or Economics (or a related quantitative discipline)
• 3+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics
WE VALUE
• Prior roles in FP&A, Treasury / Capital Management, Investment Banking / M&A, Consulting, and Accounting
• Experience in the Financial Services industry
• Excellent attention to detail and demonstrated ability to effectively communicate analysis to support business decisions
• Ability to construct dynamic and robust financial models that are purpose-built and adaptable allowing for quick adjustments
• Self-starters who dependable, can work independently, and run with asks that come with little initial direction
• Focus on continuous improvement in all financial related processes
The Company:
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
