- As a Financial Associate in our Finance team, you will focus on defining, refining, and achieving set goals for our firm
- Your responsibilities include partnering across the firm to provide financial and strategic analysis, overseeing budgeting and forecasting, and delivering management reports
- You will handle financial control, analyze business metrics, and develop new reporting capabilities like dashboards
- Additionally, you will advise line of business CFOs on enhancing profitability and efficiency
- Your role involves analyzing and reconciling data, preparing reports, and streamlining processes through automation
- You will also contribute to developing business procedure recommendations and maintaining financial systems, while assisting with special projects as needed
Job Responsibilities
- Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting
- Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
- Report on efficiency, analytics, and strategy, including location strategy, span of control, reporting, and analytics
- Create financial business cases supporting business initiatives
- Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area
- Develop and track performance metrics, create presentations, and provide financial analysis on various topics to senior management
- Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets
- Help design new reports and dashboards to efficiently deliver the financial results to senior management
- Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities, and skills
- Bachelor's degree in Accounting, Finance or a subject of a technical nature
- Advanced skills in Excel and PowerPoint
- Proficiency with data mining/gathering and manipulation of data sets
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record for executing on special projects/assignments, often with little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Preferred qualifications, capabilities, and skills
- 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FPA Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely
