About this role
Role Overview
- Develops financial forecasts/plans for a large and moderately complex to complex business area or expense category
- Develops and implements forecasting/planning process, and model improvement initiatives
- Independently prepares recurring or ad hoc financial reports and analysis or cost benefit analysis to support and provide insights for internal and external management decision-making
- Delivers moderately complex to complex financial research and value-added business decision support and recommends or implements solutions to key financial and operational opportunities
- Responsible for product assignments, product pricing, product profitability and ad hoc analysis
- Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization
- Acquires and applies intermediate knowledge of the business, its products and processes to resolve issues and navigate obstacles to deliver work product
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
- Bachelor's degree in Business, Accounting, Finance, Economics, or related field; OR 4 years of relevant education and/or experience
- 4 years experience conducting financial/accounting analysis, preparing financial reports, or financial plans and providing recommendations; OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA, or CFA designation and 2 years of financial / accounting analysis or related work experience
- Ability to communicate financial/accounting concepts
- Experience in a financial services environment
- Experience using Microsoft Office Excel for financial data analysis
- Experience working with financial/accounting technologies
- Understanding, application, and adherence to financial regulations and compliance
- Experience producing financial reports
- General knowledge of GAAP
Benefits
- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education