Director, Sales – Private Wealth Management
Elevate Aviation Group
Financial Analyst
Agero, Inc.
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
Visit company websiteSalary
💰 $70,370 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- Understands the full P&L performance and can tell the story around the results on a monthly and year-to-date basis.
- Manage and coordinate the reporting and forecasting of the Agero Contact Center costs. Key business partners include the COO and VP of Contact Center.
- Coordinates and manages the schedule for the annual plan, strategic plan and quarterly forecasts, providing insightful analytics and reporting.
- Responsible for the scheduling and managing the full close cycle.
- Establishes and manages procedures, goals, and priorities relating to financial management, budget, forecast and/or accounting while owning the process to ensure accurate accounting recognition practices.
- Participates in the preparation of various internal and external financial statements and reports.
- Provides thought leadership on key initiatives to meet company objectives.
- Delivers insightful dashboards to internal customers, providing top level snapshots on key performance indicators.
- Maintains a formal pulse on risks and opportunities and partners with team on appropriate actions required to minimize or offset risks and maximize opportunities.
- Acts as a catalyst for change, driving continuous improvement in efficiency, customer service and analytical support for strategic priorities.
- Reviews financial statements with management personnel of all levels including senior leadership.
Requirements
- 3+ years of financial analyst experience.
- Excellent history of cross functional interaction including but not limited to contact/call centers, technology, corporate controller, financial reporting, product development, delivery operations, legal, customer relations and sales.
- Detail oriented, organized, conscientious, strong written and oral communication skills, and strong analytical ability. Strong financial modeling capability.
- FP&A tool experience is a plus.
