Financial Analyst
ActiveCampaign
AWS
Director, FP&A / Modeling & Analytics
Ankura
full-time
Posted on:
Location Type: Hybrid
Location: California, Illinois, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $200,000 per year
Job Level
Lead
Tech Stack
ERPOraclePMPTableau
About the role
- Assess a finance organization’s vision and strategy, operating model, organization design, processes and technology; design and implement execution plans
- Establish business partnership through strategic long-range planning, budgeting, forecasting, and scenario modeling all enabled by technology
- Design management reporting packages with focus on key performance indicators to facilitate management and achievement of financial goals
- Leverage analytics and visualization tools to influence decision-making and predict business outcomes with data-driven insights (Tableau, PowerBI, Alteryx, etc.)
- Drive working capital improvements and greater transparency into cash flow reporting and forecasting
- Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations
- Serve as trusted partners delivering long-term value and results to a diverse clientele, work with private equity firms and corporate companies across industries
- Lead and motivate junior team members, train, coach, and mentor others
- Participate in business development, marketing, recruiting, and practice development activities
Requirements
- Strong intellectual curiosity and problem-solving skills with the ability to synthesize complex unstructured data rapidly and develop insights and recommendations
- Strong project management skills
- Excellent collaboration and communication skills: ability to work with clients, colleagues, and other stakeholders to define, influence, and drive change
- Ability to lead and motivate junior team members, promote innovation and diversity of thought, and train, coach, and mentor others
- Grit, passion, perseverance - ability to adapt to complex, dynamic situations and to deliver on commitments
- Participate in business development, marketing, recruiting, and practice development activities
- Expertise in Microsoft product suite
- Willingness to travel 70-80% of the time
- Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.
- Graduate of accredited 4-year college / university with educational concentration in relevant areas (finance, accounting, economics, corporate strategy, statistics, analytics) preferred but not required
- 5-8 years of experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring, Investment Banking or Private Equity
- Proficient in financial statement analysis, financial modeling, and/or data analytics
- 2-3 years minimum experience in client facing consulting roles (investment banking, financial advisory, or consulting)
- CPA (or technical/ GAAP accounting expertise), FP&AC, PMP, Six Sigma or master’s degree preferred but not required
- Modeling experience: 3-Statement, Long Range Plan, 13-Week Cash Flow
- Data analytics and visualization tools (e.g., Alteryx, Tableau, Power BI)
- General knowledge of financial ERP systems, business intelligence technologies, and other finance performance management tools (e.g., SAP, Oracle, NetSuite, Microsoft Dynamics, Workday Financials), including EPM (e.g., Hyperion Planning, Anaplan, Planful, Adaptive Insights)
Benefits
- The range does not include additional benefits outside of salary.
- Ankura is an Affirmative Action and Equal Opportunity Employer.
- Equal Employment Opportunity Posters and accommodations for disabled job seekers via accommodations@ankura.com or +1.312-583-2122.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planning and analysisfinancial modelingdata analyticsfinancial statement analysis3-statement modelinglong range planning13-week cash flow modelingcorporate strategyfinancial due diligencerestructuring
Soft skills
problem-solvingproject managementcollaborationcommunicationleadershipmentoringadaptabilityinnovationgritperseverance
Certifications
CPAFP&APMPSix Sigmamaster's degree
