Oversees the financial analysis and reporting needed to provide Line of Business (LOB) and finance leadership with trends and comparisons on all financial matters, focusing on maximizing revenue growth, cost management, profitability, cash flow generation, and operational improvement
Reviews LOBs financial performances and provides strategic direction to teams by assisting with synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics
Manages forecasting and/or budgeting and compares current performance against plan, prior periods, and forecasts to evaluate current and future performance trajectory
Delegates and provides oversight to teams building financial management reports, presentations, and ad hoc analyses for LOBs and/or finance partners
Implements new and ongoing projects and strategic initiatives by helping to create new processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities
Builds, maintains, and manages partner relationships across the Finance division and implements policies and procedures that ensure integrity of the financials, sound controls, and effective procedures
Perform financial analysis and develop business cases in partnership with LOB teams, supporting investments, product enhancements, pricing changes, operational initiatives, and strategic opportunities.
Train, develop, and oversee work effort for seven to eight analysts
Produce profitability and valuation views for both new account volumes and existing portfolios.
Develop and expand the data portal reporting system, enabling customizable reporting for business partners.
Organize, structure, and automate data flows using Tableau and Alteryx to improve reporting efficiency and analytical consistency.

Requirements

Minimum of five years’ work experience
Strong communication ability
FP&A experience
Technical expertise - (SQL, Python, Essbase, SAP, Alteryx, Tableau, MicroStrategy, Excel modeling)
MBA
Leadership skills
Bachelor’s degree. Ideally in Finance, Accounting, Business Administration, Economics

Benefits

Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisforecastingbudgetingreportingdata analysisfinancial modelingbusiness case developmentprocess improvementprofitability analysisvaluation

Soft Skills

communicationleadershipstrategic directionteam managementrelationship managementtrainingoversightorganizational skillsanalytical thinkingproblem-solving

Certifications

MBABachelor's degree