Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics, and identify the cause of any unexpected variances
Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made
Develop and continually improve budgeting, financial projections, and operating forecast
Utilize business intelligence tooling to create dashboards and reports
Develop financial models and analyze them to support strategic initiatives
Dive deeply into financial data and become a subject matter expert to provide additional insights
Ad-hoc business performance reporting
Support finance and operations teams with data-driven analysis

Requirements

An entrepreneurial mindset, ambition, and outstanding organizational skills
Bachelor’s Degree in Accounting, Finance, Economics, Data Analytics, or related field
2-4 years of relevant experience in FP&A or similar analytical role
Experience building dashboards in Power BI or another Business Intelligence Platform (Tableau, etc.)
Experience with SQL, Big Query or other Cloud data technologies, or similar (bonus points for experience with programming languages such as Python or R or an ETL tool such as Alteryx)
Strong Microsoft Excel skills
Ability to mine large sets of data from multiple data sources to identify trends/variances and to structure sophisticated reports and financial models for decision support
Retrieve, consolidate, and analyze data from ERP System
Professional accounting/finance designation (CFA, CMA, CPA, etc.) a plus
Familiarity with corporate performance management systems (Adaptive, Anaplan, Vena, etc.) a plus
Broker-Dealer experience a plus
Dedication to maintaining strict confidentiality with respect to highly sensitive information.

Benefits

Health insurance
401(k) matching
Flexible work hours
Professional development opportunities
Discretionary bonuses

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial analysisbudgetingfinancial projectionsfinancial modelingdata analysisSQLPower BIMicrosoft ExcelETLdata mining

Soft Skills

entrepreneurial mindsetorganizational skillsambitionanalytical thinkingcommunication skillsattention to detailproblem-solvingconfidentialitycollaborationinsight generation

Certifications

CFACMACPA