Analyst, Financial Planning & Analysis
Santander
Chief Financial Officer – Retail/Franchise
CLA (CliftonLarsonAllen)
full-time
Posted on:
Location Type: Hybrid
Location: Tampa • Florida, Minnesota, Pennsylvania • 🇺🇸 United States
Visit company websiteSalary
💰 $142,600 - $191,000 per year
Job Level
Lead
About the role
- Perform CFO functions as part of the client’s accounting services team.
- Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
- Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
- Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
- Lead financial administration, planning, and budgeting.
- Oversee longer-term budget planning and cost management.
- Monitor progress of budgets and presents operational metrics.
- Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
- Manage cash flow and forecasting, directing financial accounting.
- Coordinate audit activities.
- Effectively and efficiently manage multiple client engagements.
- Build strong client relationships and becomes a key member of client management team.
- Develop key external business network and becomes service and industry thought leader.
Requirements
- 8 years of relevant accounting and/or financial experience is required.
- Relevant retail or restaurant industry experience is highly preferred.
- Knowledge of QuickBooks preferred.
- Prior project management and client management experience preferred but not required.
- Comfortable in fast paced environment and skilled in multitasking.
- Bachelor's degree is required (preferably within Accounting, Finance, or relation field).
- CPA certification preferred but not required.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave.
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial administrationbudgetingcapital planningrisk managementKPI analysisfinancial record systemscash flow managementforecastingaudit coordinationclient engagement management
Soft skills
client relationship buildingstrategic thinkingmultitaskingleadershipcommunication
Certifications
CPABachelor's degree in AccountingBachelor's degree in Finance
