Finance Innovation & Analytics Manager
ComplyRight, Inc.
full-time
Posted on:
Location Type: Hybrid
Location: Miami • Florida • United States
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About the role
- Lead end-to-end redesign and automation of core finance processes (e.g., AP, close, reporting, forecasting), identifying inefficiencies and implementing sustainable improvements.
- Partner with IT, AI, and data teams to improve and maintain finance data architecture, governance, and system integrations; maintain an initiative pipeline (“blueprint”) with clear scope, resourcing, and timelines.
- Evaluate and implement finance-related systems and BI reporting solutions; serve as the Finance lead for upgrades and implementations.
- Evaluate and implement finance-related systems, including forecasting platforms, GL ledgers, Financial Reporting, and BI reporting.
- Act as Finance lead in system upgrades and implementations.
- Build and enhance modeling, scenario, and stress-analysis capabilities; ensure consistent assumptions across platforms.
- Strengthen profitability reporting (division/customer/product/segment) and deliver insights on revenue, expenses, and key banking metrics.
- Create dashboards and performance metrics in partnership with Business Intelligence; produce executive-ready analyses, graphs, charts, and board/management materials.
- Support the CFO in annual and semi-annual planning cycles, quarterly forecasts, and cross-functional initiatives requiring financial and operational analytics.
- Support the CFO in preparation of periodic management and board review materials, including branch and division profitability analysis.
Requirements
- Bachelor’s Degree in a related field of study such as Accounting, or Finance.
- 8+ years’ experience in Finance, FP&A or Accounting in a multibillion-dollar bank.
- Working knowledge of financial and accounting principles.
- Proven ability to distill complex financial data into clear narratives for management.
- Must possess experience in establishing, automating or changing processes.
- Experience in project management, data visualization tools and financial modeling systems.
- Experience with financial systems, data and process automation tools.
- Must possess strong analytical, organizational, interpersonal, written and verbal communication skills.
- Must have leadership abilities to lead projects and manage people indirectly; ability to lead and drive initiatives; ability to manage multiple tasks and projects.
- Advance proficiency with Microsoft Office (Excel, Word, and PowerPoint).
- Ability to prioritize projects and efforts according to business need and industry trends.
- MBA preferred
- CPA preferred
Benefits
- Health insurance
- Retirement plans
- Flexible work arrangements
- Professional development
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingdata visualizationprocess automationfinancial reportingforecastingprofitability analysisscenario analysisstress analysissystem integrationsfinancial data architecture
Soft Skills
analytical skillsorganizational skillsinterpersonal skillswritten communicationverbal communicationleadership abilitiesproject managementability to prioritizeability to distill complex dataability to manage multiple tasks
Certifications
Bachelor's DegreeMBACPA