Financial Solutions Advisor
Bank of America
Senior Financial Manager
CRC Insurance Services
full-time
Posted on:
Location Type: Office
Location: Dallas • Alabama, North Carolina, Texas • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
SQL
About the role
- Direct and manage a staff of highly experienced accountants, analysts and managers in the performance of a variety of more complex financial analysis and reporting activities.
- Provide leadership in the development, design, implementation and ongoing management of assigned financial analysis processes.
- Provide training and guidance to subordinates with respect to understanding, analyzing and reporting more complex financial activity and metrics.
- Monitor assigned activities for compliance with established corporate and accounting policies and standards.
- Complete and/or review and interpret a variety of complex financial and/or business analyses of financial ratios, trends, revenue performance and expense management.
- Establish deadlines and data submission requirements for other departments to ensure timely and accurate preparation of such analyses.
- Provide financial analysis for projects/initiatives with potential financial reporting impact.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
- 5–7 years of experience in financial analysis, FP&A, or corporate finance, with at least 2+ years in a process leadership or management capacity.
- Proven ability to simplify and communicate complex financial data for executive stakeholders.
- Strong modeling and forecasting skills, with advanced proficiency in Excel.
- Experience with financial systems, reporting tools, and SQL or equivalent query tools.
- Demonstrated ability to manage multiple priorities in a fast-paced environment.
- Excellent verbal and written communication skills, including experience preparing executive-level presentations.
Benefits
- health insurance
- 401(k) plan with company match
- generous paid time off programs
- company holidays
- vacation and sick days
- new parent leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysisfinancial reportingmodelingforecastingExcelSQLfinancial ratiostrend analysisexpense managementFP&A
Soft skills
leadershipcommunicationtrainingguidancesimplifying complex datamanaging multiple prioritiesverbal communicationwritten communicationexecutive-level presentationsanalytical thinking
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBAadvanced degree
