Financial Advisor
Grow Financial Federal Credit Union
Financial Planning and Analysis – Process and Technology Expert
Gartner
full-time
Posted on:
Origin: • 🏈 Anywhere in North America
Visit company websiteJob Level
SeniorLead
About the role
- Serve as a subject matter expert for FP&A processes and technologies, including planning, budgeting, forecasting and financial planning software
- Collaborate with a team of seasoned analysts to develop authoritative research and advice for senior finance leaders
- Deliver high-quality advice through face-to-face and video-based presentations and discussions with clients
- Stay ahead of developments across financial planning technologies and related areas such as accounting and treasury management
- Engage with clients daily via videoconference or at Gartner events
- Produce published research and client interaction insights to assist clients in overcoming complex challenges to improve performance
Requirements
- 12+ years of experience leading FP&A teams in large multinational organizations
- demonstrated experience in transforming planning, budgeting and forecasting processes
- experience implementing financial planning software
- Strong knowledge of various FP&A automation vendors and technologies
- Experience in integrating financial planning process with operational and business strategic plans
- Experience in improving forecast accuracy and implementing rolling forecasts
- Experience utilizing zero-based budgeting
- Established track record serving as a strategic partner/trusted advisor to the CFO
- Bachelor’s degree in finance or accounting
- CFA/CPA or equivalent certification preferred
- Master’s degree preferred
- Ability to conduct occasional travel, regionally and globally
