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About the role
Key responsibilities & impact- Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers
- Anticipates opportunities to tackle the most complex and/or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision making by senior management
- Consistently interacts with senior management becoming their trusted advisor on all financial issues
- Makes recommendations to solve short-term, as well as strategic financial business problems
- Teaches and mentors others about complex financial processes, business drivers and systems ensuring information sharing and knowledge transfer
- Reviews analysts work and assist management in assigning tasks and managing workflow
- Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies
- Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies
- Anticipates opportunities and potential solutions, leads cross-functional teams through the problem resolution process, and advises senior management on issues
- Acquires and applies expert knowledge of the business, its products and processes
- Performs complex and often unique work assignments and problem resolution across multiple systems, functions, or processes
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
What you’ll need- Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field
- 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
- 8 years financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities
- OR Advanced degree in Business, Accounting, Finance, Economics, or a related field
- progress towards a CPA or CFA designation
- 6 years of financial/accounting analysis experience to include 1 year leading strategic financial/accounting opportunities
- Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen required
- Subject-matter-expert level of business acumen in the areas of the financial services operations, finance/accounting industry practices and emerging trends required
- Experience communicating complex financial/accounting topics to a variety of audiences
- Experience using financial/accounting technologies and proposing recommendations for improvements
- Experience using Microsoft Office Excel for significant financial data analysis and reporting
- Experience in the application and adherence to financial regulations and compliance
- Experience producing financial reports and providing recommendations based on data
- Working knowledge of GAAP
Benefits
Comp & perks- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisdata analysisstrategic financial opportunitiesfinancial reportingGAAPrisk managementcomplianceaccounting principlesfinancial modelingbusiness acumen
Soft Skills
leadershipmentoringcommunicationproblem resolutionteam motivationtrusted advisorinformation sharingworkflow managementcross-functional collaborationdecision making
Certifications
Bachelor's degreeAdvanced degreeCPACFA
