Financial Analyst

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Summary

Supporting consolidated reporting, analysis, and planning processes across a diverse set of business units Preparing monthly financial results packages for CFO teams, analyzing performance against plan and financial outlooks. Supporting business heads and CFOs with reporting of results and plans to CFOs and Management Committee Leading cross-functional coordination of financial reporting, analysis, and planning Participating,… >>>


Company Information:

Advisory firm serving families, corporations, non-profits and foundations.


Job Description:
    • Supporting consolidated reporting, analysis, and planning processes across a diverse set of business units
    • Preparing monthly financial results packages for CFO teams, analyzing performance against plan and financial outlooks.
    • Supporting business heads and CFOs with reporting of results and plans to CFOs and Management Committee
    • Leading cross-functional coordination of financial reporting, analysis, and planning
    • Participating, on an ongoing basis, in special project requests directly from Management

Requirements / Qualifications:
    • Undergraduate degree in Accounting or Finance
    • Approximately 2 – 4 years of experience in a finance role supporting a line of business
    • Intellectual curiosity, the ability to think critically and ability to execute
    • Strong quantitative and data manipulation skills
    • Demonstrated competency with advanced Excel modeling and large datasets
    • Strong written and interpersonal communication skills
    • Strong organizational skills and ability to prioritize multiple tasks

We’d love to see:

    • Prior experience operating in an environment working closely with cross-functional teams
    • SAP EPM/BPC experience
    • Knowledge of Qlikview, Tableau and other visualization tools

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