SFA – External Relations

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Summary

Financial and Operational Performance, Metrics & Analysis Preparing financial and operational dashboards and management reporting packages for Executive Management including business performance / results and variance analysis for revenue and other FP&A responsibilities in a timely and consistent manner Owning financial monthly close process for areas of responsibility Reviewing and analyzing financial projections in-line with… >>>


Company Information:

The company is a premier strategic financial advisory firm whose clients include businesses and high net worth individuals and families.  The company works closely with clients to understand their needs and delivers a tailored suite of services, including Strategic CFO Consulting, Financial Reporting and Accounting, Technology, Wealth Management and Family Office Services.


Job Description:

Financial and Operational Performance, Metrics & Analysis

  • Preparing financial and operational dashboards and management reporting packages for Executive Management including business performance / results and variance analysis for revenue and other FP&A responsibilities in a timely and consistent manner
  • Owning financial monthly close process for areas of responsibility
  • Reviewing and analyzing financial projections in-line with business objectives
  • Providing visibility and timely reporting of financials and key performance metrics
  • Identifying, analyzing, and interpreting trends or patterns in complex data sets
  • Understanding operational levers that impact the financial well-being of the business
  • Developing bespoke ad hoc analysis and management reports
  • Proactively work to identify gaps, automate processes, and mature existing automation methods
  • Implementing data collection strategies to optimize efficiencies and data quality

Relationship Management

  • Establishing and developing business relationships with clients, CFOs and senior management
  • Collaborating with other teams including FP&A, Accounting, and Operations
  • Liaising with Controllers and other parties to ensure accurate and timely production and distribution of financial

Requirements / Qualifications:

What you’ll offer:

  • A Bachelor’s or higher in Business Administration, Finance, Economics, Accounting or a related field of study
  • 5-7 years of experience in a Finance role with a proven track record of success
  • Critical thinker with business intuition, intellectual curiosity and ability to execute
  • Strong analytical skills with the ability to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy
  • Experience partnering with business staff with ability to work independently and as part of a team
  • Strong quantitative, financial and analytical skills and excel skills
  • Strong written and interpersonal communication skills are essential
  • Strong organizational skills and ability to prioritize multiple tasks
  • Self-motivated approach to identifying and solving business challenges
  • A desire to operate and develop in a challenging, fast paced environment

We’d love to see:

  • Familiarity with the Bloomberg terminal
  • Advanced Excel, Word and PowerPoint skills
  • Experience with SAP
  • Knowledge of Qlikview, Tableau and other visualization tools

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