Key skills
TableauVBALeadershipCommunication
About this role
Role Overview
- Serve as a strategic business consultant to supported lines of business
- Lead performance evaluations and prepare executive-level financial insights
- Own development of short
- and long-term forecasts and the annual financial plan
- Provide financial guidance for new product development, pricing, and investment opportunities
- Mentor analysts and ensure data integrity and reporting accuracy
- Coordinate with cross-functional teams to support strategic initiatives
- Ensure compliance with GAAP and internal financial controls
Requirements
- Bachelor's degree in Accounting or Finance, or equivalent education and related training
- Eight years of relevant accounting or finance experience that includes complex financial analysis
- Ability to work independently with minimal guidance
- Proactive in completing tasks and producing deliverables
- Sound and comprehensive understanding of business and organizational strategies and processes
- Strong verbal and written communication skills
- Strong analytical and problem-solving skills
- Sound and logical decision-making abilities
- Demonstrated leadership skills
- Familiarity with GAAP
- High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products
- Financial Modeling experience
- Supervisory experience (preferred)
- Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst (preferred)
- Master's degree of MBA (preferred)
- Specific financial services or specialized industry experience (preferred)
- Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software (preferred)
- Experience with macros/VBA (preferred)
- Analytical experience (preferred)
- Problem-solving (preferred)
- Experience reviewing large amounts of financial data (preferred)
- Experience using Alteryx or Tableau (preferred)
Tech Stack
- Tableau
- VBA
Benefits
- Medical, dental, vision, life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- Paid vacation days (at least 10 days)
- Paid sick days (at least 10 days)
- Paid holidays
- Defined benefit pension plan (depending on position)
- Restricted stock units (depending on position)
- Deferred compensation plan (depending on position)