Key skills
VBA
About this role
Role Overview
- Serve as a strategic financial consultant to contact center leaders
- Provide financial analysis and guidance for high-impact decisions
- Lead financial performance reviews and prepare executive-level insights
- Own development of short
- and long-term forecasts and the annual financial plan
- Ensure accurate financial reporting and align financials with operational goals
- Coordinate with cross-functional teams to support strategic initiatives
- Ensure compliance with GAAP and internal financial controls
Requirements
- Bachelor’s degree in financial-related discipline or equivalent education and related training
- 3-5 years of experience in financial management at a large financial institution
- Strong verbal and written skills; ability to communicate effectively
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Eight years of relevant accounting or finance experience that includes complex financial analysis (preferred)
- Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst (preferred)
- Master's degree or MBA (preferred)
- Specific financial services or call center support (preferred)
- Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software (preferred)
- Experience with macros/VBA (preferred)
- Ability to work independently with minimal guidance (preferred)
- Strong analytical and problem-solving skills (preferred)
- Familiarity with GAAP (preferred)
Tech Stack
- VBA
Benefits
- Medical, dental, vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- No less than 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan (depending on position)
- Restricted stock units (depending on position)
- Deferred compensation plan (depending on position)