Role Overview

Conduct in-depth financial analysis of large data sets to identify trends, opportunities, and risks.
Provide data-driven recommendations for improvement using data modeling.
Working closely with the CFO, develop annual budgets and financial forecasts, monitor and report on budget performance and provide recommendations for adjustments as needed.
Develop, assess, and track organization performance against key performance indicators (KPIs).
Create and prepare comprehensive evaluations, proposals, reports and visualizations that highlight key performance metrics, including board packages.
Prepare and present financial reports, including monthly, quarterly, and annual reports to management and stakeholders.
Identify opportunities to reduce cost and implement strategies while maintaining operational efficiency across the organization.
Collaborate with teams/departments across the organization to understand their financial goals and provide guidance to optimize profitability.
Conduct financial analysis and provide insights for specific projects or initiatives based on the business needs of stakeholders and organizations.
Recommend financial data management process improvements and policy updates.
Provide internal training on financial management principles as needed.
Support financial analysis requirements in due diligence activities.
Ensure compliance with financial guidelines and standards, company policies, and relevant legal regulations.
Stay up to date of industry trends, financial strategies, best practices, and emerging technologies.
Perform all other duties, as assigned.

Requirements

Bachelor’s degree in Accounting, Finance, Business or related field and/or equivalent combination of education and/or experience.
MBA preferred.
10+ years of progressive experience working in a Financial Analyst role.
Work experience utilizing accounting/financial software systems such as NetSuite, MS Excel and other data management tools.
Advanced Excel skills
Experience working with large data sets and transforming data into actionable information to a non-financial audience
Exceptional attention to detail
Excellent organizational skills
Ability to effectively prioritize multiple, competing work assignments/projects and meet deadlines
Communication Proficiency
Time Management
Multitasking Skills
Mathematical Skills
Ability to use critical, analytical, and creative thinking skills to identify and solve problems

Benefits

Comprehensive Health, Dental, and Vision plans
Premier 401k retirement plan with corporate matching and a 529 college saving plan
Tax-advantaged Health Savings Account and Dependent Care Flexible Spending Account options
Legal Resources
Generous work/life balance opportunities supported by a PTO bank, paid holidays, leave programs and additional flex time off
Employee referral program
Employee recognition, gift and reward program
Tuition reimbursement for continuing education
Remote or hybrid work options
Engaging company events such as team building activities, quarterly awards, annual kick-off parties
Employee Resource Groups such as our Values & Women’s Leadership Committees – Focusing on charitable and volunteering events to give back to our community, creating an inclusive environment for all, and fun employee activities
Health and wellness-focused activities
Relaxation Spaces
In-office gourmet coffee, tea, fresh fruit and healthy snacks
Corporate GREEN approach – tracking energy consumption for reduction and purchasing only environmentally friendly products for our offices

Manager, Financial Planning and Analysis

Key skills

About this role