Director of Investment Solutions at Farther leading high - impact initiatives and supporting financial advisors. Responsible for organizational improvement and investment frameworks.
About the role
- Strategically lead financial planning and management control at the company, optimizing resources for informed decision-making.
Responsibilities
- Strategically lead the annual budget process and the quarterly forecast process working as a team with the different areas of the business. Define the times and deliverables of each area for the correct formulation of budgets. Negotiate with the areas the necessary adjustments to meet corporate objectives. Analyze budgets with the management team and propose plans to achieve objectives. Make the informs and necessary reports for the presentation and defense of budgets.
- Conduct the monthly analysis of P&L and CAPEX variations vs. the budget and forecast with a deep vision of the business, detect opportunities, propose, and implement improvement plans.
- Budget control with the different areas of the business. Identify variations, and review it with the responsible areas and establish plans with them for revenue recovery and/or cost containment. Carry out the CAPEX analysis, understanding the variations and their impacts.
- Leads the multi-year planning process (10Yr Plan). Establish the times and deliverables for each area to be able to make the long-term plan. It is ensured that next year's Budget is aligned with this.
- Supervise and generate the creation of financial models and business evaluations to ensure the minimum returns required by the company and its shareholders. Leads these projects seeking the involvement of the areas responsible for sales and operations. Based on the information obtained, creates models and based on its analysis, recommends action plans to achieve financial objectives. Prepares presentations for the defense and approval of these projects.
- Define and propose financial strategies that allow business objectives to be achieved, contributing to the sustainable growth of the business.
- Make projections estimating income and expenses in the short, medium, and long term that facilitate the definition of action plans that contribute to the decision-making of the leadership team.
- Supervise and execute, together with the Senior Director of Finance, the preparation of the different monthly, quarterly, and annual financial reports requested by regional and global management such as Flash and Variance Analysis.
- Work as a team with the Finance Shared Service Center and Accounting to ensure correct accounting in Oracle and in the different corporate reporting tools.
- Generate fund flows based on the needs of funds and estimate the needs or surpluses of financial resources.
- Manage the company's treasury to ensure timely funding for the operation of the different companies in the group to ensure timely payments. Evaluate short, medium, and long-term investment opportunities to maximize financial returns. Maintain and manage the banking relationships necessary to negotiate financing and financial services at the best cost.
- Support in the internal and external audit. Comply with the review processes and information controls established for the different processes in the area.
- Evaluate and propose improvements in financial planning processes and tools for optimization.
- Stay up to date on industry trends, accounting standards and tax regulations to propose more strategic solutions.
- Direct and manage the processes in accordance with the objectives established by the Financial Planning and Treasury team.
- As a team leader will directly manage the performance of its work group.
- Encourage the team to pursue Budget/Forecast commitments understanding and anticipating any deviation and proactively find ways to mitigate them.
Requirements
- Bachelor of Economics, or Financial Career. Titled. MBA or Master's degree in relevant areas (Finance, Business) desirable.
- 10 to 12 years of experience in financial areas or strategic planning, experience in process documentation (SOX), financial modeling and analysis. Accounting knowledge of USGAAP and IFRS.
- Minimum 5 years as leader and/or manager level with a team in charge.
- Advanced knowledge of Excel, Power Point (think-cell) and Microsoft Office in general.
- Advanced Presentation skills- storytelling.
- Advanced or bilingual English (direct communication with the USA).
Benefits
- Health insurance
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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