Workplace Financial Consultant providing financial planning and investment advice to participants at Fidelity. Engaging with clients through meetings and workshops in the local community.
About the role
- Senior Financial Analyst managing revenue forecasts and overseeing budgeting processes for C.A. Fortune, a leading consumer brands agency. Proactively collaborates with business unit leaders and presents insights to senior leadership.
Responsibilities
- Own and oversee the full revenue forecast process for Brokerage and Emerging Business units, including all related deliverables with minimal supervision.
- Lead monthly forecast meetings with revenue leaders to ensure alignment, accuracy, and consistency across business units.
- Develop and maintain advanced financial models and tools to support strategic planning and performance tracking.
- Support quarterly board presentations with financial insights, forecasts, and variance analysis to help narrate the business story.
- Act as a strategic partner to business unit leaders, providing proactive financial guidance and scenario planning.
- Manage a high-volume task list with competing priorities, demonstrating exceptional time management and organizational skills.
- Drive process improvements and automation across reporting and forecasting workflows.
- Communicate proactively and consistently with cross-functional teams and senior leadership.
- Mentor junior analysts and contribute to a culture of continuous learning and development.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
- 4–6 years of progressive experience in FP&A, preferably in a high-growth or CPG environment.
- Strong proficiency in accounting required.
- Proven experience owning forecasts and presenting to senior leadership.
- Advanced proficiency in Excel, PowerPoint, and financial planning tools (e.g., Adaptive Planning, Salesforce, Sage Intacct) or proven experience in learning new systems
- Strong analytical skills with the ability to translate data into actionable insights.
- Excellent communication and executive presence.
- Highly organized, self-motivated, and able to manage multiple deadlines independently.
- Demonstrated leadership and strategic thinking capabilities.
Benefits
- 16 days of PTO
- 11 paid company holidays per year
- 2 paid volunteer days per year
- Bonus eligible
- 3 months fully paid parental leave (regardless of gender)
- Medical, dental, and vision
- Paid company life insurance
- 401k with company match
- Summer hours (half day Fridays from Memorial Day thru Labor Day)
- Work from home flexibility
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