Head of Investment Product at Netwealth overseeing investment product operations and governance. Driving strategic growth and stakeholder coordination in a high - impact leadership role.
DI
Hybrid Financial Planning & Automation Analyst II
Posted 2 hours ago
About the role
- Financial Planning and Automation Analyst II developing financial models and dashboards for the Delaware Nation Industries. Collaborating on financial data insights while ensuring accuracy and process efficiency.
Responsibilities
- Develop, maintain, and enhance strategic financial models to support forecasting, budgeting, long-range planning, and decision-making.
- Perform contract variance analysis, identifying drivers of cost, revenue, and margin variances and communicating findings to stakeholders.
- Provide ad hoc and recurring financial analysis to support Operations and program management teams.
- Design, build, and maintain Power BI dashboards and reports to deliver timely, accurate, and actionable financial insights.
- Develop and maintain financial reporting and dashboards within JAMIS, ensuring alignment with organizational reporting standards.
- Maintain and enhance existing Power BI models, improving performance, usability, and data accuracy over time.
- Develop and implement accounting and financial process automations to improve efficiency, accuracy, and scalability.
- Identify opportunities to streamline financial workflows using data, automation tools, and system integrations.
- Partner with Accounting and Finance leadership to standardize and improve financial processes.
- Serve as a financial data steward for JAMIS, supporting data governance, integrity, and consistency across financial datasets.
- Support users and teams with financial data questions, reporting needs, and best practices related to JAMIS and Power BI.
- Collaborate with corporate and operations teams to ensure reliable data pipelines and system functionality.
- Partner closely with Operations and Accounting and Finance teams to align financial insights with operational goals.
- Translate complex financial and data concepts into clear, actionable insights for non-financial stakeholders.
- Support continuous improvement initiatives across corporate and operations teams through data-driven recommendations.
Requirements
- Excellent analytical, problem-solving, and organizational skills.
- Experience using automation tools such as power automate and power apps
- Experience using data analytics to reveal patterns, trends, and associations of operations.
- Strong communication skills, both written and verbal.
- Ability to work independently and with accounting and operations teams
- Attention to detail and a commitment to accuracy and integrity.
- Bachelor’s degree in accounting, finance, or a related field.
- Professional certifications such as Certified Public Accountant (CPA) are highly valued.
- At least 1 year of experience in FP&A or accounting automation
Benefits
- Covers 100% of employee benefit premiums, including Medical (PPO or HDHP Option), Vision, Dental
- Matching 401K
- Short- and Long-Term Disability
- Pet Insurance
- Professional Development/Education Reimbursement
- Parking and Transit Benefits for NY, NJ, ATL, and DC Metro areas
Job title
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