Investment Banking Analyst at CAA Evolution, supporting associates in financial analysis and transaction management. Engaged in the sports, media, and entertainment industries with a focus on client service.
About the role
- Divisional Finance Lead managing financial business support processes for a foundation repair company in Dallas, TX or Virginia Beach, VA. Collaborating across departments to achieve financial objectives.
Responsibilities
- Support the Company’s integrated business planning process including strategic plan, annual plan and monthly / quarterly forecasts
- Participate in monthly / quarterly business reviews and develop relevant reporting packages in partnership with Divisional management
- Sales pipeline and forecast management, coordination, and analysis
- Revenue tracking and analysis including gap analysis and driving / coordinating sales activity to meet monthly, quarterly and annual targets
- Identify and monitor significant business trends, variances and value levers in the business
- Be a thought leader and partner with Division management to drive sound financial decisions and operational efficiencies
- Create ad hoc analysis to support key business decisions and business negotiations
- Drive finance discipline, fact-based decision-making, and financial visibility across the Division
- Support for annual audits
- Responsibility for key controls related to Sarbanes-Oxley readiness
- Support special projects and strategic initiatives as needed including potential M&A
- Coach and mentor team members and the broader finance team
- Other duties and projects as assigned
Requirements
- Bachelor’s degree in business administration, finance, accounting, or a related field; CMA, CPA, MBA, master’s degree in finance, accounting, or equivalent education is a plus
- 7+ years of relevant business experience in finance and accounting; preferably in a public company setting and in a fast paced, dynamic environment
- Knowledge of a broad range of business processes and concepts; experience with sales and operations planning, site or business unit controlling, sales funnel and pipeline
- Critical thinker who is willing to go above and beyond to provide business insights
- Self-starter with a high internal, competitive drive to succeed and be the best
- Continuous improvement mindset and willingness to challenge the status quo
- Keen ability to handle ambiguity and add the right amount structure where necessary
- Strong interpersonal, problem-solving, communication, and cross-functional teamwork skills
- Willingness to do what it takes to achieve the goal including working extended hours or weekends as required
- Excellent written and verbal communication skills
- Strong technology and organization skills, including experience with ERP/CRM systems and Microsoft Office with a high proficiency in Excel.
Benefits
- Competitive Pay
- Employee Company Ownership Opportunities
- Industry Leading Training Programs
- Leadership Development and Career Growth Tracks
- Comprehensive and Affordable Benefits Package
- Top Workplace with Award Winning Culture
Job title
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