Director of Investment Solutions at Farther leading high - impact initiatives and supporting financial advisors. Responsible for organizational improvement and investment frameworks.
About the role
- Senior Financial Analyst supporting FP&A team with financial reporting, budgeting, and insightful performance analysis. Collaborating with cross-functional teams in a dynamic CPG environment.
Responsibilities
- Support monthly close activities, ensuring compliance with US GAAP and IFRS standards.
- Prepare profit and loss statements and related supporting schedules.
- Conduct variance analysis, comparing actuals to forecasts, budgets, and prior periods.
- Ensure accurate and timely completion of financial reports, providing clear explanations as needed.
- Monitor business performance by regularly reviewing results versus budget and forecast.
- Analyze key performance indicators and business drivers to deliver actionable insights.
- Proactively flag risks and opportunities, sharing significant findings with management.
- Assist in preparing materials for management presentations and business reviews.
- Participate in annual budgeting and forecasting processes by collecting and validating cross-functional inputs.
- Conduct ad hoc financial analyses to inform business decisions.
- Maintain and improve financial models, reports, and templates to enhance clarity and effectiveness.
- Identify and recommend improvements to strengthen data accuracy and operational efficiency.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Minimum 3 years of experience in FP&A, corporate finance, or a similar analytical role.
- Experience in CPG, manufacturing, or consumer products is preferred.
- Advanced financial and analytical skills with strong attention to detail.
- Advanced proficiency in Excel; familiarity with SAP, Power BI, or similar tools is a plus.
- Strong written and verbal communication abilities, with the capacity to present insights clearly.
- Proven organizational skills and ability to manage multiple priorities and deadlines.
- Curious, proactive, and solutions-oriented, with a self-starter mindset and eagerness to learn.
Benefits
- Bonus Opportunity: 10%
- PTO
- 4% match on 401k
- Health care by BCBS
- Vision & Dental
- Hybrid work schedule in NYC
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