Strategic Planning Consultant supporting data analysis and strategic planning across Retail Solutions and Distribution teams at Lincoln Financial. Collaborating with stakeholders to design actionable plans that align with company objectives.
About the role
- Vice President of Finance overseeing financial planning and analysis for The Health Management Academy. Conducts data-intensive analyses and reports to Board of Directors and senior leadership.
Responsibilities
- Reporting to the CFO, responsible for overseeing financial planning, analysis, and reporting
- Deliver accurate and timely financial reports to the Board of Directors and senior leadership
- Conduct data-intensive analyses and due diligence to evaluate growth opportunities
- Prepare and present financial reports, models, and visualized insights for senior leadership and the Board
- Partner with internal teams and external stakeholders to align financial objectives
Requirements
- Minimum undergraduate degree in accounting, economics, or related quantitative field; MBA, CPA or professional accounting degree preferred
- 10+ years of financial planning and analysis experience
- Experience with BI tools (PowerBI or others)
- Experience working for private equity-backed companies preferred
- Experience building complex financial models
- Highly organized with the ability to multi-task and provide reports and analysis under tight deadlines
- Highly proficient in the Microsoft office suite with exceptional skills in excel related analytical templates
- Executive level written and oral communication skills with the ability to present convincingly.
Benefits
- health insurance
- dental insurance
- vision insurance
- 401(k) matching
- cell phone and commuter reimbursements
- generous paid time off
- paid parental leave
- learning and development programs
- coaching for working parents and caregivers
- free therapy and professional coaching sessions
- one-on-one financial coaching
- free legal support services
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior FP&A Manager driving financial planning and performance for a semiconductor innovation company. Collaborating closely with leadership to accelerate growth during scale - up phase.
Accounting Manager at Raytheon UK overseeing month - end close and ensuring accuracy in financial reporting while leading core financial controls and compliance.
Senior Financial Analyst for The Boeing Company conducting financial analysis and providing insights for strategic decisions. Collaboration with cross - functional teams and cost optimization responsibilities.
Finance intern responsible for expense reimbursement and related tasks at Schaeffler. Role includes daily entries, invoice reviews, and assisting with tax matters in Taicang.
Financial Data Analysis Intern responsible for building Power BI dashboards and Power Apps applications. Collaborating with teams to maintain BI environment and data analysis.
FP&A Senior Analyst role at Sonepar analyzing financial performance and providing insights for decision - making. Joining a diverse team to support acquisitions and drive value creation in the organization.
Financial Assistant supporting financial operations, ensuring accurate financial documentation at Indigo. Contributing to bank reconciliations and financial reporting for the organization.
Business Finance Manager leading financial strategy and value creation at a global healthcare leader. Ensuring effective resource allocation and driving operational excellence through financial insights.
Service Manager overseeing IT service operations and compliance management in a healthcare setting. Driving improvement and collaboration within infrastructure and information security teams.