Financial Analyst providing financial reviews and training to clients and team members. Engaging with Consulting Teams while handling various client financial needs in a hybrid work environment.
Responsibilities
Provide financial review for all size clients
Create financial review packages and procedures for all size clients
Work with and train Team Members in areas of financial analysis, reporting packages and deliverable skill sets
Participate and assist Producer and Consulting Team in client meetings with financial requirements of clients
Handle presentation of financial data to clients with the Consulting Team
Provide written insights on financial deliverables
Interact with Consulting Teams regularly, both via Zoom/Teams and in person
Attend regular meetings with the Analytics Team, both via Zoom/Teams and in person
Requirements
3-5 years experience
Bachelor’s degree in Accounting, Finance, or related area
Proficiency in financial analysis
Familiar with Benefit insurance coverage
Proficiency in Microsoft Word, Excel, and Outlook
Proficiency in Adobe Acrobat or ability to learn this program
Ability to manage client needs and multiple tasks
Attention to accuracy and detail
Excellent interpersonal skills and a pleasant disposition required at all times
Ability to work well with others in a fast-paced environment
FP&A Manager driving financial insight at MPB. Overseeing budget delivery and forecasting processes in a dynamic finance environment for a global platform.
Managing Director in Public Finance delivering affordable housing solutions. Responsible for client engagement and securing financing arrangements in the Affordable Housing sector.
Compliance Analyst conducting branch inspections and related compliance reviews at Key Investment Services. Responsible for documentation, communication, and compliance guidance to stakeholders.
Senior finance leader overseeing budgeting and financial governance for Taco Bell Foundation. Leading a finance team and ensuring financial insights inform decision - making.
Vice President of Finance leading financial strategy for The Dallas Morning News and Medium Giant. Influencing growth and operational excellence for two iconic brands in media and marketing.
Finance Manager responsible for financial oversight and guidance within ABS. Prepare budgets, audits, and financial reports to support senior management decisions.
Finance leader for a fast - growing SaaS company in Guelph, responsible for financial strategy and team leadership. Driving sustainable growth and capital efficiency among company objectives.
Associate Director managing Project Finance for renewable energy projects at Huntington Bank. Focused on underwriting, structuring, and portfolio management for sustainable investments.
FP&A Manager responsible for financial planning and analysis at leading global internet performance provider. Collaborating with senior leaders to meet financial objectives and drive strategic insights.