Lead and support the annual budgeting and quarterly forecasting processes.
Develop multi-year financial plans in partnership with business leaders.
Coordinate with Human Resources on headcount planning and compensation modeling.
Maintain and enhance models for long-term incentive compensation and investment professional bonuses.
Own forecast assumptions and manage inputs into Anaplan (forecasting tool).
Prepare and analyze monthly and quarterly financial results, identifying trends and variances.
Create and deliver executive-level presentations and business review materials.
Identify and implement process improvements within the expense management function.
Support the consolidation and analysis of financial results across business units.
Contribute to benchmarking studies and competitive analysis.
Participate in strategic initiatives and special projects.
Provide mentorship and guidance to junior team members.
Ensure a high level of accuracy and attention to detail in all deliverables.
Requirements
Bachelor’s degree in accounting, finance, economics, or a related field.
5–7 years of experience in financial planning, analysis, or reporting.
Strong analytical skills with the ability to interpret complex data and deliver actionable insights.
Excellent communication skills, with the ability to present financial information clearly to non-financial audiences.
Proven ability to manage multiple priorities in a dynamic, fast-paced environment.
Strategic thinker with a problem-solving mindset and a high level of initiative.
Collaborative, team-oriented approach with a focus on driving results.
High level of discretion and professionalism when handling confidential information.
Proficiency in Microsoft Office Suite, especially Excel and PowerPoint; experience with Anaplan is a plus.
Benefits
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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