Financial Services Specialist providing financial reviews and assisting customers in selecting life and financial products. Engaging customers and hosting educational seminars for wealth management services.
About the role
- Senior Financial Planning Analyst managing budget and financial reporting for USA, Canada, and Mexico. Collaborating with leadership and accounting teams within a hybrid work schedule.
Responsibilities
- Support all aspects of the annual budget, quarterly reforecast, recurring financial reporting and analysis for USA, Canada and Mexico
- Support all aspects of the 3-year plan, annual budget, quarterly reforecasts including full income statement by country, by channel, by profit/cost center and by expense type
- Direct the budget, forecasting process with various business functions
- Support strategic deck for new stores, relocations, expansion, pop-ups and closures
- Partner with Accounting Director and accounting team to close accurately and on-time the US, Canada and Mexico books
Requirements
- Bachelor’s Degree in Finance or Business Administration
- 5+ years experience in a Financial role
- Retail, Wholesale experience is required
- Advanced skills and business modeling in Microsoft Excel, Access, Power BI, PowerPoint
- Experience in SAP is required
- Team partnership and leadership accomplishments a must
- Ability to think creatively, results driven, detailed oriented and strategic thinker with excellent verbal and written communication skills
Benefits
- Hybrid working schedule with three days in office and two days remote
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