TA
Finance Business Partner managing budgeting and forecasting for Open Finance programs. Responsible for financial analysis, reporting, and process improvement within the Services Finance Team.
About the role
- Independently build financial models in Excel and in other financial analysis software
- Develop and update pricing models that capture key economic considerations for new opportunities
- Leverage PowerBI to drive analysis of historical performance and trends
- Lead standing monthly reporting activities, including summary financial results for the Board, reporting package for the executive management team, cost of capital updates and communication to the businesses, updating interest rate curves in the planning system, and other recurring deliverables
- Act as a subject matter expert for our financial budgeting and planning system
- Assist in budget and forecast preparation; support variance and trend review and evaluation; participate in iteration with business unit management and finance teams
- Lead analysis initiatives as necessary
- Perform interest rate risk management analysis and support ongoing hedging program
- Contribute analysis to key strategic initiatives, including valuation activities, M&A, and benchmarking
- Support the drafting of materials for the Board, management, lenders, and other critical stakeholders that communicate financial performance and business updates
- Perform various ad hoc financial analysis as directed
- Perform other duties as assigned to ensure successful achievement of departmental and company objectives
Requirements
- Bachelors degree in Finance, Accounting or a related field
- 2-3 years of experience as a Financial Analyst or in a similar role
- Expertise in Excel and financial modelling, including forecasting, variance analysis, and identifying trends
- Proficiency working in a large-scale ERP environment and with financial budgeting and planning software (Workday Adaptive preferred)
- Experience with data analysis tools (e.g., Power BI, Tableau, etc.)
- Ability to work independently and structure analysis
- Ability to communicate financial information and data insights in a crisp, narrative format (e.g., PowerPoint)
- Strong and effective communication skills, both written and verbal
- Keen attention to detail and ability to ensure an accurate work product
- Strong business acumen
- Strong analytical problem-solving skills with the ability to think critically
- Ability to work effectively with people at all levels of an organization
- Understanding of accounting principles, GAAP, and financial statements
- Demonstrated record of persistence, including comfort and resiliency through ambiguity and incomplete information
- Growth mindset that welcomes collaboration, feedback, and continuous improvement
Benefits
- Includes comprehensive medical, dental, and vision insurance plans, including HSA and FSA accounts with employer contributions toward HSA
- Includes a 100% Company-paid disability and life insurance plans
- Includes a 401K plan with company match PLUS additional end-of-year funding
- Provides paid vacation time (tiered based on tenure), as well as personal time, sick days and summer half days for certain roles
- Provides 10 paid holidays annually
- Provides paid parental leave for new parents, as well as a monetary gift towards a 529 education account
- Provides a confidential Employee Assistance Program
- Provides training and tuition reimbursement
- Provides community service opportunities, charity match opportunities, employee recognition programs, and many celebrations
- Remote work flexibility with 3 days in office and 2 days remote (for full-time roles)
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
MM
Marsh McLennanInvestment Operations Analyst
Investment Operations Analyst supporting investment monitoring and reporting for alternative asset funds. Analyze financial statements and assist in AI integration within Mercer’s process.
IT
Iambic TherapeuticsFP&A Manager
FP&A Manager overseeing financial planning for Discovery and Preclinical teams at biotech firm. Providing financial insights and collaborating with cross - functional groups in San Diego HQ.
Senior Associate in Alternative Investment Services Bank Loans Operations monitoring and processing custody related events for financial services. Ensuring accurate record keeping and timely problem resolution to mitigate risk.
Managing day - to - day service delivery and operational activities for a functional team in fund accounting. Role requires technical expertise and leadership in financial services industry.
UH
Uwi (AI Recruiter by HeroHunt.ai)Operations Finance Manager
Operations Finance Manager supporting manufacturing performance across Lonza’s global network by providing insights and improving performance measures. Drive operational visibility and strategic initiatives for better decision - making.
VG
Victorian GovernmentManager, Investment Analytics and Insights Operations
Manager leading investment modelling and analytics team for road and rail assets in Victoria. Overseeing operations and contributing to multidisciplinary projects in a dynamic environment.
VG
Victorian GovernmentManager, Investment Analytics and Insights Assurance
Manager overseeing investment modelling activities for rail and road assets at the Department of Transport and Planning. Ensures data quality and continuous improvement in analytics processes.
US
Univar SolutionsFP&A Analyst
FP&A Analyst at Univar Solutions preparing financial reports and assisting with annual corporate planning processes. Involves monthly reporting and variance analysis for Canada Corporate P/L.
OB
Ortiz Property Group @ REAL BrokerVice President, Finance
Vice President of Finance at AgentSync overseeing financial strategy, operations, and reporting to ensure company growth and fiscal health. Collaborating closely with the CEO and executive team.