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
- Dynamic FP&A Manager at Connor Consulting, responsible for financial modeling and strategic analysis in a hybrid role. Joining a growing team with a collaborative approach to financial performance.
Responsibilities
- Development and production of financial models, forecasts, and budgets to support strategic initiatives and operational planning.
- Analyze financial performance, identifying trends, risks, and opportunities to enhance decision-making around the company.
- Prepare and deliver timely, accurate, and detailed financial reports and presentations for senior management and stakeholders.
- Cross functional partnership with all departments and teams to provide actionable insights and recommendations for financial performance
- Monitor key performance indicators (KPIs) and report on successes and areas of focus to stay aligned with company goals.
- Evaluate operational performance to company metrics, highlighting variances to plan and providing recommendations to improve profitability.
- Support M&A analysis, scenario planning, and investment evaluations as needed.
- Develop and implement process improvements and optimization of internal systems to streamline reporting and forecasting.
- Ensure data accuracy and integrity in financial systems and tools.
- Implement processes and systems to enhance the accuracy, timeliness, and efficiency of budget tracking and reporting.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA and/or CPA preferred.
- 5+ years of experience in financial planning & analysis or a similar analytical role.
- Advanced proficiency in financial modeling and data analysis using tools like Excel, Power BI, or similar tools.
- Strong understanding of and responsibility for projecting financial statements, and for creating budgeting and forecasting processes.
- Excellent communication skills, with the ability to present complex information clearly to non-financial stakeholders.
- Demonstrated ability to work under pressure and manage multiple priorities in a fast-paced environment.
- Experience with ERP systems and financial software (e.g., NetSuite, SAP, or Oracle) is a plus.
- Proficiency with Microsoft Office Suite
- Thorough understanding of FP&A tools such as Anaplan, DataRails, Planful or Prophix.
Benefits
- Flexible working environment
- Competitive compensation
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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