Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
About the role
- Senior Manager of Financial Planning & Analysis at Genesee Scientific. Leading financial modeling, reporting, and strategic decision support to drive business performance.
Responsibilities
- Build, maintain, and improve detailed financial models to support strategic and operational decision-making
- Lead the annual budget process and recurring forecasting cycles
- Provide variance analysis and performance tracking against key metrics
- Support long range financial planning, capital planning, and cash flow projections in collaboration with the Controller
- Collaborate closely with functional and business leaders to understand drivers, risks, and opportunities
- Deliver clear financial insights that influence strategy and resource allocation
- Act as a liaison between finance and operations to ensure alignment on goals
- Provide scenario planning, profitability analysis, and ROI assessments for new product lines, market expansions, and strategic initiatives
- Develop and refine dashboards, KPIs, and reporting packages for executives and stakeholders, tailored to a distribution business
- Present financial results and forward-looking analyses to the CFO and leadership team
- Drive process improvements and automation in planning and reporting
- Mentor and develop junior financial analysts as the team grows
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred
- 7+ years of progressive experience in FP&A, corporate finance, or investment banking with at least 3 years in a leadership role
- Experience in distribution, wholesale, or life sciences industry highly desirable
- Advanced financial modeling and Excel skills; proficiency with ERP and BI/reporting tools required
- Proven experience leading budgeting and forecasting processes in a dynamic environment
- Excellent communication skills with the ability to present complex data in a clear, actionable way
- Strong business acumen and demonstrated success partnering with senior leaders
- Experience managing or mentoring analysts preferred
Benefits
- Training and professional growth initiatives, including comprehensive onboarding programs for new team members
- We provide financial well-being with competitive compensation packages and 401 (k) retirement savings plans
- Health care and well-being programs including medical, dental, vision, life, short- and long-term disability and employee assistance programs
- Paid time off including vacation, sick and 12 holidays
Job title
Job type
Experience level
Salary
Degree requirement
Tech skills
Location requirements
Quantitative Investment Analyst developing next - gen investment methodologies for client portfolios. Working within Strategic Advisers' Portfolio Engineering team on complex investment strategies and optimizations.
Financial Communications Manager supporting Puig's financial communications and public affairs agenda. Engage stakeholders and manage corporate communications with a focus on financial topics.
Finance Segment Region Liaison responsible for partnering with business colleagues on financial forecasting. Leading project workflow and financial performance expectations across regions.
Senior Finance Analyst at Reckitt overseeing financial health in supply chain and procurement. Responsible for budgets and cost - saving initiatives in a dynamic finance team.
Asset Finance Sales Associate working with Equipment Finance Sales Executives to fulfill finance opportunities. Collaborating with Credit and Operations teams for streamlined processes and high - quality portfolio management.
Senior Manager FP&A managing product - level financial planning and analysis in healthcare at McKesson. Leading a team to drive profitable growth for Specialty products while collaborating cross - functionally.
Financial Advisor advising clients on investment and insurance strategies at PNC Wealth Management. Responsible for expanding and maintaining client relationships within the Noblesville, IN, branch.
Financial Advisor managing clients' investment and insurance strategies at PNC Wealth Management. Consults on financial plans and retains an investment book of business in a bank branch.
Financial Advisor assisting clients with investment and insurance strategies within PNC Wealth Management. Collaborating with branch teams and developing personalized financial plans.