Employer Industry: Financial Services

Why consider this job opportunity:
- Opportunity for career advancement and growth within the organization
- Competitive PTO and vacation policies
- Company-sponsored training and certification opportunities
- 1 Friday off each month for Wellness Weekends
- Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
- Supportive and collaborative work environment

What to Expect (Job Responsibilities):
- Build and maintain financial forecast modeling to project earnings and cash needs for the parent company and its subsidiaries, focusing on Operating Expenses (OpEx)
- Create, maintain, and analyze annual budgets while identifying key differences throughout the budget cycle
- Analyze complex financial information, identify trends/opportunities, and provide actionable recommendations to leadership
- Develop financial models and analyses to support strategic initiatives using financial reporting tools like Excel, Adaptive Insights, SQL, or PowerBI
- Perform detailed variance analysis, evaluating results against forecasts and assisting in month-end financial statement analysis

What is Required (Qualifications):
- 3 - 6 years of progressive accounting or finance experience
- Bachelor’s Degree required, with a preference for Finance, Accounting, or Economics
- Strong quantitative skills and knowledge of financial modeling, with a solid background in lending or financial services
- Strong command of Microsoft Excel and common database systems; experience with Adaptive Planning Software, Workday, PowerBI, or SQL is a plus
- Excellent verbal and written communication and presentation skills across all levels, including executive

How to Stand Out (Preferred Qualifications):
- Having or actively pursuing a professional certification such as a CFA, MBA, or CPA is a plus
- Working knowledge of US Generally Accepted Accounting Principles is beneficial
- Self-motivated with a strong work ethic, able to work independently on multiple projects simultaneously
- Ability to maintain models and manage data flow while identifying key financial risks
- Quick learner who can adapt to a fast-paced, deadline-oriented environment

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