Job Description

DETAILS:

Looking for FP&A experience in Financial Services industry. We would love someone in the fund admin space and open to a bank or another financial institution would work. Might consider other industries.

About the job

EDUCATION AND EXPERIENCE

• Bachelor’s degree in finance, accounting, or related field.
• 3 years of experience in finance or accounting.

KNOWLEDGE

• Finance and accounting concepts.
• NetSuite ERP, NetSuite PBCS, and Salesforce.
• Microsoft Office Suite.
• Adobe Acrobat.

SKILLS AND ABILITIES

• Quantitative and analytical orientations.
• Solid financial modeling skills.
• Aligns associates with company values and goals.
• Plans and delegates the work of others.
• Motivates and inspires others.
• Assesses performance of self and associates to make improvements or take corrective action.
• Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
• Troubleshoots issues utilizing creative and critical thinking skills.
• Multitasking, analytical, and organizational skills.
• Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
• Demonstrates personal integrity, responsibility, and accountability.
• Effectively uses resources such as time and information in conjunction with associates.
• Participates in solving problems and making decisions.
• Presents and expresses ideas and information, written and oral, clearly, and concisely.
• Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
• Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
• Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
• Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

KEY ACCOUNTABILITIES

BUDGETING AND FORECASTING

• Prepares company and business unit operating budgets.
• Budget, revenue, and cost variance analyses.
• Financial planning, modeling, and forecasting.
• Trends analysis of current and historical financial data and performance.

DECISION SUPPORT

• Analyzes, reports, maintains, and helps set key KPI’s.
• Supports development of workforce capacity and asset-based fee models.
• Supports preparation of reports and projections based on analysis.
• Coordinates with members of the finance team to update financial information and forecasts.
• Assists with special projects as assigned from the finance team including the evaluation of acquisitions, new business, and product opportunities.

WORKING RELATIONSHIPS

• Contact as needed with clients regarding general information, resolution of issues, inquiries, or reporting requirements.
• Contact with members of team and internal teams regarding follow-up on inquiries, open workflow, etc

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