Job Description
Growing Financial Services firm looking for a strong hands on FPA candidate.
SQL is highly desirable
Responsible for financial planning budgeting, financial modeling, cash management liquidity, cash flow analysis, forecasting, strong accounting foundation
Manages the financial analysis projects of the company
Provides key financial analysis and management reporting by managing various monthly reporting processes.
This role is instrumental in supporting financial planning activities, investments, and traders
Lead the development of allocations, annual budgets, forecasts, and long-term financial plans
Provide insightful analysis of allocations, financial performance and variances to identify trends and opportunities
Partner with cross-functional teams to evaluate financial planning projects and performance.
Prepare and present financial reports and allocation analyses and performance to senior management
Provide actionable recommendations to optimize financial performance and operational efficiency and allocations
Perform ad hoc financial analysis to support strategic initiatives and operational decisions
Desired Skills and Experience
Growing Financial Services firm looking for a strong hands on FPA candidate.
SQL is highly desirable
Responsible for financial planning budgeting, financial modeling, cash management liquidity cash flow analysis, forecasting, strong accounting foundation
Manages the financial analysis projects of the company
Provides key financial analysis and management reporting by managing various monthly reporting processes.
This role is instrumental in supporting financial planning activities, investments, and traders
Lead the development of allocations, annual budgets, forecasts, and long-term financial plans
Provide insightful analysis of allocations, financial performance and variances to identify trends and opportunities
Partner with cross-functional teams to evaluate financial planning projects and performance.
Prepare and present financial reports and allocation analyses and performance to senior management
Provide actionable recommendations to optimize financial performance and operational efficiency and allocations
Perform ad hoc financial analysis to support strategic initiatives and operational decisions