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Form of work
SalaryWe are looking for a detail-oriented and strategically minded Financial Planning and Analysis Manager (“Manager”) to join our finance team. The Manager's responsibilities include leading the Financial Planning, budgeting processes as well as analyzing financial statements and reports, developing/reviewing financial models, preparing/reviewing projections, and Analysis as may be required by senior leadership. As a Manager, you will also be responsible for leading a small team, providing financial guidance and generating monthly financial reports as part of the monthly close processes. To be successful as a Manager, you should be able to perform a variety of financial activities including planning, analysis, budgeting, reporting and comfortable managing large data sets and presenting summaries/analysis of the data sets to leadership in a concise and easily comprehensible manner. You should also have strong analytical, organizational, and problem-solving skills.
Key Responsibilities
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
- Oversee and review the monthly forecast update with variance explanations to current plan at a consolidated and department level
- Compile and analyze financial data in a concise format for members of senior leadership
- Lead the formation, consolidation and reporting of the annual budget and 3-year strategic plan
- Develop/review financial models and analyses to support strategic initiatives
- Act as a key business partner, interfacing regularly with Senior Leaders, Program Manager, members of Finance and Human Resource
- As needed, support/lead various projects
Skills Knowledge and Expertise
- Bachelor’s degree (preferred: Accounting/Finance) and a minimum of 6 years prior relevant experience with 2 years of leading Financial Planning and Analysis teams
- Demonstrated ability to identify and execute continuous process improvement opportunities; excellent problem-solving skills
- Experience organizing and compiling information and insights from large quantities of data
- Advanced Microsoft Excel modeling and PowerPoint skills.
- Analytical and able to develop models to identify key assumptions, root cause and variance analyses
- Collaborative and able to work across departments and throughout various levels of the organization.
- Understand/promote key drivers while delivering appropriate accuracy in supporting detail
- Highest standards of accuracy and precision; highly organized.
- Articulate with excellent verbal and written communication skills
- Ability to think creatively, highly driven and self-motivated
- Ability to work under tight deadlines; thrives in a dynamic work environment
- Ability to manage processes and direct reports as well as others who do not report directly to you
Benefits
- 20 days of Vacation
- 8 Sick Days
- 1 paid volunteer day
- 10-11 Holidays a year
- Health, Dental, & Vision Insurance
- Company paid Life & Disability Insurance
- Competitive Pay
- Annual Performance Bonus
- 401K Match
Notes: CFRA does not allow employees to trade stocks or any other security that may present a conflict of interest or appearance of conflict of interest. CFRA also requires that all employees sign a confidentiality and non-compete agreement with our firm. We conduct background checks on all prospective new hires.
About CFRA
CFRA is a leading independent investment insights and data analytics company. Through an unmatched multidisciplinary approach to investment research, including expert lenses on forensic accounting, fundamental, policy, legal, fund, and technical research, CFRA provides actionable analytics to make better investment and business decisions. CFRA is results-oriented, we place an unwavering priority on the quality of our research, from the productivity and performance of our analysts to the success of our client relationships. Over 2,000 clients rely on CFRA’s proprietary research conducted by experts who uniquely analyze industries, funds and companies of interest with our time-tested and rigorous research methodology.
On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.
On October 1, 2016, CFRA acquired S&P Global’s Equity and Fund Research business, a leading provider of independent research and commentary with offerings focused on stocks, ETFs and mutual funds as well as sectors and industries. The Equity and Fund Research business originated in the 1920’s and has amassed a worldwide base of investing clients.
The combined firm is committed to being the world's leading independent investment research firm with ~90 global analysts, authoring in-depth qualitative research on 1,600+ companies. In addition, CFRA offers a comprehensive view on global sector themes, industries, and funds, through in-depth qualitative research on 11 Sectors, 73 Industries, 19,000+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 20,000+ global companies.
Founded as the “Center for Financial Research and Analysis” in 1994, today our company is simply known as CFRA. However, our mission remains to be the “center” for our global clients by providing independent, differentiated, and actionable analysis to help you make better investment and business decisions.
Our clients are based in the US, Europe, Middle East, Asia, and Australia representing thousands of investment professionals and risk managers at leading hedge funds, mutual funds, pension managers, insurance companies, private equity, investment advisors, banks, regulators, corporations, and professional service organizations.
Benefits
Disability insurance, Health insurance, Dental insurance, Vision insurance, 401(k) matching
Cfra Research
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