3 дня назад
Finance Manager (Financial Services)
125 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Finance Manager - Advisor Services (Financial Services): Developing financial plans, forecasts, variance analyses, and client reporting for the Advisor Services enterprise with an accent on financial analysis, business partnering, and decision support. Focus on assessing strategic investments, synthesizing complex financial and operational data, and improving reporting and process efficiency.
Location: Onsite in Lone Tree, Colorado; Westlake, Texas; or Southlake, Texas
Salary: USD $125,000–$150,000 per year, plus eligibility for bonus or incentive opportunities.
Company
is a financial services company focused on transforming the finance industry through innovation and client service.
What you will do
- Develop and maintain financial plans and detailed forecasts aligned with strategic goals.
- Facilitate financial close activities and explain monthly, quarterly, and annual variances.
- Create client analytics and reporting to support investment and resource allocation decisions.
- Assess the financial impact of business initiatives, efficiency programs, and project investments.
- Provide objective financial recommendations and build partnerships with business and finance leaders.
- Perform ad hoc analysis of business trends, performance, and segment results while identifying process improvements.
Requirements
- Bachelor’s degree, preferably in Finance, Accounting, Economics, or a related field.
- 3–5 years of related Financial Planning & Analysis or similar experience.
- Strong proficiency in financial analysis, forecasting, and modeling, with advanced knowledge of Excel and PowerPoint.
- Strong written and verbal communication skills, including synthesizing data, developing recommendations, and presenting to leadership.
- Superior analytical skills, attention to detail, and the ability to manage multiple work streams and deadlines.
- Experience sourcing data from multiple database applications and consolidating large data sets.
Nice to have
- Prior financial services industry experience.
Culture & Benefits
- In-office collaboration and regular in-person work are central to the role.
- 401(k) with company match and an employee stock purchase plan.
- Paid vacation, volunteering time, and a 28-day sabbatical after five years of service for eligible positions.
- Paid parental leave and family-building benefits.
- Health, dental, vision insurance, and tuition reimbursement.
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