6 дней назад
Assistant Director, Financial Planning & Analysis
108 160 - 162 240$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Assistant Director, Financial Planning & Analysis (Financial Planning/AI): Leading planning, forecasting, budgeting, workforce planning, and performance reporting for a large service call-center organization with an accent on financial modeling, cost optimization, and operational decision support. Focus on evaluating AI and automation investments, improving resource allocation, and translating complex financial and operational data into executive recommendations.
Location: Milwaukee, WI, United States; hybrid/onsite
Salary: $108,160–$162,240 per year. Geographic-specific pay structures may apply in eligible locations.
Company
is a financial services company focused on serving clients and supporting enterprise business performance.
What you will do
- Lead annual planning, forecasting, budgeting, and long-range financial planning for assigned business areas.
- Partner with Service leaders to translate financial and operational performance into actionable recommendations.
- Develop KPIs, financial metrics, financial models, scenario analyses, business cases, and investment evaluations.
- Analyze actual results against budgets and forecasts and prepare executive-ready reporting on performance, risks, and opportunities.
- Manage workforce and expense planning, including headcount forecasts, hiring requests, organizational changes, and staffing alignment.
- Drive process improvement, automation, cost optimization, AI adoption, and operational efficiency initiatives while coaching finance team members.
Requirements
- Bachelor’s degree in accounting, finance, business administration, or a related field.
- At least 7 years of financial leadership experience in accounting, finance, or financial reporting and analysis.
- Strong analytical, planning, budgeting, problem-solving, negotiation, and written and oral communication skills.
- Ability to develop and interpret financial models for complex analysis.
- Experience building relationships across organizational levels and leading through ambiguity, organizational change, and business transformation.
- Ability to work in the Milwaukee, Wisconsin corporate location in a hybrid/onsite arrangement.
Nice to have
- CPA or MBA designation.
Culture & Benefits
- Work with senior leaders and cross-functional business partners.
- Focus on data-driven decision-making, accountability, collaboration, and continuous improvement.
- Opportunities to support service transformation, AI adoption, workforce modernization, and enterprise value creation.
- Compensation is structured according to location, skills, experience, market conditions, and other hiring factors.
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