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Lead Financial Strategist
3 months ago
Position Overview
The Senior Financial Analyst (SFA) role is a pivotal position that lays the groundwork for a rewarding and challenging career in finance. The SFA will engage deeply in financial reporting, liquidity oversight, strategic business planning, valuations, and forecasting. This role will collaborate closely with various finance team members, including the Chief Financial Officer and other operational groups.
Key Responsibilities
- Generate consolidated financial statements on a quarterly and annual basis while actively leading the resolution of complex accounting matters, coordinating with external auditors as necessary.
- Facilitate the month-end closing process, which includes the preparation, review, and authorization of journal entries.
- Analyze and report on essential business performance metrics, linking operational and financial trends to provide insightful variance analysis.
- Prepare cash flow forecasts and liaise with financial institutions to enhance liquidity management, plan distributions, and fulfill treasury obligations.
- Establish, implement, and oversee financial controls to ensure compliance and accuracy.
- Assist in the development of various analyses and reports for senior leadership to aid in strategic decision-making, including comprehensive monthly and quarterly reports for the board of directors.
- Participate in the forecasting and business planning processes.
- Support the annual valuation process through thorough reviews of financial models and long-term assumptions, preparing management presentations as needed.
- Conduct ad-hoc analyses and create presentations on financial and operational outcomes, as well as assist with special projects.
Qualifications
- A minimum of three to five years of experience in an accounting role, demonstrating a history of high performance.
- Experience in advisory or corporate finance at a reputable firm and/or project accounting is advantageous.
- Expertise in Excel, including advanced modeling and functions.
- Proficiency in PowerPoint, with the ability to create compelling presentations.
- Meticulous attention to detail is essential, with a proven ability to produce management-ready materials.
- Demonstrated leadership capabilities and a collaborative team-oriented mindset.
- Strong analytical and problem-solving skills.
- Exceptional verbal and written communication skills.
- Self-driven and proactive in managing workload and pursuing professional growth.
- Entrepreneurial mindset with a commitment to continuous learning and personal development.
- Familiarity with Microsoft Dynamics 365 is a plus.