Lead Financial Strategist
4 weeks ago
Position Overview
The Senior Financial Analyst (SFA) position is a pivotal role that lays the groundwork for a rewarding and challenging career in finance. The SFA will engage in various aspects of financial oversight, including reporting, liquidity management, strategic planning, valuations, and forecasting. This role requires close collaboration with other finance professionals, including the Chief Financial Officer and cross-functional teams.
Key Responsibilities
- Prepare and consolidate financial statements on a quarterly and annual basis, actively leading the resolution of technical accounting matters in coordination with auditors.
- Support the month-end closing process, including the preparation, review, and approval of journal entries.
- Compile, analyze, and report on essential business performance metrics, linking operational and financial trends and variances.
- Conduct cash forecasting and liaise with financial institutions to assist with liquidity management and treasury responsibilities.
- Develop, implement, and monitor robust financial controls.
- Assist in preparing various analyses and reports for senior management to facilitate informed business decisions, including monthly and quarterly reports for the board of directors.
- Participate in the forecasting and business planning processes.
- Support the annual valuation process through comprehensive reviews of models and long-term assumptions, preparing management presentations.
- Conduct ad-hoc analyses and create presentations on financial and operational outcomes, as well as support 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 recognized firm and/or project accounting is advantageous.
- Advanced proficiency in Excel, including modeling and advanced functions.
- Strong skills in PowerPoint, with the ability to create impactful presentations.
- Exceptional attention to detail, ensuring delivery of management-ready materials.
- Proven leadership capabilities and a collaborative team player.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication abilities.
- Self-motivated and proactive in managing workload and professional growth.
- Entrepreneurial mindset with a desire for continuous learning and personal development.
- Familiarity with Microsoft Dynamics 365 is a plus.
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