Financial, Planning, and Analysis

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m

Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Financial Planning Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.

• Assist in building a best-in-class FP& A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes
• Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval
• Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights/Workday, the company's budgeting & forecasting tool
• Maintain executive leadership reporting
• Support Management Accounting team for reporting needs
• Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions
• Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership
• Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.

QUALIFICATIONS & REQUIREMENTS:

In order to effectively represent the Company and communicate with clients, the employee must be someone who has:

• Strong problem solving and analytical skills including the ability to identify issues and potential solutions proactively
• A self-starter who takes initiative and ownership over processes and is resourceful
• High degree of accuracy and attention to detail
• Strong verbal and written communication skills
• Energetic with team player mentality and process improvement oriented

EDUCATION, TRAINING & EXPERIENCE:

• 5 years’ experience
• Proficiency with MS office is required

To apply to this hybrid role, please send your resume to John Sadofsky at john.sadofsky@roberthalf.c0m