Financial Planning

2 weeks ago


Jacksonville, United States Majority Strategies LLC Full time
Job DescriptionJob Description

Position Title: FP&A Senior Associate

Location: Remote position. Jacksonville, FL preferred, but open to remote.

Company Overview:

Job Description:

As a Financial Planning & Analysis Senior Associate, you will play a crucial role in supporting our finance department by assisting in the preparation and documentation of various financial analysis projects. Your responsibilities will include, but are not limited to:

  • Collaborating with senior financial analysts to create comprehensive variance analysis reports and develop intricate financial models to provide insights into our company's financial performance.
  • Taking the lead in real-time financial performance monitoring, ensuring that any deviations from expected outcomes are identified and addressed promptly.
  • Presenting detailed weekly and monthly financial reports to departmental managers and sales leadership, providing valuable insights and recommendations for optimizing financial strategies.
  • Acting as a liaison between the finance department and other relevant teams within the organization, escalating any financial issues to management for timely resolution.
  • Playing a key role in setting and tracking key performance indicators (KPIs) and objectives, working closely with stakeholders to ensure alignment with organizational goals.
  • Proactively recommending strategies for increasing financial performance, leveraging your analytical skills and industry expertise to identify opportunities for growth and efficiency.
  • Demonstrating proficiency in utilizing Quickbooks Online and PowerBI for financial data analysis and reporting, with advanced knowledge of Excel being a requirement for this role.
  • Supporting the Director of Finance and CFO in various ad hoc tasks and projects as needed, contributing to the overall success of the finance department and the organization as a whole.

Qualifications:

  • Bachelor's degree in accounting, finance, or a related field is required.
  • Previous experience in a similar role within a finance or accounting department is preferred.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and draw actionable insights.
  • Excellent communication and presentation skills, with the ability to effectively convey financial information to both financial and non-financial stakeholders.
  • Detail-oriented mindset with a commitment to accuracy and precision in all tasks.
  • Ability to work effectively both independently and as part of a team in a fast-paced and dynamic environment.
  • Proficiency in Microsoft Office Suite, particularly Excel, is essential for this role.
  • Experience with Quickbooks Online and PowerBI is highly desirable.

Reporting Structure:

This position reports directly to the Director of Finance and will work closely with the CFO to support the finance department's objectives and initiatives.




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