Sr. Financial Planning and Analysis Analyst

2 weeks ago


Austin, United States 49 Financial Full time

The Opportunity At 49 Financial, we are not just in the business of financial planning; we are revolutionizing it. As we reach critical momentum in our mission to simplify financial lives, the need to expand our Financial Planning & Analysis team has never been clearer. This role is designed for an experienced professional ready to harness their expertise in financial analysis to share 49s strategic priorities forward and make a tangible impact.

Why This Role Matters You will provide the insights and foresight necessary to steer our operations and strategic planning efforts during this exciting phase of growth. Your work will directly influence our decision-making processes, helping us continue our trajectory towards becoming a leader in community-oriented financial planning.

Your Impact Financial Strategy Execution: Develop financial models and forecasts that align with our strategic goals. Analyze financial data to inform leadership and shape our financial future. Budget Mastery: Lead our budgeting process, ensuring precision and accountability across the organization. Strategic Support: Offer financial insights that bolster strategic initiatives, aiding in investment decisions and resource allocation. Operational Integrity: Collaborate with internal teams to refine financial processes and ensure data integrity.

What Were Looking For A strategic thinker with a Bachelors degree in Finance, Accounting, Economics, or a related field; an MBA or relevant certification (CFA, CPA) is preferred. Proven experience in FP&A, particularly in financial services or insurance, with a proven track record of driving business performance. Advanced proficiency in financial software and tools, coupled with sharp analytical skills and exceptional clarity in communication. An ability to manage multiple priorities effectively in a dynamic environment.

Join Us:

If you are ready to contribute to a team that values things like teamwork, gratitude, excellence, and authenticity over the more traditional approach, we could be a great fit. At 49 Financial, youll not only contribute to our growth but also become part of a company that is shaping the future of financial services. Learn more about us at 49Financial.com. by Jobble

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