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Lead Financial Strategist
2 months ago
Position:
Lead Financial Strategist
POSITION SUMMARY:
CPG is in search of a driven and meticulous Lead Financial Strategist to enhance our financial operations. This role is pivotal in overseeing and optimizing the financial aspects of our construction initiatives. The responsibilities may evolve in alignment with the dynamic nature of CPG's projects.
KEY RESPONSIBILITIES:
To excel in this role, the candidate must effectively manage the following responsibilities; additional tasks may be assigned as necessary.
Accommodations may be made to assist individuals with disabilities in fulfilling essential functions.Conducting thorough reviews and analyses of financial documents and reports.
Monitoring key performance indicators (KPIs) and generating financial summaries.
Supporting the budgeting process and monthly financial closures.
Grasping critical business drivers.
Providing financial insights to project teams.
Creating financial forecasts and developing comprehensive financial models.
Performing necessary research and analysis.
Ensuring adherence to financial regulations, company policies, and applicable laws.
Formulating financial models through comparative analysis and process evaluation.
Forecasting quarterly and annual revenue.
Preparing cost estimates.
Evaluating and reporting on the current financial landscape.
Conducting in-depth research of historical financial data.
Investigating investment opportunities and assessing associated risks and benefits.
Collaborating with the CFO and executive leadership on long-term financial strategies.
Analyzing discrepancies between projected and actual outcomes and identifying improvement areas.
Engaging in departmental and project budgeting activities.
Reviewing financial transactions for accuracy.
Establishing financial protocols.
Maintaining confidentiality regarding financial data and investment strategies.
QUALIFICATIONS:
To be successful in this position, candidates must meet the following qualifications. Reasonable accommodations may be made for individuals with disabilities.
Bachelor's degree in finance, accounting, or a related discipline.
A minimum of 2 years of experience in financial planning, analysis, and modeling.
Ability to communicate financial concepts to non-financial stakeholders.
Solid understanding of financial strategies.
Exceptional organizational and multitasking abilities.
Strong communication, interpersonal, and presentation skills.
Detail-oriented with the capacity to thrive in high-pressure situations.
Robust analytical and problem-solving capabilities.
Proficiency in Microsoft Office and familiarity with financial systems such as SAP or Oracle.
COMPUTER SKILLS:
Experience with Microsoft Office and proficiency in navigating various software platforms.
SUPERVISORY RESPONSIBILITIES:
This position does not include supervisory responsibilities.
PHYSICAL DEMANDS:
The physical demands outlined here are representative of those required to successfully perform the essential functions of this role.
Reasonable accommodations may be made for individuals with disabilities.While performing the duties of this position, the employee is regularly required to sit; standing and walking are also necessary. The work environment typically has a moderate noise level. The employee may occasionally need to lift and carry items weighing up to 45 pounds.
The above job description is not intended to be an exhaustive list of duties and standards for the position. Incumbents will follow any additional instructions and perform other related tasks as assigned by their supervisor.
CPG is an equal opportunity employer. We welcome all employment applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
COMPENSATION RANGE:
$70,555 - $105,781 per year