Lead Financial Strategist

2 weeks ago


Des Moines, Iowa, United States Gardner Capital Inc Full time

Company Overview:
Gardner Capital, a prominent player in the fields of affordable housing and renewable energy development, is on a trajectory of significant expansion. We are seeking to enhance our leadership team to support our growth initiatives.

Position Summary:
The Lead Financial Strategist role is pivotal within the Financial Planning and Analysis team, focusing on high-level modeling for executives, owners, and investors.

Key Responsibilities:
1. Develop and sustain rolling forecasts for the performance of Gardner's core business segments.
2. Monitor expenses and revenues against budget, re-forecasting as necessary, and prepare annual budgets for company and unit performance.
3. Support the executive team in modeling and evaluating new projects and loan opportunities.
4. Identify weaknesses in financial planning, forecasting, and analysis, and implement improvements.
5. Continuously enhance the presentation of financial statements and related reports.
6. Provide guidance to various departments and assist with special projects.
7. Undertake ad hoc projects, including modeling exercises and analysis of loan agreements and legal documents.
8. Maintain economic models for key investments.
9. Track projects and economic assets, including major receivables.
10. Assist with due diligence as required.
11. Perform other duties as assigned.

Qualifications:
To excel in this role, candidates should possess:
- A Bachelor's degree in accounting or finance with a minimum of three years of relevant experience.
- Proficiency in Microsoft Office (preferably Office 365), SharePoint, and accounting software such as Great Plains.
- An MBA, CPA, or similar professional designation is advantageous.
- Knowledge of SQL and/or VBA is a plus.

Skills Required:
- Exceptional communication skills and analytical expertise to articulate financial documents and strategies to senior management.
- Strong organizational, time management, and prioritization abilities.
- High ethical standards, maintaining discretion and confidentiality.
- A self-starter mentality, capable of identifying issues and proposing solutions.
- Effective collaboration skills, with the ability to lead a team when necessary.
- Adaptability to changing project demands and a high-energy approach.

Compensation:
The salary range for this position is $75,000 – $115,000, with individual experience and skills influencing final placement within this range.

Gardner Capital, Inc. is committed to equal opportunity employment, making all hiring decisions based on ability and job-related qualifications, without regard to race, religion, sex, color, national origin, age, disability, sexual orientation, military status, marital status, or any other classification prohibited by law.



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