Lead Financial Strategist

2 weeks ago

Holland, Michigan, United States Creative Financial Staffing Full time

Position Overview for Senior Financial Analyst: In the role of Senior Financial Analyst, you will be integral to the processes of budgeting, forecasting, financial reporting, and strategic financial planning. Collaborating with various teams, you will provide valuable insights that drive decision-making and uphold the accuracy of our financial information. This position offers a hybrid work model, allowing for both remote work and in-person collaboration.

Key Responsibilities:

  • Budgeting & Forecasting:
    • Oversee the formulation and implementation of annual budgets and financial forecasts.
    • Work alongside department leaders to collect data and create precise financial projections.
    • Analyze discrepancies between actual results and budgeted expectations, offering suggestions for corrective measures.
  • Financial Reporting:
    • Compile and present monthly, quarterly, and annual financial statements to upper management.
    • Guarantee timely and precise financial reporting in line with corporate policies and regulatory standards.
    • Develop and sustain financial models to aid in reporting and strategic decision-making.
  • Financial Planning:
    • Perform comprehensive financial analyses to support strategic initiatives and business objectives.
    • Assess financial performance and identify trends, risks, and opportunities.
    • Deliver insights and recommendations to improve financial outcomes and meet organizational targets.
  • Cross-Functional Collaboration:
    • Collaborate with various departments to facilitate financial planning and budgeting efforts.
    • Provide mentorship and support to junior analysts and team members.
    • Assist in preparing presentations and reports for executive leadership and stakeholders.
  • Process Improvement:
    • Continuously seek and implement enhancements in financial processes and systems.
    • Ensure adherence to best practices in budgeting, forecasting, and financial reporting.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline; CPA, CFA, or MBA is advantageous.
  • A minimum of 3 years of experience in financial analysis, budgeting, forecasting, and reporting.
  • Advanced skills in financial modeling, Excel, and financial software applications (e.g., ERP systems, BI tools).
  • Strong analytical and problem-solving abilities with meticulous attention to detail.
  • Excellent communication and presentation skills, capable of conveying complex financial data clearly.
  • Proven ability to thrive in a fast-paced, dynamic environment.
  • Capacity to work independently and collaboratively, demonstrating effective organizational and time management skills.

Perks and Benefits:

  • Hybrid work schedule
  • Competitive salary and performance-based bonuses.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) plan with company match.
  • Generous paid time off and holiday schedule.
  • Opportunities for professional development and career advancement.
  • A collaborative and supportive work culture.

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