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Lead Financial Strategist
2 months ago
Augmentjobs is on the lookout for a Lead Financial Strategist to enhance our Financial Services division. This pivotal role demands a seasoned professional who can deliver insightful financial analysis and strategic guidance to meet our organizational goals.
Key Responsibilities- Financial Planning & Analysis: Spearhead the formulation and implementation of financial planning, budgeting, and forecasting initiatives. Provide in-depth financial analysis to aid in strategic decision-making.
- Financial Modeling: Create, refine, and optimize intricate financial models to assess business performance, predict financial outcomes, and support strategic projects.
- Reporting & Presentation: Generate and present comprehensive financial reports, including variance analysis, to senior leadership and stakeholders, ensuring precision and clarity in financial communications.
- Market & Industry Insights: Perform thorough market and industry assessments to identify trends, risks, and opportunities that could influence financial performance.
- Investment Evaluation: Analyze potential investment opportunities, including mergers and acquisitions, through detailed financial due diligence and return on investment assessments.
- Risk Assessment: Recognize and evaluate financial risks and opportunities, offering strategic recommendations to mitigate risks and enhance overall financial performance.
- Collaboration & Leadership: Partner with cross-functional teams, including accounting, operations, and business development, to align financial objectives and strategies. Provide mentorship to junior analysts.
- Compliance & Governance: Ensure adherence to financial regulations, company policies, and best practices in financial reporting and analysis.
- Education: Bachelor’s degree in Finance, Accounting, Economics, or a related discipline. A Master’s degree or relevant certifications (e.g., CFA, CPA) are highly desirable.
- Experience: 6 to 10 years of experience in financial analysis, ideally within the financial services sector.
- Technical Proficiency: Expertise in financial modeling, Excel, and analytical tools. Familiarity with ERP systems (e.g., SAP, Oracle) and financial reporting software is advantageous.
- Analytical Acumen: Exceptional analytical and problem-solving capabilities, with the ability to interpret complex financial data and provide actionable insights.
- Communication Skills: Strong verbal and written communication skills, with the ability to convey complex financial information clearly and concisely to senior management.
- Attention to Detail: High level of accuracy and meticulousness in financial analysis and reporting.
- Business Insight: Profound understanding of the financial services landscape, including market dynamics, regulatory frameworks, and competitive factors.
- Leadership & Teamwork: Proven ability to work collaboratively in a team setting and lead cross-functional initiatives. Experience in mentoring and developing junior team members is a plus.
- Adaptability: Capacity to thrive in a fast-paced, dynamic environment, managing multiple priorities and deadlines effectively.
- Competitive salary within the specified range.
- Comprehensive health, dental, and vision insurance.
- Retirement savings plan with company match.
- Opportunities for professional development and continuous learning.
- Work-life balance with flexible working arrangements.
Join Augmentjobs as a Lead Financial Strategist in our Financial Services team, where your expertise will play a crucial role in shaping the financial trajectory of our organization.