Lead Financial Planning

2 weeks ago

Akron, Ohio, United States Sequoia Financial Group LLC Full time
Job Overview

Sequoia Financial Group LLC is a dynamic Registered Investment Advisor (RIA) based in Northeast Ohio, dedicated to providing exceptional financial planning and wealth management services. Our mission is clear: to enrich lives. We are guided by core values that shape our actions and decisions:

  • Integrity: We prioritize the best interests of our clients and team, ensuring a transparent and consistent experience.
  • Passion: We strive for excellence, continuously enhancing our capabilities to serve our clients effectively.
  • Teamwork: We collaborate selflessly, focusing on collective success for our clients.

At Sequoia, we promise growth for our team members. Whether you are an experienced professional or a recent graduate, you will find opportunities to refine your career, embrace new challenges, and take on leadership roles. We are committed to helping you build a fulfilling career as a long-term contributor to our mission of enriching lives.

Position Summary

We are looking for a skilled and driven Lead Financial Planning & Analysis Specialist to become a vital part of our finance team, reporting directly to the Vice President of FP&A. The successful candidate will play a crucial role in the forecasting, budgeting, and financial analysis processes, delivering strategic financial insights that align with the organization's growth and profitability objectives. The ideal candidate will possess a robust understanding of financial management principles, exceptional analytical and financial modeling skills, and the ability to communicate complex results and trends effectively.

Key Responsibilities
  • Assist in the development of annual budgets, forecasts, and long-term financial strategies.
  • Create and maintain financial models for various business segments and initiatives.
  • Analyze financial data to uncover trends, variances, and areas for enhancement.
  • Collaborate with cross-functional teams to collect relevant data for financial assessments.
  • Support the monthly financial reporting cycle, including variance analysis and management reporting.
  • Prepare ad-hoc financial analyses and reports to facilitate informed decision-making.
  • Assist in evaluating potential investments, mergers, and acquisitions.
  • Work closely with executive teams and stakeholders to align departmental objectives with overall goals.
  • Define and manage the organization's 'Should Cost' model to guide departmental budget targets.
  • Oversee joint business planning and integrated budgeting processes in collaboration with the Head of Finance.
  • Develop multi-year forecasting models; conduct revenue and profitability scenario analyses.
  • Provide insights by conducting quantitative analyses of financial situations.
  • Recommend financial actions based on the organization's strategic objectives.
  • Stay informed by reviewing industry publications and monitoring changes in the financial landscape.
  • Continuously enhance financial processes and systems to improve efficiency and accuracy.
Qualifications
  • Bachelor's Degree in Finance, Economics, Accounting, or a related discipline.
  • 5+ years of experience in financial planning and analysis, investment banking, or a comparable role.
  • Ability to work both independently and collaboratively in a fast-paced, growth-oriented environment.
  • Experience in developing financial reports, models, and metrics, along with complex analytics.
  • Demonstrated proficiency in effective communication across the organization, both verbally and in writing.
  • Advanced skills in Microsoft Excel and familiarity with financial software applications, such as Adaptive Planning.
Preferred Qualifications
  • Experience in Private Equity.
  • Background in Consulting.
  • Experience with organizations focused on M&A activities.
  • MBA is a plus.

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