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Lead Financial Strategist

2 months ago

Seattle, Washington, United States Addison Group Full time
Position: Lead Financial Strategist

Location: Seattle, WA

Compensation: $115,000 - $125,000 / year (Dependent on Experience) + potential annual bonus

Internal Job ID:

Our client, a well-established engineering and infrastructure design firm in Seattle, is known for its commitment to quality and stability. With extensive industry experience, they focus on providing superior solutions while promoting a collaborative and innovative workplace. The Lead Financial Strategist will be integral to the organization's financial planning and analysis team. This role requires an experienced professional with a comprehensive understanding of financial forecasting, budgeting, and modeling. The ideal candidate will excel in managing the intricacies of multi-entity budgeting and forecasting, equipped with robust analytical skills to inform business decisions.

Key Responsibilities:

1. Forecasting:

o Create and sustain financial forecasts to aid strategic decision-making.

o Examine historical financial data to uncover trends and provide actionable insights.

2. Budgeting:

o Oversee the annual budgeting process for various entities within the organization.

o Collaborate with department leaders to ensure precise and thorough budget submissions.

o Track and report on budget discrepancies, offering recommendations for corrective measures.

3. Financial Modeling:

o Construct, update, and maintain intricate financial models to support business objectives.

o Perform scenario analysis to assess the financial implications of potential business decisions.

4. Multi-Entity Budgeting:

o Coordinate and manage the budgeting process across different business units and entities.

o Ensure consistency and accuracy in financial reporting across all entities.

5. Short and Long-Term Financial Planning:

o Assist in developing short-term and long-term financial strategies aligned with the company's goals.

o Prepare financial presentations and reports for senior management and stakeholders.

6. Reporting and Analysis:

o Generate regular financial reports, including income statements, balance sheets, and cash flow statements.

o Conduct variance analysis and provide insights on financial performance.

7. Collaboration:

o Work with cross-functional teams to support financial initiatives and enhance business performance.

o Act as a key financial advisor to senior management and department leaders.

Qualifications:

•Bachelor's degree in Finance, Accounting, or a related discipline; MBA or CPA preferred.

•Minimum of 4 years of experience in financial analysis, forecasting, and budgeting.

•Expertise in financial modeling and advanced Excel capabilities.

•Strong analytical and problem-solving skills.

•Exceptional communication and interpersonal abilities.

Benefits:

•401K with matching contributions.

•Comprehensive medical, dental, vision, and life insurance.

•Transportation benefits.

•Paid vacation, sick leave, and holidays.

Why choose Addison Group?
  • Compensation : We negotiate competitive salaries based on U.S. Bureau of Labor Statistics
  • Benefits & Bonuses : Eligible for medical, dental, vision insurance benefits, 401K, and monetary bonuses
  • Permanent Employment : Many of Addison's Finance & Accounting positions lead to potential permanent roles
  • Connections : Direct connections with hiring managers from reputable organizations
  • Options : Multiple employment options available near your residence
  • Professional Development : Support with hiring process guidance, resume enhancement, and employment term negotiation
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.