Business Financial Advisor
1 week ago
About the Company
My Job Tank Inc. specializes in delivering tailored strategic financial advisory and wealth management services to a diverse clientele. Our firm is built on strong relationships and exceptional client service, consistently anticipating and addressing the financial management and operational needs of our clients, which include businesses, individuals, families, and non-profit organizations.
Key Responsibilities
- Construct financial models for emerging business ventures, collaborating closely with product managers and senior leadership.
- Compile monthly financial reporting packages for management, evaluating performance against forecasts and financial projections.
- Foster relationships with essential business stakeholders.
- Lead and oversee special projects or analyses as required. This may encompass modeling and valuation, conducting due diligence, formulating business plans, and providing strategic decision support to management regarding initiatives, business growth, and potential acquisitions.
- Examine historical revenue and expense patterns in relation to key performance indicators (KPIs).
- Spot opportunities to enhance process efficiency, streamline data collection, utilization, and presentation.
Qualifications
- Bachelor's degree in accounting, finance, or a related discipline; CPA or MBA is advantageous but not mandatory.
- 2 to 5 years of experience in management reporting, financial analysis, and/or accounting, ideally within the financial services sector.
- Outstanding Excel and data analysis skills are essential, including advanced Excel capabilities and the ability to integrate large datasets from various sources.
- Familiarity with reporting tools, such as Hyperion, is necessary; experience with SAP is preferred.
- Proven experience collaborating with business leaders and operational stakeholders as a strategic advisor, using relevant data to inform business decisions.
- Capacity to thrive in a dynamic and evolving environment.
- Exceptional verbal and written communication abilities.
- Must demonstrate strong attention to detail, be self-driven, curious, and capable of prioritizing and managing multiple tasks simultaneously.
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