Chief Financial Strategist

1 week ago

Washington, United States EPIP Full time
Job Summary

We are seeking a skilled Chief Financial Strategist to join our Partner Solutions team at Arabella Advisors. As a vital member of the team, you will lead financial reporting and analysis functions in a fast-paced and innovative environment.

In this role, you will manage Partner Solutions' financial reporting and analysis, working closely with the Head of Operational Excellence and Corporate Finance to develop and maintain annual budgets and revised forecast models. Your expertise will help drive efficiency, effectiveness, and continuous improvement within the department.

Key Responsibilities
  • Financial Management
    • Cordinate activities related to PS's annual budget and monthly forecasting process.
    • Ensure PS's annual operating budget and financial processes align with and support the department's goals.
    • Manage PS's finance function and activities including department's financial management, reporting and analysis, and financial consolidation.
    • Evaluate budget and financial requests within PS. Perform budget analysis and make recommendations to support budgetary decision-making.
    • Participate in strategic cross-teams planning to help drive the department's efficiency, effectiveness, and continuous improvement models.
    • Lead finance-focused process improvement projects across PS.
    • Act as primary liaison with corporate finance team.
  • Financial Data Analysis
    • Collaborate on various initiatives with the revenue and pricing and profitability team leads.
    • Work in close partnership with revenue management teams to establish and track progress against goal and spending triggers.
    • Partner with the Head of Operational Excellence and Corporate Finance to develop and maintain Partner Solutions' annual budget and revised forecast models.
    • Forecast financial needs throughout the year.
    • Identify, flag, and analyze financial and budgetary risks.

Requirements and Qualifications

  • Bachelor's degree in finance, accounting, or related field is required (MBA, CFA, or CPA a plus).
  • At least 3-5 years of experience in financial analysis is required.
  • To be an inquisitive problem solver with robust financial and analytical skills.
  • To be able to take initiative, work independently, and collaboratively and manage effectively in a high growth and fast-paced environment.
  • Advanced proficiency with Excel for data analysis and developing templates.
  • To be adept at written and verbal communication skills and have strong business acumen.
  • To be able to manage multiple concurrent projects.
  • An ability to simplify and explain complex financial concepts to non-financial stakeholders.
  • Strong knowledge of various business and financial data software.
About Us

Arabella Advisors is a mission-driven organization that seeks to advance social justice through advocacy and policy change. We value diversity, equity, and inclusion, and we encourage applicants from all backgrounds to apply.

This position can be based in Washington, DC, Durham, NC, or Chicago, IL, or can be remote from approved locations. The salary range for this position is $85,000-$110,000 per year, depending on location and experience.

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