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Lead Financial Strategist

2 months ago

Raleigh, North Carolina, United States Vaco Full time
Position Overview:
The Principal Financial Analyst is instrumental in the financial planning and analysis (FP&A) sector, delivering strategic insights and aiding decision-making through comprehensive financial assessments, forecasting, and reporting. This position requires collaboration with various departments to enhance financial performance and ensure alignment with the organization's fiscal objectives.

Core Responsibilities:
  • Financial Planning & Analysis:
    • Analyze and interpret intricate financial data to inform business strategies.
    • Oversee the annual budgeting and quarterly forecasting activities, including variance evaluations.
    • Develop detailed financial models for diverse business scenarios.
  • Reporting:
    • Generate monthly, quarterly, and annual financial reports and presentations for executive leadership.
    • Track essential financial metrics, KPIs, and trends to pinpoint improvement opportunities.
    • Guarantee timely and precise financial reporting in accordance with GAAP/IFRS standards.
  • Business Collaboration:
    • Work alongside department leaders to formulate financial strategies and optimize resource distribution.
    • Serve as a primary contact for financial inquiries and provide insights into financial performance.
    • Assist in crafting business cases, investment evaluations, and ROI analyses for new initiatives.
  • Process Enhancement:
    • Identify opportunities to refine and enhance financial processes, systems, and controls.
    • Implement best practices in financial planning and analysis.
    • Lead or engage in cross-departmental projects aimed at boosting financial performance.
  • Risk Assessment:
    • Conduct financial risk evaluations and propose mitigation strategies.
    • Support the development and execution of internal controls to protect company assets.
    • Assist in both internal and external audit procedures.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline is mandatory.
  • 4+ years of experience in financial analysis.
  • Proficiency in financial modeling, forecasting, and reporting.
  • Strong analytical and problem-solving capabilities.
  • Advanced skills in Microsoft Excel and financial modeling software.
  • Experience with ERP systems (e.g., SAP, Oracle) and financial reporting tools.
  • Exceptional communication and presentation abilities.
  • Meticulous attention to detail and capacity to operate under tight deadlines.
  • CPA, CFA, or similar certification is advantageous.

Vaco promotes a diverse workplace and strongly encourages applications from women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans.

EEO Statement

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, sex, religion, national origin, age, disability, veteran status, union membership, ethnicity, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as mandated by federal, state, or local law.

Vaco LLC and its affiliates are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its affiliates will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us.

Vaco also wants all applicants to be aware of their rights regarding workplace discrimination.