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Senior Financial Planning and Analysis Specialist

2 months ago

Stamford, Connecticut, United States Sacred Heart University Full time

Position Overview:
The Sacred Heart University finance team is seeking a proactive and detail-oriented Senior Financial Planning and Analysis Specialist. This role is crucial for those who have a solid background in financial modeling, budget preparation, and accurate reporting to keep management informed about business performance.

Key Responsibilities:
As a Senior Analyst, you will be responsible for:

  • Collaborating with external consultants to ensure high-quality deliverables while transforming project finance models into comprehensive project life tracking models.
  • Preparing segments of the annual budget and monthly forecasts for your designated portfolio, ensuring accuracy in financial inputs and outputs.
  • Taking full ownership of the financial aspects of assigned projects, including the preparation and review of financial results.
  • Working cross-functionally to develop and validate sound business assumptions.
  • Conducting valuation analyses of operational assets.
  • Creating presentations that articulate business cases and sensitivity analyses.
  • Contributing to both periodic and ad-hoc initiatives within the FP&A and Transactions department.

Core Competencies:
The ideal candidate will possess:

  • Exceptional problem-solving, communication, and interpersonal skills.
  • A comfort level with data-intensive roles that involve complex financial models.
  • Outstanding analytical abilities and effective time management skills.
  • A keen attention to detail, paired with a holistic understanding of business issues.
  • Strong communication skills, capable of conveying a business narrative through data.
  • A growth-oriented mindset, characterized by curiosity and a willingness to embrace calculated risks.

Qualifications:
Applicants should have:

  • A minimum of 3 years of relevant experience in FP&A, M&A, finance, or business valuation analysis.
  • Experience or a proven ability to navigate financial planning software.
  • Familiarity with accounting systems.
  • Experience in preparing and reviewing complex financial models in Excel.
  • Strong verbal and written communication capabilities.

Sacred Heart University is an Equal Opportunity Employer committed to fostering diversity and inclusion in the workplace.