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Senior Financial Planning and Analysis Manager

2 months ago

Akron, Ohio, United States Sequoia Financial Group Full time
About the Role

Sequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering comprehensive financial planning and wealth management services. Our mission is to enrich lives by providing exceptional financial guidance and support to our clients and team members.

Key Responsibilities
  • Financial Planning and Analysis: Assist in the preparation of annual budgets, forecasts, and long-range financial plans, ensuring alignment with the organization's growth and profitability goals.
  • Financial Modeling: Develop and maintain complex financial models for various business units and projects, providing strategic financial insights to support decision-making.
  • Financial Analysis: Analyze financial data to identify trends, variances, and opportunities for improvement, collaborating with cross-functional teams to gather relevant information.
  • Financial Reporting: Support the monthly financial reporting process, including variance analysis and management reporting, ensuring timely and accurate financial information.
  • Ad-Hoc Analysis: Prepare financial analyses and reports as needed to support decision-making, evaluating potential investments, mergers, and acquisitions.
  • Financial Planning and Budgeting: Work closely with executive teams and stakeholders to unify departmental objectives, culminating in a single model of goals and expectations.
  • Financial Process Improvement: Continuously improve financial processes and systems to enhance efficiency and accuracy, maintaining knowledge by reviewing publications and staying up-to-date with industry changes.
Requirements
  • Education: Bachelor's Degree in Finance, Economics, Accounting, or a related field.
  • Experience: 5+ years of experience in financial planning and analysis, investment banking, or a similar role.
  • Skills: Ability to work independently and collaboratively in a fast-paced, growth-oriented environment, with experience developing financial reports, models, and metrics, as well as complex analytics.
  • Communication: Demonstrated ability to communicate effectively across the organization through both verbal and written communication.
  • Technical Skills: Proficiency in Microsoft Excel and other financial software applications, such as Adaptive Planning.
Preferred Qualifications
  • Private Equity Experience: Experience working in private equity or a similar role.
  • Consulting: Experience working in a consulting environment.
  • M&A Focus: Experience working with an organization in a M&A focus.
  • MBA: Master's degree in Business Administration.