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Financial Portfolio Strategist

2 months ago

Miami, United States The Ladders Full time
ABOUT THE LADDERS

At The Ladders, we envision a workplace that thrives at the forefront of innovation, technology, and finance. As a prominent player in the industry, we are dedicated to creating an environment where talented individuals can collaborate, tackle challenges, and make a significant impact from the outset. If you are a driven professional seeking a fulfilling and dynamic career, you have found the right opportunity.

ROLE OVERVIEW

In the capacity of a Portfolio Manager within the Financial Planning & Analysis (FP&A) team at The Ladders, you will be instrumental in enhancing the company's financial planning frameworks, budgeting processes, forecasting accuracy, and strategic evaluations. Your insights and recommendations will be vital in guiding senior leadership towards informed decision-making and the attainment of financial objectives. This role demands a meticulous individual with robust analytical capabilities, financial expertise, and a collaborative spirit.

Key Responsibilities

Financial Analysis and Reporting:
  • Contribute to the creation of monthly, quarterly, and annual financial statements and presentations for executive leadership.
  • Perform variance analysis to pinpoint key factors influencing financial outcomes, providing insights and clarifications for discrepancies against budget, forecast, and historical data.
Budgeting and Forecasting:
  • Assist in the annual budgeting cycle by engaging with department leaders, consolidating financial information, and evaluating budget proposals.
  • Support the development of financial forecasts and updates informed by business trends, operational performance, and market conditions.
Financial Modeling:
  • Create and sustain financial models that underpin budgeting, forecasting, and strategic planning efforts.
  • Conduct scenario analyses and sensitivity assessments to explore potential outcomes and associated risks.
Business Collaboration:
  • Work closely with various business units to gain insights into their financial performance, key metrics, and strategic priorities.
  • Deliver financial insights and analyses to bolster decision-making and enhance operational efficiency.
Ad-hoc Analysis and Projects:
  • Execute ad-hoc financial analyses, ROI assessments, and special projects as directed by management.
  • Assist in the evaluation of business cases for new investments, product introductions, and strategic initiatives.
Process Enhancement:
  • Identify avenues for refining financial processes, boosting data accuracy, and improving reporting capabilities.
  • Implement best practices in FP&A to maximize efficiency and effectiveness.
Financial Systems and Tools:
  • Leverage financial planning software and ERP systems to extract, analyze, and interpret financial data.
  • Continuously enhance proficiency in financial systems and tools to support FP&A functions.
ABOUT YOU
  • A Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
  • A minimum of 4 years of experience in financial planning and analysis, accounting, or similar roles.
  • Exceptional analytical and problem-solving skills with a keen eye for detail.
  • Proficiency in Microsoft Excel and financial modeling techniques.
  • Ability to thrive in a fast-paced environment while managing multiple priorities.
  • Strong communication and interpersonal skills, with a collaborative approach across functional teams.
  • Familiarity with financial planning software and ERP systems is advantageous.
WORK ENVIRONMENT

This position is based in an office setting, fostering collaboration and teamwork. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

WHY JOIN THE LADDERS?

The Ladders offers a comprehensive benefits and wellness program that includes medical, dental, vision, life, and disability insurance, along with paid time off. We are committed to building an exceptional team within the industry. Our culture is driven by an entrepreneurial spirit, transparency, and a relentless pursuit of growth.

At The Ladders, you will have the chance to:

• Collaborate with talented peers from diverse educational and professional backgrounds, including technology, finance, and consulting.

• Innovate and propose new products, services, and initiatives to a leadership team composed of experienced entrepreneurs and executives.

• Engage in meaningful discussions in a meritocratic environment where learning is encouraged and valued.

• Cultivate a lasting network of professional connections at the intersection of technology and finance.