Treace Financial Professional
1 week ago
About the Job
This position is based in Ponte Vedra, FL, and involves working closely with the Senior Manager of Financial Planning and Analysis to gain valuable insights into financial modeling, forecasting, and decision support. The successful candidate will be responsible for performing financial analysis, completing financial reporting, and assisting with financial planning, including executing annual planning, forecasting, and capital budgeting.
What You'll Do
- Perform financial analysis by collecting, monitoring, and analyzing financial data to create models and support decision making.
- Complete financial reporting including developing and preparing monthly, quarterly, and annual corporate reports highlighting financial results and key performance metrics.
- Assist with financial planning including executing annual planning, forecasting, and capital budgeting.
- Perform financial modeling through developing financial models and overseeing data sources for analysis in support of organizational decision making.
- Conduct market research and analyze industry trends and competitors.
- Develop and implement financial policies and procedures.
- Identify and drive process improvements, including the creation of standard and ad-hoc analytics, reports, and tools.
- Participate in a variety of cross-functional projects as needed and collaborate with other departments.
What We Offer
Treace offers a competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. The estimated salary for this position is $70,000 - $90,000 per year, depending on experience.
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