Senior Financial Planning Expert

5 days ago


Boca Raton, Florida, United States BlueTeam Full time
About the Job

We are seeking a highly skilled Senior Financial Planning Expert to join our team at BlueTeam.

Job Overview

The Senior Financial Planning Expert will play a pivotal role in creating monthly, quarterly, and annual financial reporting packages. This includes analysis of financial results, ad-hoc business and financial analysis, and participation in month-end close responsibilities.

Key Responsibilities
  • Prepare various monthly and annual financial statements with related schedules, including variance analysis of financial results.
  • Perform ad-hoc business and financial analysis utilizing various databases and working with various operational areas to help senior management decision making and strategy, which may require the analysis and summarization of large amounts of data.
  • Analyze financial reports and records, making studies or recommendations relative to the accounting of reserves, assets, and expenditures.
  • Assist in the preparation and completion of the monthly forecast and annual budget with related schedules and presentations.
Requirements
  • Bachelor's degree in Finance or Accounting with a minimum of 5-7 years' experience in a finance/accounting role required.
  • MBA, CPA, or public accounting experience strongly preferred.
Compensation

A competitive salary is offered for this position, estimated to be around $120,000 per year, depending on location and qualifications. Additional benefits include medical, dental, vision, short-term disability, long-term disability, supplemental life insurance, 401(k) with employer match, and paid time off.



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