Lead Financial Strategy Manager
1 week ago
About the Company
Bell & Associates, Inc. is a distinguished Executive Recruiting & Staffing leader based in Kansas City, specializing in various practice areas including Accounting/Finance, Engineering, Executive Leadership, Financial Institutions, Healthcare, Human Resources, Information Technology, and Manufacturing/Operations Management.
Position Overview
We are collaborating with a family-owned enterprise in the aviation and real estate sectors, seeking a Senior Financial Planning and Analysis professional to support the Director of FP&A in steering the organization through its expansion and new business initiatives.
This pivotal role will significantly influence the strategic financial decision-making processes within the organization. The ideal candidate will possess a proven track record of career advancement in previous roles.
Key Responsibilities
- Collaborate closely with divisional leaders to drive financial strategy.
- Oversee budgeting, forecasting, and long-term financial planning.
- Generate monthly analytical reports on essential financial statements, including income and balance sheets.
- Conduct reviews of Profit and Loss statements to ensure compliance with GAAP and internal standards.
- Develop and manage dashboards while handling large-scale data manipulation.
- Lead financial initiatives such as cost analysis, ROI assessments, client growth evaluations, pricing strategies, and other projects aimed at enhancing business success.
Preferred Qualifications
- A Bachelor's degree in Finance or a related field is essential.
- Possession of CPA or CFA credentials is advantageous.
- Proficiency in advanced Excel and data analytics is preferred.
- A minimum of 3-5 years of prior experience in FP&A is desirable.
- Familiarity with PowerBI is a plus.
Bell & Associates, Inc. has been recognized by Forbes as one of the Best Professional Recruiting Firms in America.
Discover Better Talent and Better Opportunities with Us.
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