Lead Financial Strategist, Corporate Planning

2 weeks ago

Norwalk, Connecticut, United States HomeServe USA Full time
About HomeServe:
HomeServe is recognized as a Great Place to Work, and we take pride in our commitment to our employees and customers. Our mission revolves around putting people first, ensuring that we are there for our 4.7 million customers during their home repair emergencies, whether it’s restoring air conditioning, clearing clogged pipes, or repairing electrical systems.

Our Impact:
With a network of over 1,000 municipal and utility partners, we provide affordable home repair plans, making it simpler and more cost-effective for homeowners to address their repair needs. For our team of more than 2,500 employees, we foster an inclusive, rewarding, and challenging work environment that is unparalleled.

Position Overview:
We are seeking a Lead Financial Strategist to play a pivotal role in our finance organization. This position will be instrumental in forecasting, budgeting, variance analysis, and reporting. The ideal candidate will possess a strong desire to learn, embrace challenges, and maintain high standards.

Key Responsibilities:
1. Develop financial forecasts and budgets, analyzing and reporting on these figures.
2. Prepare comprehensive monthly analyses of business trends and budget variances for management review.
3. Summarize complex data into clear and concise financial reports, ensuring accuracy and integrity.
4. Conduct ad hoc research and analysis to support optimal corporate decision-making aligned with operational and financial goals.
5. Facilitate monthly meetings with key stakeholders to verify forecast and budget accuracy.
6. Perform complex accounting and financial analyses, leveraging historical data and future trends.
7. Support the monthly financial close process through thorough reviews of GL Actuals and accruals.
8. Execute trending analyses on key performance indicators (KPIs).
9. Assist in the development and implementation of essential reports, including maintaining Hyperion Planning reports for performance and variance analysis.
10. Manage and enhance depreciation reporting tools and trackers.
11. Aid in internal investment modeling, including IRR and ROI assessments.
12. Process Oracle iProc notifications, approving or declining requisitions as necessary.

Qualifications:
- Bachelor’s degree in Accounting or Finance; MBA preferred.
- Minimum of 3 years of relevant experience in corporate financial planning and analysis.
- Proficient in Microsoft Excel with advanced skills.
- Strong analytical, verbal, and written communication abilities.
- Ability to thrive in a deadline-driven environment and respond swiftly to requests.
- Familiarity with GAAP principles is advantageous.
- Experience with Oracle and/or Hyperion Planning software is ideal.
- Self-motivated with a capacity for independent thought and meeting deadlines.
- Well-organized, detail-oriented, and able to work effectively under pressure.

Physical Requirements:
The physical demands outlined are essential for performing the core functions of this role. Reasonable accommodations may be made for individuals with disabilities. The employee is regularly required to listen, talk, and hear, and frequently uses hands or fingers to handle objects or controls. Occasionally, the employee may need to stand, walk, sit, and reach with hands and arms, and must be able to lift or move up to 15 pounds. Vision requirements include close vision, distance vision, and the ability to adjust focus.

What We Value:
At HomeServe USA, we prioritize our people and customers. We seek individuals who are passionate about compliance and supporting a culture that fosters exceptional employee experiences. Our ideal team members:
1. Care deeply about our mission and the people we serve.
2. Communicate openly and honestly.
3. Engage actively in workplace dynamics.
4. Commit to personal and organizational growth.
5. Take ownership and collaborate effectively for outstanding outcomes.
6. Challenge the status quo and strive for continuous improvement.

In Return, We Offer:
- Competitive compensation.
- Opportunities for career development and advancement.
- A friendly, open, and team-oriented work environment.
- Comprehensive benefits, including medical, vision, dental, and life & disability insurance.
- A 401(k) plan with company matching.
- Eligibility for enrollment in up to two HomeServe coverage plans at no cost.

Salary Range:
$87,524.00 to $116,699.00

Bonus Potential: 10%

HomeServe USA is an equal opportunity employer.

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