Strategic Financial Consultant

2 weeks ago


Mishawaka, Indiana, United States The Ladders Full time
Company Overview: The Ladders is committed to fostering growth and development within its workforce, clients, partners, and communities. Our foundation is built on trust, integrity, respect, accountability, and teamwork. We believe that aligning our business goals with personal aspirations and core values is essential for sustainable growth and success.

Position Title: Financial Analyst

Exempt Status: Exempt

Accountable To: Director of Finance

Job Summary: The Financial Analyst plays a pivotal role in supporting the significant growth and expansion of the organization. This position is integral to the Financial Planning and Analysis (FP&A) team, providing valuable financial insights, modeling, and reporting to facilitate strategic decision-making. The ideal candidate will demonstrate strong analytical and modeling capabilities, proficiency in Excel and PowerPoint, and the ability to effectively communicate findings to various levels of management. This role requires a solid understanding of financial principles and the capacity to adapt to evolving priorities, meet deadlines, and perform well under pressure.

Duties and Responsibilities:
  • Assist in the annual budgeting and forecasting processes for designated business units, emphasizing accurate forecasting and variance analysis to enhance business understanding and support informed decision-making.
  • Conduct in-depth analyses to identify current trends and performance metrics, while recognizing risks and opportunities, assessing impacts, and recommending changes to address discrepancies.
  • Engage proactively with stakeholders, employing a curious mindset to identify root causes of issues while effectively prioritizing urgency and relevance.
  • Support organizational planning cycles by developing financial models, performing scenario analyses, and consistently evaluating progress towards objectives.
  • Collaborate with business leaders to manage financial performance and promote continuous improvement.
  • Take responsibility for the preparation of monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs), ensuring accuracy and timeliness.
  • Create and update presentations to communicate financial insights to senior management.
  • Perform additional duties as assigned.
Required Skills and Abilities:
  • Experience in corporate finance and analytics.
  • Exceptional analytical, problem-solving, and project management skills with a proven track record of delivering results.
  • Strong interpersonal skills with the ability to build relationships across all levels and influence key stakeholders.
  • Excellent verbal and written communication skills, with the ability to convey complex issues clearly.
  • Highly motivated, innovative, and strategic thinker capable of thriving under pressure and tight deadlines.
Education and Experience:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
  • Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
  • Minimum of 5 years of experience as a Financial Analyst or in a similar role.
  • Preferred experience with financial software and tools.
  • Experience with data visualization tools is a plus, but not mandatory.
Additional Information: Reasonable accommodations may be made for individuals who can perform the essential duties of the position. Confidentiality of information encountered in this role must be maintained.

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