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Lead Financial Strategist
2 months ago
The Lead Financial Strategist role is a multifaceted position within the finance department, acting as a pivotal resource for various sectors including Global Commercial, Technology, and General & Administrative divisions. This role involves the creation of management reports, key performance indicators (KPIs), data modeling, and forecasting to facilitate the growth of business units.
The Lead Financial Strategist will engage with stakeholders across the organization to enhance value through thorough analysis and optimization of financial operations.
Key Responsibilities- Engage in the integration of systems and processes during company acquisitions.
- Act as the primary contact for financial software solutions, addressing administrative, configuration, maintenance, and optimization challenges.
- Develop, monitor, and enhance essential financial reports and metrics, while communicating opportunities for process improvements to financial and executive leadership.
- Deliver both ad hoc and routine reporting and analysis on operational and financial metrics to support informed business decisions.
- Assist in the month-end, quarter-end, and year-end closing processes through preparation and variance analysis.
- Contribute to the enhancement of standardized reporting processes, controls, and business analyses across various divisions.
- Identify cost-saving opportunities and actively participate in their implementation.
- Continuously expand personal knowledge of products, services, and industry needs globally.
- Travel as necessary to fulfill job responsibilities.
- A Bachelor’s degree in Accounting, Finance, Economics, or a related field with strong analytical capabilities.
- 2-4 years of experience in Finance or Accounting, demonstrating key analytical skills.
- Experience in financial modeling and/or Financial Planning & Analysis.
- Familiarity with ERP systems is highly preferred.
- Advanced technical and analytical skills, particularly in Excel, with experience in building or utilizing Macros and Power BI being advantageous.
- Strong interpersonal skills with the ability to collaborate across various groups, including local finance teams and banking partners.
- Capability to establish and maintain new business practices focused on data consolidation and analysis.
- A proactive approach to problem-solving, utilizing data and analysis to address complex business challenges.
- Ability to thrive in a dynamic private equity environment, where change is constant and driving EBITDA growth is essential.
- Experience in a multinational organization is a plus.
- Strong financial acumen, particularly in global services businesses.
The ideal candidate is highly analytical, with a keen interest in data and analysis. They will immerse themselves in the business to understand how financial tools can drive growth and develop key reports using available technology.
- A motivated and energetic financial professional, confident in their superior skills.
- A balanced individual who combines functional experience with intellectual curiosity, characterized by high energy, ambition, adaptability, and a proven track record of successful problem-solving.
- A hands-on individual with excellent interpersonal skills, capable of inspiring teams.
- An adaptable person who can operate under pressure and respond to rapid changes with urgency.
- Comprehensive health insurance options, including medical, dental, vision, and prescription drug coverage for employees and their families.
- Flexible Spending Accounts and Health Savings Accounts.
- Voluntary Short-Term Disability and Group Life Insurance for employees.
- 401K plan with company matching after one year of employment.
- Equity-Based Incentive Plan and annual cash and equity bonuses.
- Paid time off (PTO), including holidays, bereavement, jury duty, and parental leave.