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We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Sr. Financial Planning Advisor
Location
United States
Posted
106 days ago
Salary
0
No structured requirement data.
Job Description
Sr. Financial Planning Advisor
Jobgether
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role is pivotal in enabling the leadership team to make informed strategic, operational, and tactical decisions. The candidate will assess progress towards objectives, analyze trends, and focus on future forecasting. By delivering detailed analyses and reports, the Consultant will enhance the leadership's understanding of business performance and growth opportunities. This position supports multiple business leaders, providing financial expertise that is crucial for effective decision-making across various functions. The Consultant's efforts will align financial strategies with long-term goals, ensuring optimal support for the organization's objectives. - Lead the development of financial forecasts, budgets, and long-term financial plans. - Analyze financial performance, identify trends, and provide actionable recommendations for operational efficiency. - Design and present strategic reporting to senior management highlighting KPIs and financial highlights. - Collaborate with department heads to manage and monitor departmental budgets. - Evaluate potential investments and acquisitions through ROI analyses. - Ensure adherence to financial regulations and collaborate with accounting for audits and reporting. - Develop financial models for forecasting and assessing risks. - Partner with leadership to formulate financial strategies aligned with long-term goals. Qualifications - Bachelor’s degree in Finance, Accounting, or related field, or equivalent experience. - MBA or advanced financial certifications (CPA, CFA) preferred. - 7+ years of experience in progressive finance roles. - Proven experience with capital planning and ROI analysis. - Experience in a similar role in a multi-location sales or retail environment. - Strong financial analysis and modeling skills. - Experience in private equity environments and familiarity with investor reporting. - Previous team management experience preferred. - Proficient in financial software and ERP systems. - Excellent communication and presentation skills. Benefits - Remote work flexibility. - Opportunities for professional growth and training. - Competitive salary and benefits package. - Collaborative team environment. - Participation in strategic decision-making processes. - Potential travel for team meetings and events. Company Description
Job Requirements
- Bachelor’s degree in Finance, Accounting, or related field, or equivalent experience.
- MBA or advanced financial certifications (CPA, CFA) preferred.
- 7+ years of experience in progressive finance roles.
- Proven experience with capital planning and ROI analysis.
- Experience in a similar role in a multi-location sales or retail environment.
- Strong financial analysis and modeling skills.
- Experience in private equity environments and familiarity with investor reporting.
- Previous team management experience preferred.
- Proficient in financial software and ERP systems.
- Excellent communication and presentation skills.
Benefits
- Remote work flexibility.
- Opportunities for professional growth and training.
- Competitive salary and benefits package.
- Collaborative team environment.
- Participation in strategic decision-making processes.
- Potential travel for team meetings and events.
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