Senior Strategic Financial Planning & Analytics Associate

Responsibilities

• Optimize business planning efforts and model development for middle-market companies
• Assist in development of financial and operational reporting and strategic analysis
• Communicate with key stakeholders, including company management and private equity teams
• Support development and deployment of actionable plans and communicate results
• Take ownership of budgeting, forecasting, profitability analysis, and data management tasks

Requirements

• Bachelor's degree required
• 3 years of experience in related field
• Must be able to work in a team environment
• Presentation skills mandatory
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs

Hard Skills

• financial reporting
• operational reporting
• budgeting
• forecasting
• profitability analysis
• data management
• strategic analysis
• business planning
• model development

Soft Skills

• teamwork
• presentation skills
• analytical skills
• communication skills
• stakeholder communication

Certifications & Qualifications

• Bachelor's degree

Industry Keywords

• middle-market companies
• private equity
• actionable plans

Tools & Technologies

• applicable technology