Senior Financial Associate

JOB SUMMARY: Responsible for delivery of business and financial counsel to Company's leadership team employing various budgeting and analysis methods. Duties include preparation of budgets, forecasts, and financial reports/analysis. Provide consistent support to other finance-related functions: Accounting, Treasury, Capital Markets and Financial Operations.

ESSENTIAL JOB FUNCTIONS:

Support the budget and business planning process including communication of budget guidance, assumptions, and creation of monthly responsibility reports by department.
Work closely with and at the direction of appropriate management during the business planning process for input and dialogue on business plan and budget content.
Prepare the annual financial plan and monthly forecast/variance analysis. Maintain the Company financial model, implementing changes and updates and continually optimizing functionality as the business evolves.
Provide Actual vs. Targeted financials, including variance analysis and trend analysis with comparisons from other companies including competitors.
Support and remain a liaison to Accounting, Financial Operations, Treasury and Capital Markets teams initiatives and core functions including analysis of accounting reports during month end close process, contribute to automate repetitive data aggregation, management of tasks to increase focus on value added analysis and financial requirements.
Utilize data and trends to create and provide financial guidance and support and support to the leadership team on business health, risks, and opportunities.
Provide and present accurate and relevant financial analysis to the FP&A Organization and respective senior management to enable strategic decision-making
Provide executive level presentations and materials created from data resources.
Make recommendations to continue improvements of the Company's financials, planning, and Business Intelligence systems.
Promote strong cross-functional communications and enhance efficiencies impacting Company process improvement efforts.
Prepare and create ad hoc financial analysis projects and reports as requested.
Support, own, and cultivate new and existing product ideas/projects.
Display thought leadership by continuously improving financial processes and insightfulness of information presented.
Ensure compliance with company policies, legal standards, and regulatory requirements by reviewing and monitoring accuracy of financial documents and business processes; drives corrective measures. Consults with business partners on sharing financial information, approved instruments and processes, and consistency with corporate policies.
Drive actions with stakeholders to achieve business goals including revenue generation, resource allocation, and investment decisions through close collaboration.
Lead on-going efforts to develop and evolve our insights framework with key partners across finance and business to stay up to date with the business need and growth opportunity.
Deliver impact by building on the work others, aligning people and resources, and fostering shared accountability.

MINIMUM QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required.

Undergraduate degree in Accounting or Finance; MBA preferred.
4-7 years relevant Financial Planning and Analysis experience in financial services, particularly in balance sheet lending. Knowledge of structured finance / ABS market concepts is a huge plus.
Highly proficient in Excel and PowerPoint. Experience in building and maintaining corporate financial models is critical.
Experience as a team lead or manager, driving a junior team on project-based deliverables, as well as overseeing day-to-day and month-to-month tasks, processes and reports.
Proven success in gathering and utilizing data to create well-polished presentation materials.
Proven ability to compile and understand large amounts of data.
1-2 years of experience with variety of software systems a plus (i.e., Salesforce / SaaS / Tableau).

COMPETENCIES:

Customer Service: Exceptional attitude and a passion for providing outstanding service to internal and external customers. Meets commitments; responds promptly to customer needs; and solicits customer feedback to improve service.
Team Leadership and Teamwork: Balances team and individual responsibilities; contributes to building a positive team spirit; exhibits objectivity and openness to others' views; gives and welcomes feedback; puts success of team above own interests.
Communication: Exhibits good listening and comprehension; expresses ideas and thoughts verbally and in written form; keeps others adequately informed.
Business Acumen: Conducts cost-benefit analyses; demonstrates knowledge of market and competition; Displays orientation to profitability; and understands business implications of decisions.
Analytical Skills: Collects and researches data; Identifies data relationships and dependencies; synthesizes complex or diverse information; and uses intuition and experience to complement data.
Quality: Displays commitment to excellence; demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; monitors own work to ensure quality.

PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to stand, walk, reach, and sit for a minimum of 8 hours with or without reasonable accommodation. The employee is required to use hands to finger, handle, or feel objects and/or tools. The employee is required to talk or hear with or without reasonable accommodation and must sometimes lift and move up to 10 pounds.

WORK ENVIRONMENT
While performing the logistics duties of this job, the employee is frequently exposed to moderate noises such as computers, printers, and other light traffic noise in an office setting.

OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change or be supplemented at any time with or without notice.