Vertical Careers, Inc.
Senior Financial Analyst for large Financial Institution
Vertical Careers, Inc., Pasadena, California, United States, 91122
Senior Financial AnalystOverview
Financial Planning & Analysis (FP&A) Department drives the Company’s annual planning and budgeting cycle and is central to the company's executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities.
Responsibilities
Finance partner to several of the commercial lending teams, leading the forecast, planning and budgeting cycles with key business partnersEnd to end ownership of the partnering commercial teams’ P&L review and forecast as well as scorecard reporting, drive financial accountability and transparencyContribute in the creation of annual budget and quarterly financial forecast for the company's through strategic mathematical/financial modeling and target-setting processes, working closely with business teams to set, monitor and manage budgetSupport financial analysis for new products, new line of business and pricing initiatives and build key metrics analysisSupport month end and quarter end processes, working closely with accounting, business front line teams and operations teams to understand key variances, summarize and present the results to the finance leadershipCreate reports and dashboards in Hyperion, excel or Power BI (preferred) to monitor financial trends and relevant metrics and report on key insightsPrepare executive summaries with monthly/quarterly financial performance and provide actionable financial advice to vertical and functional leadershipIdentify opportunities to enhance, automate and scale our reporting and forecasting processesSupport key corporate financial deliverables where needed, such as earnings preparation and monthly business reviewsQualifications
Bachelor’s Degree in finance, accounting, or equivalent majors4+ year of experience in corporate FP&A and/or accounting preferredExperience with Hyperion planning budgeting system preferred; SQL or Power BI skills are a plusStrong analytical and problem solving skillsProficient in Excel and Microsoft Office suiteStrong sense of ownership and be able to deliver results within tight deadlinesExcellent interpersonal and communication abilitiesStrong team player and be able to thrive in a collaborative team environment
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Financial Planning & Analysis (FP&A) Department drives the Company’s annual planning and budgeting cycle and is central to the company's executive management reporting, financial forecasts, profitability assessment, and incentive plan performance reporting activities.
Responsibilities
Finance partner to several of the commercial lending teams, leading the forecast, planning and budgeting cycles with key business partnersEnd to end ownership of the partnering commercial teams’ P&L review and forecast as well as scorecard reporting, drive financial accountability and transparencyContribute in the creation of annual budget and quarterly financial forecast for the company's through strategic mathematical/financial modeling and target-setting processes, working closely with business teams to set, monitor and manage budgetSupport financial analysis for new products, new line of business and pricing initiatives and build key metrics analysisSupport month end and quarter end processes, working closely with accounting, business front line teams and operations teams to understand key variances, summarize and present the results to the finance leadershipCreate reports and dashboards in Hyperion, excel or Power BI (preferred) to monitor financial trends and relevant metrics and report on key insightsPrepare executive summaries with monthly/quarterly financial performance and provide actionable financial advice to vertical and functional leadershipIdentify opportunities to enhance, automate and scale our reporting and forecasting processesSupport key corporate financial deliverables where needed, such as earnings preparation and monthly business reviewsQualifications
Bachelor’s Degree in finance, accounting, or equivalent majors4+ year of experience in corporate FP&A and/or accounting preferredExperience with Hyperion planning budgeting system preferred; SQL or Power BI skills are a plusStrong analytical and problem solving skillsProficient in Excel and Microsoft Office suiteStrong sense of ownership and be able to deliver results within tight deadlinesExcellent interpersonal and communication abilitiesStrong team player and be able to thrive in a collaborative team environment
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