Our client is looking to bring on a Senior Financial Associate who will assist in building out their digital marketplace. For work structure, this position sits in a flexible hybrid schedule.
Responsibilities
- Forecasting and Compliance Integration:
- Collaborate with business line leaders and product managers to develop new business line models and multi-year company forecasts, incorporating compliance considerations.
- Forecast P&L, Balance Sheet, and Cash Flow, considering regulatory requirements and industry standards.
- Research and document assumptions on costs, market conditions, sales cycles, staffing, and productivity models, ensuring compliance with relevant regulations.
- Communicate Executive Summary conclusions, highlighting compliance implications and recommendations.
- Accounting Support:
- Serve as a liaison with the parent company and business partners to support customer invoicing and payables administration, ensuring compliance with accounting standards and contractual obligations.
- Reporting and Analysis:
- Develop Actual vs. Forecast reports and monthly analyses of sales and costs, incorporating compliance-related insights and recommendations.
- Condense complex operational and business concepts into easy-to-understand conclusions and recommended courses of action, ensuring compliance considerations are effectively communicated.
- Effective Communication:
- Demonstrate strong interpersonal and communication skills to build relationships with all company stakeholders, including regulatory bodies and external auditors.
Problem-Solving and Risk Management:
- Tackle challenges thoughtfully and make data-informed decisions, managing risks and resolving issues throughout the product lifecycle, while ensuring compliance with regulatory requirements.
- Customer Orientation:
- Embrace a customer-centric mindset, staying attuned to market trends and customer expectations, while ensuring compliance with consumer protection regulations.
Adaptability:
- Operate effectively in our fluid startup environment, responding promptly to evolving business needs and regulatory changes, demonstrating agility and compliance-mindedness.
Key Competencies:
- Spreadsheet Skills: Advanced Excel skills, including pivot tables, database formulas (e.g., SUMIFS), data tables, and array formulas (e.g., INDEX/MATCH, SUMPRODUCT), with a disciplined approach to spreadsheet quality and error prevention tools (e.g., Arixcel).
- Business Tools: Knowledge of ERP systems (e.g., Hyperion), business intelligence tools (e.g., Power BI), and basic AI applications to automate reporting and analysis, while ensuring compliance with data privacy regulations.
- Compliance Integration: Ability to integrate compliance considerations into financial processes and analyses, ensuring adherence to regulatory requirements and industry standards.
Apply in if you believe you could be a fit for this role!
