Job Description:

QUALIFICATIONS/REQUIREMENTS:

• Bachelor’s degree in Finance or Accounting or related business field or in lieu of degree, 12 years equivalent experience
• Minimum 8 years of experience in financial planning & analysis (FP&A)
• Proficient use of financial systems and analysis tools including Microsoft Office (e.g., Excel, Word, PowerPoint) and Hyperion

DESIRED QUALIFICATIONS:

• Master’s degree, Certified Public Accountant (CPA) or equivalent certification
• Experience in financial planning & analysis (FP&A)
• Experience handling external vendor or client requests
• Demonstrate oral and written communication skills and ability to work cross functionally
• Demonstrate ability to manage multiple priorities and tight deadlines
• Financial services industry experience
• Ability to analyze complex issues, develop appropriate action plans and deliver results timely
• Ability to lead projects and assignments
• Demonstrate experience analyzing data with the ability to distill large amounts of information down to critical areas of focus
• Strong analytical, problem solving skills, and attention to detail

ELIGIBILITY REQUIREMENTS:

• You must be 18 years or older
• You must have a high school diploma or equivalent
• You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
• You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
• New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months’ time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months’ time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don’t meet the time in position or performance expectations).
  Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

ROLE SUMMARY/PURPOSE:

This critical finance role supports Platform Finance teams responsible for providing support to the Home portfolio and oversight across multiple platforms. This position will work closely with the portfolio Finance Managers to deliver every day for our clients. This position will coordinate and work with multiple teams (Client teams, Forecasting, Platform FP&A, Platform Support) and provide leadership managing a team.

ESSENTIAL RESPONSIBILITIES:

• Partner with finance managers on client-related deliverables & strategic decisions: client communications, financial projections, contractual reporting, operating reviews, invoices & payments, ad hoc
• Leadership, ownership, and oversight for select H&A clients
• Provide direct leadership and oversight of a team of 5 across multiple complex clients
• Support & lead client teams in developing drivers for short & long-range forecasts
• Own contractual funds & provide updates for and ongoing investment analyses
• Own and coordinate quarterly UST price changes, and ownership of financial approvals for everyday MDR business cases
• Support & tool owner for PAR reviews, coordinating with marketing, sales, and finance to lead insight and analysis
• Support monthly & quarterly client accruals and payments
• Provide financial leadership for both internal & external client teams
• Create and maintain analytics supporting accuracy of financial forecasts of Forecasting team
• Recommend and solve unique improvements & standardization across platforms for complex financial processes to enhance efficiency, and support new initiatives
• Perform other duties and/or special projects as assigned