TalentBurst Looking for Finance Director, FP&A & Strategic Finance at San Francisco, CA Full Time

(8+ years of experience) The main function of a financial analyst is conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. An entry level financial analyst typically has a Bachelor’s degree and experience with budget analysis and financial and investment planning. As the levels progress, the years of experience increase along with leadership expectations, with the introduction of a supervisory role at Level 4. The technical skills, including the ability to provide guidance and consult clients on assets and investments, increase across levels, starting from basic at Level 1 to expert at Level 5.

Education/Experience

• Bachelor’s degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
• 8+ years financial and/or accounting experience required

Responsibility level

• Exercises independent judgment with direction from supervisor

Skills

• Verbal and written communication skills, attention to detail, and critical thinking (Required)
• Ability to work independently and manage one’s time (Required)
• Ability to analyze business trends and project future revenues and expenses (Typically required)
• Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required)
• Knowledge of federal, state, and company policies, procedures and regulations as related to accounting (Required)
• Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software (Required)

Major Job Duties and Responsibilities:

Financial Management

• Assemble spreadsheets and draw charts and graphs used to illustrate technical reports
• Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions
• Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks
• Present oral and written reports on general economic trends, individual corporations and entire industries
• Lead performance diagnostics, budgeting, forecasting and management reporting
• Develop and present strategic insights about the business
• Align functional goals and strategies to broader global initiatives
• Lead preparation of the annual business plan and forecasts, driving analysis across a globally matrixed organization
• Interpret and present key findings for senior leadership audience
• Enable management by providing timely, accurate information
• Understand business drivers and recommend measures to further improve results and drive improvements to provide more insights
• Establish efficient processes for monthly and quarterly performance reporting for optimal result

Project Management

• Spearhead ad-hoc projects to improve the overall performance of the team and organization(s)
• Decision support to senior finance leadership on investment or project decisions as well as strategic organizational and functional developments
• Provide thought leadership and guidance over core processes building efficiencies and streamlining deliverables.
• Partner with Financial Systems team to develop and execute roadmap to improve and automate revenue and driver analysis.