Director, Financial Planning & Analysis

Barings • Charlotte, NC

1d

About The Position

This position will manage key financial processes, including forecasting, budget planning, and strategic analysis for business units within the firm. The focus will be conducting financial analysis, modelling, forecasting, and reporting efforts to ensure efficient financial operations. This is a highly visible role that includes frequent interaction with senior leaders and other key internal stakeholders. The successful candidate will have the ability to effectively interact and influence across a matrix business organizational structure and closely liaison with finance and business teams.

Requirements

• Minimum seven years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance
• Bachelor's degree in accounting or finance required
• Excellent analytical, communication (oral and written), and presentation skills
• Ability to work across all functions and levels of an organization
• Strong motivation, sense of urgency, high-level of energy, and problem-solving skills
• Takes ownership, responsibility for tasks and sees them through
• Advanced level of Excel and PowerPoint required
• Experience with Workday and Adaptive Planning a plus

Nice To Haves

• MBA and/or CPA preferred.
• Experience with Workday and Adaptive Planning a plus

Responsibilities

• Partner with key functions and stakeholders across the firm to plan, analyze, and forecast financial and other key business success metrics
• Provide analytical support on a wide range of projects and cross-functional initiatives
• Ad hoc support and analysis for global business units
• Proactively search out ways to improve and streamline processes

Benefits

• CORE BENEFITS & WELLNESS
• Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
• Fitness Center Reimbursement Program (Including Online Memberships)
• Employee Assistance Program (EAP)
• Fertility Benefits
• FINANCIAL WELL-BEING
• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care
• Retirement Health Reimbursement Account
• LIFE INSURANCE
• Basic and Supplemental Life Insurance
• Spouse and Child Life Insurance
• TIME OFF, DISABILITY AND LEAVE OF ABSENCE
• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans
• Paid Volunteer Time
• OTHER BENEFITS
• Education Assistance Program
• Charitable Matching Gifts Program
• Commuter Reimbursement Program
• Adoption and Surrogacy Reimbursement Program

What This Job Offers

• Job Type: Full-time
• Career Level: Director