Sr. Financial Planning Consultant (Remote)

Jobgether

4d • Remote

About The Position

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Financial Planning Consultant (Remote). This role is pivotal in enabling the leadership team to make informed strategic, operational, and tactical decisions. The candidate will assess progress towards objectives, analyze trends, and focus on future forecasting. By delivering detailed analyses and reports, the Consultant will enhance the leadership's understanding of business performance and growth opportunities. This position supports multiple business leaders, providing financial expertise that is crucial for effective decision-making across various functions. The Consultant's efforts will align financial strategies with long-term goals, ensuring optimal support for the organization's objectives.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field, or equivalent experience.
• 7+ years of experience in progressive finance roles.
• Proven experience with capital planning and ROI analysis.
• Experience in a similar role in a multi-location sales or retail environment.
• Strong financial analysis and modeling skills.
• Experience in private equity environments and familiarity with investor reporting.
• Proficient in financial software and ERP systems.
• Excellent communication and presentation skills.

Nice To Haves

• MBA or advanced financial certifications (CPA, CFA) preferred.
• Previous team management experience preferred.

Responsibilities

• Lead the development of financial forecasts, budgets, and long-term financial plans.
• Analyze financial performance, identify trends, and provide actionable recommendations for operational efficiency.
• Design and present strategic reporting to senior management highlighting KPIs and financial highlights.
• Collaborate with department heads to manage and monitor departmental budgets.
• Evaluate potential investments and acquisitions through ROI analyses.
• Ensure adherence to financial regulations and collaborate with accounting for audits and reporting.
• Develop financial models for forecasting and assessing risks.
• Partner with leadership to formulate financial strategies aligned with long-term goals.

Benefits

• Remote work flexibility.
• Opportunities for professional growth and training.
• Competitive salary and benefits package.
• Collaborative team environment.
• Participation in strategic decision-making processes.
• Potential travel for team meetings and events.

What This Job Offers

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