Corporate Finance Analyst

About the role

An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading.

Responsibilities

• Playing a key role in our recurring FP&A processes, including forecasting, monthly analyses, budgeting, financial system oversight, and management reporting
• Synthesizing / distilling key financial and business insights for leadership - analyzing results, business KPIs, assessing risk, and communicating timely risks & opportunities
• Developing and executing on company-wide annual planning processes, financial forecasts, and ongoing analysis of variances
• Identifying and implementing process improvements and cost efficiency measures across the company
• Designing and building the financial infrastructure to automate and support our business and operations

Requirements

• A Bachelor’s Degree in a relevant field of study
• 1-3 years of relevant experience in financial planning & analysis, investment banking, finance or management consulting

Qualifications

• Strong verbal and written communication skills, logical reasoning, and the presentation of potential solutions
• Excellent analytical skills and the business judgment to balance the details while not losing sight of the big picture, and an ability to determine the “why” behind the numbers
• Excellent proficiency in Excel/Google Sheets, and interest in developing sophisticated querying / modeling skills
• Proven track record to managing priorities simultaneously and driving projects
• Experience in applying financial systems for data input and reporting, and the ability to build and maintain relevant reporting hierarchies for use within the system
• A positive attitude; you are creative, a hard worker, curious, and maintain a can-do approach
• Familiarity with analytical tools (SQL, Looker) and financial reporting software (Oracle, Anaplan)

Skills

• Market competitive and pay equity-focused compensation structure
• 100% paid health insurance for employees with 90% coverage for dependents
• Annual lifestyle wallet for personal wellness, learning and development, and more!
• Lifetime maximum benefit for family forming and fertility benefits
• Dedicated mental health support for employees and eligible dependents
• Generous time away including company holidays, paid time off, sick time, parental leave, and more!
• Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits

Benefits

• Click here to learn more about our Total Rewards, which vary by region and entity.

Pay

The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.

Schedule

Not specified