Financial Planning & Analysis

About the role

This position is designated as hybrid (3 days per week in-office) and may be based in one of the following STV locations: New York, NY, Frisco, TX, or Dallas, TX.

Responsibilities

• Aid in the development of annual budgets and quarterly forecasts, offering strategic insights and recommendations to enhance financial performance.
• Conduct monthly variance analyses to highlight any discrepancies from the budget and forecast, and suggest improvements for future periods.
• Analyze financial data to uncover trends, assess risks, and explore growth opportunities.
• Create and maintain financial reports to facilitate informed decision-making throughout the organization.
• Accurately represent future work in project-level forecasts.
• Support business insurance renewals and AAC industry trade publications by compiling relevant reporting data.
• Enhance financial processes, systems, and reporting capabilities to boost efficiency and accuracy.

Requirements

• Bachelor’s degree in Finance or Accounting. A master’s degree or professional certification (e.g., CPA) is preferred.
• At least 1 year of experience in Big 4 audit, tax, or transaction advisory, with preference given to those in the AEC industry.
• Strong financial modeling and analytical skills.
• Proficiency in financial software and tools such as Excel, financial planning software, and ERP systems.
• Exceptional verbal and written communication abilities, ensuring clarity and auditability of work products and thought processes.
• Highly organized and detail-oriented with strong time management skills.
• Adaptable and willing to embrace change in a dynamic environment.

Key Competencies

• An analytical mindset capable of interpreting complex financial data.
• Strong problem-solving skills and a proactive approach to identifying and resolving issues.
• Effective interpersonal skills and a collaborative attitude towards contributing to team goals.
• A high level of integrity and ethical standards.
• Adaptability and willingness to embrace change in a dynamic environment.

Benefits

• Health insurance, including an option with a Health Savings Account
• Dental insurance
• Vision insurance
• Flexible Spending Accounts (Healthcare, Dependent Care and Transit and Parking where applicable)
• Disability insurance
• Life insurance and Accidental Death & Dismemberment
• 401(k) Plan
• Retail Counseling
• Employee Assistance Program
• Paid Time Off (starting at 16 days)
• Paid Holidays (9 days)
• Back-Up Dependent Care (up to 10 days per year)
• Parental Leave (up to 80 hours)
• Continuing Education Program
• Professional Licensure and Society Memberships