Partnership Communication Strategist

The Partnership Strategy & Accounting team within the Finance Division collaborates across the firm to design and deliver multiple partnership models. The team works closely with financial advisors, outside tax advisors, and other firm stakeholders to optimize the firm's partnership model options and provide education to our partners.

Responsibilities

• Lead collaboration with firm leaders (business segment leaders and functional leaders) as a partnership subject matter expert (SME) to conceptualize and recommend solutions for enabling firm policies and strategies.
• Lead the design, development, and implementation of educational solutions.
• Develop and manage relationships with senior leaders and key internal stakeholders to deepen their understanding of the financial impact of firm strategies and business activities on partnership programs.
• Champion the innovation and evolution of existing processes, controls, and tools in order to meet the changing needs and increasing complexity of the organization.
• Frequent verbal & written presentation of analysis, as well as presentation of firm strategic information and analytical insights, to senior & executive firm leaders.
• Proactively identify opportunities with broad impact and visibility, propose solutions to relevant parties, and drive implementation of solutions.
• Participate in, and frequently lead, cross-functional groups responsible for implementing projects in support of divisional or firm-wide business objectives.
• Conduct analysis that facilitates the transformation of complex data/information into actionable insights.

Requirements

• Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience).
• 7+ years of relevant work experience.
• Strong ability to summarize and communicate complex financial concepts in both written and verbal formats.
• Strong financial analysis, forecasting, and financial modeling skills.
• Ability to influence associates and leadership using verbal, written, and presentational skills.
• Ability to summarize financial information and concepts and clearly communicate to senior leadership.
• Ability to prioritize and execute on multiple tasks and independently adjust to changing priorities.
• Ability to work effectively both independently and in a team environment.
• Ability to translate business strategy into business requirements.
• Advanced Microsoft Excel, Word and PowerPoint skills including working ability to utilize pivot tables and advanced formulas.
• Basic understanding of accounting processes and financial statements (CPA license, a plus).

What You'll Need

• Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience).
• 7+ years of relevant work experience.
• Strong ability to summarize and communicate complex financial concepts in both written and verbal formats.
• Strong financial analysis, forecasting, and financial modeling skills.
• Ability to influence associates and leadership using verbal, written, and presentational skills.
• Ability to summarize financial information and concepts and clearly communicate to senior leadership.
• Ability to prioritize and execute on multiple tasks and independently adjust to changing priorities.
• Ability to work effectively both independently and in a team environment.
• Ability to translate business strategy into business requirements.
• Advanced Microsoft Excel, Word and PowerPoint skills including working ability to utilize pivot tables and advanced formulas.
• Basic understanding of accounting processes and financial statements (CPA license, a plus).

What Could Set You Apart

• Working understanding of agile product management is a plus.
• A proficiency in using Business Intelligence tools such as Power BI/ PowerQuery is a plus.
• CPA or MBA preferred.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability, basic life, and basic AD&D coverage
• 401(k) retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account
• Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program