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Finance Director, FP&A & Strategic Finance

Company: TalentBurst
Location: San Francisco
Posted on: April 24, 2024

Job Description:

Title : Finance Director, FP&A & Strategic Finance
Location: San Francisco, CA 94105
Duration: 8 Months

(8+ years of experience) The main function of a financial analyst is conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. An entry level financial analyst typically has a Bachelor's degree and experience with budget analysis and financial and investment planning. As the levels progress, the years of experience increase along with leadership expectations, with the introduction of a supervisory role at Level 4. The technical skills, including the ability to provide guidance and consult clients on assets and investments, increase across levels, starting from basic at Level 1 to expert at Level 5.

Education/Experience

  • Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
  • 8+ years financial and/or accounting experience required
    Responsibility level
    • Exercises independent judgment with direction from supervisor
      Skills
      • Verbal and written communication skills, attention to detail, and critical thinking (Required)
      • Ability to work independently and manage one's time (Required)
      • Ability to analyze business trends and project future revenues and expenses (Typically required)
      • Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required)
      • Knowledge of federal, state, and company policies, procedures and regulations as related to accounting (Required)
      • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software (Required)
        Major Job Duties and Responsibilities:

        Financial Management
        • Assemble spreadsheets and draw charts and graphs used to illustrate technical reports
        • Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions
        • Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks
        • Present oral and written reports on general economic trends, individual corporations and entire industries
        • Lead performance diagnostics, budgeting, forecasting and management reporting
        • Develop and present strategic insights about the business
        • Align functional goals and strategies to broader global initiatives
        • Lead preparation of the annual business plan and forecasts, driving analysis across a globally matrixed organization
        • Interpret and present key findings for senior leadership audience
        • Enable management by providing timely, accurate information
        • Understand business drivers and recommend measures to further improve results and drive improvements to provide more insights
        • Establish efficient processes for monthly and quarterly performance reporting for optimal result
          Project Management
          • Spearhead ad-hoc projects to improve the overall performance of the team and organization(s)
          • Decision support to senior finance leadership on investment or project decisions as well as strategic organizational and functional developments
          • Provide thought leadership and guidance over core processes building efficiencies and streamlining deliverables.
          • Partner with Financial Systems team to develop and execute roadmap to improve and automate revenue and driver analysis.

Keywords: TalentBurst, San Francisco , Finance Director, FP&A & Strategic Finance, Accounting, Auditing , San Francisco, California

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