Title: Associate Director, Financial Planning & Analysis
Business Unit: Financial Planning & Analysis
Location: Charlotte, NC
Job SummaryThis position will support key financial processes, including forecasting, budget planning, and strategic analysis at a firm-wide level. The focus will be conducting financial analysis, modelling, forecasting, and reporting efforts to ensure efficient financial operations.
This is a visible role that includes frequent interaction with key internal stakeholders, as well as external finance partners. The successful candidate will have the ability to effectively interact and influence across a matrix business organizational structure and closely liaison with internal and external partner teams.
Primary Responsibilities- Support the ongoing delivery of financial results and reporting
- Understand and manage analyses for highly visible incentives compensation
- Provide analytical support on a wide range of projects and cross-functional initiatives
- Proactively develop improvements to processes using available tools and AI aids
Qualifications- Minimum five years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance
- Bachelor's degree in accounting or finance required; MBA and/or CPA preferred
- Excellent analytical, communication (oral and written), and presentation skills
- Ability to work across all functions and levels of an organization
- Strong motivation, sense of urgency, high-level of energy, and problem-solving skills
- Takes ownership, responsibility for tasks and sees them through
- Advanced level of Excel and PowerPoint required
- Experience with Workday and Adaptive Planning a plus
- Experience with incentive compensation modeling a plus
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Requisite SkillsAdditional SkillsBarings offers a comprehensive benefits package including:CORE BENEFITS & WELLNESS- Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
- Fitness Center Reimbursement Program (Including Online Memberships)
- Employee Assistance Program (EAP)
- Fertility Benefits
FINANCIAL WELL-BEING- Highly competitive 401(k) Plan with Company Match
- Health Savings Account (HSA) with Company Contributions
- Flexible Spending Accounts (FSA) - Health Care & Dependent Care
- Retirement Health Reimbursement Account
LIFE INSURANCE- Basic and Supplemental Life Insurance
- Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE- Paid Vacation, Sick Days and Annual Holidays
- Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
- Short and Long Term Disability Plans
- Paid Volunteer Time
OTHER BENEFITS- Education Assistance Program
- Charitable Matching Gifts Program
- Commuter Reimbursement Program
- Adoption and Surrogacy Reimbursement Program
