This role will play a key role in strengthening financial discipline, enabling data-driven decision-making, and supporting the company's long-term strategic growth.
This role partners closely with Finance, Operations, Technology, Strategy, and executive leadership to enhance forecasting accuracy, improve reporting transparency, and reinforce internal control processes in a fast-paced, regulated environment.
The ideal candidate is analytical, collaborative, and detail-oriented, with a strong foundation in accounting and financial planning within a growth-oriented or regulated organization.
Key Responsibilities- Support the monthly accounting close process, including variance analysis and preparation of management-ready financial commentary.
- Lead and coordinate budgeting and forecasting cycles to support strategic planning and effective resource allocation.
- Develop and maintain financial models for projects, headcount planning, and organizational cost management.
- Partner with department leaders to analyze cost baselines, resource utilization, and project spend.
- Prepare monthly, quarterly, and annual management reports to support performance tracking and executive decision-making.
- Consolidate financial data across business units and ensure reporting consistency and accuracy.
- Execute SOX controls and support internal and external audit requests.
- Contribute to the development and strengthening of finance policies, procedures, and internal control frameworks.
- Drive continuous improvement in financial planning, reporting processes, and systems.
Required Qualifications- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- 7+ years of progressive experience in FP&A, accounting, project accounting, consulting, or a related financial discipline.
- Strong understanding of GAAP and core financial principles, including revenue recognition, cost structures, and cash flow dynamics.
- Experience with budgeting, forecasting, financial modeling, and variance analysis.
- Demonstrated ability to translate financial data into clear, actionable insights.
- Excellent written and verbal communication skills, with the ability to partner effectively across functions and influence decision-making.
- High level of integrity and comfort operating within a controlled and regulated environment.
Preferred Qualifications- Experience in capital markets, financial services, fintech, or a regulated environment.
- Experience in a start-up environment a plus.
- Exposure to SOX compliance and audit processes.
- Advanced proficiency in Microsoft Excel and financial reporting tools; familiarity with ERP and financial planning systems preferred.
