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Support financial planning and analysis related to the firm's various business segments.
Support monthly, quarterly, and annual management reporting.
Prepare analytics on financial related trends, and translate the analysis into clear and actionable insights for multiple audiences.
Assist with the preparation of annual budgets.
Collaborate with business users to define process requirements and create and customize financial reporting according to business needs.
Support the execution of the Budgeting and Forecasting process as necessary.
Support ad-hoc and strategic projects.
Perform other duties as assigned.
Bachelor's degree in Finance, Accounting, Business Administration, or related field required. CPA or MBA a plus.
Experience and Qualifications
Minimum three years' professional experience in an accounting or finance-related role
Knowledge of financial accounting and corporate management reporting and modeling
Highly proficient with MS Office Excel and PowerPoint
Excellent verbal and written communication skills
Results driven individual who can operate with autonomy in leveraging data and problem solving skills
Experience in public accounting, real estate, or financial services sector preferred
Able to work effectively under pressure and in a rapidly changing environment to meet deadlines
A great attitude and strong work ethic
Collaborative, team-oriented, service-oriented
Requires a self-motivated individual who pays close attention to detail and who can prioritize in a fast-moving environment with excellent consulting, client management and business literacy skills. Takes initiative to identify and anticipate client needs and make recommendations for implementation. While working in an independent and reliable manner, team work and effective communication will also be necessary for success.