Data-Driven Financial Planning Specialist
hace 2 días
We are seeking a skilled Data-Driven Financial Planning Specialist to join our team at 1840 & Company. In this role, you will play a key part in driving financial planning and decision-making across the organization.
Responsibilities:- Develop and maintain advanced financial models to analyze data and identify trends.
- Collaborate with Accounting teams to ensure a smooth financial close and prepare monthly financial reports.
- Work with cross-functional partners to define and maintain key performance indicators (KPIs).
You'll contribute to decisions and resource allocations by providing a clear understanding of the ROI of investments and business decisions. Drive key initiatives by identifying areas of improvement and developing tools for deeper analysis.
Requirements:- Bachelor's degree in Economics, Finance, Business Management, Accounting, or related field; CFA or CPA in progress.
- Experience with Power BI and advanced Excel modeling; 3+ years of FP&A experience and Ag Lending experience preferred.
- P&L experience along with knowledge of financial systems and accounting concepts.
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