Description

Company Overview:

Our client, a small but rapidly growing firm specializing in innovative and complex investing and insurance services, is looking to hire a Director of Financial Planning and Analytics. Their team fosters a strong culture of collaboration and innovation, demonstrated by our excellent track record of employee retention. This newly created role provides a unique opportunity to shape the future of our financial operations and strategy while working in a fully remote environment with limited travel.

Position Overview:

The Director of Financial Planning and Analytics will serve as the right hand to the Managing Director, playing a pivotal role in driving the financial health and strategic growth of the organization. This is a hands-on position requiring a strong foundational knowledge of accounting, advanced financial modeling skills, and the ability to thrive both independently and as part of a collaborative team.

Key Responsibilities:

• Develop and manage comprehensive financial models to support strategic decision-making.

• Prepare and analyze the three financial statements (income statement, balance sheet, and cash flow statement).

• Lead the creation and management of forecasts and budgets, ensuring alignment with organizational objectives.

• Conduct ad hoc financial reporting and analysis to support business initiatives.

• Calculate and report on internal rates of return (IRR) and other performance metrics for investments.

• Build robust financial business cases to support strategic investments and operational decisions.

• Support investor relations activities, including preparation of reports, presentations, and communications.

• Collaborate with cross-functional teams to identify opportunities for process improvements and operational efficiencies.

• Partner with the Managing Director to execute financial strategies that align with organizational goals.

  Requirements

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field; advanced degree (MBA, MSF) or certifications (CFA, CMA, etc.) preferred.

• A minimum of 5 years of experience in finance or accounting, preferably within the private equity or financial services industry.

• Solid foundational accounting knowledge with demonstrated expertise in financial modeling and analysis.

• Proven ability to independently manage complex projects while also excelling in collaborative team settings.

• High proficiency in building financial statements, forecasts, and budgets.

• Strong understanding of IRR calculations and financial performance metrics.

• Exceptional analytical and problem-solving skills, with a keen attention to detail.

• Experience in a Private Equity or Investment Banking environment is a big plus but not required.

• Excellent written and verbal communication skills.

• Strong proficiency in financial software and tools (e.g., Excel, financial planning software).

What We Offer:

• Fully remote work environment with minimal travel requirements.

• Opportunity to join a dynamic and growing team.

• Competitive compensation package and benefits.

• Collaborative and supportive team culture.

• Significant opportunity for professional growth and development.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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