Junior Investment Analyst supporting multinational clients in social investment strategies. Collaborating on document control and project development in São Paulo, Brazil.
About the role
- Director of Strategic Planning & Analysis driving financial insights and planning for a major business unit at Armanino. Leading strategic initiatives and fostering collaborative working environments.
Responsibilities
- Identify risks and opportunities and deliver clear, actionable recommendations to leadership based on operational and financial analysis of the business
- Perform detailed variance analysis, KPI tracking, and trend analysis to assess business performance and identify improvements
- Lead monthly revenue, pipeline, and staffing forecasts with a focus on accuracy, scalability, and insight
- Partner with central FP&A on budgeting, forecasting, and periodic financial analysis
- Develop and maintain service and engagement‑level costing and profitability models
- Analyze client and engagement profitability to support margin optimization initiatives
- Monitor market and industry trends to inform planning assumptions and long‑term strategy
- Prepare executive‑level reports, dashboards, and presentations for senior leadership
- Translate complex financial and operational data into clear strategic narratives
- Support BU leadership in budget, forecast, and strategic planning discussions
- Collaborate with BU Operations, Resource Management, and firmwide Finance and Operations teams
- Design and implement process improvements that enhance efficiency, accuracy, and insight
- Support special strategic initiatives and cross‑functional projects as needed
- Foster a collaborative, high‑performance environment focused on quality insights and strong client outcomes
- Lead with curiosity, accountability, and a continuous‑improvement mindset
Requirements
- Bachelor’s degree in Finance, Accounting, related major or equivalent work experience
- Minimum of 8 years’ experience in strategic planning, finance, analytics, or operations
- Minimum of 5 years’ experience in people leadership or senior project leadership experience
- Advanced financial modeling, forecasting, and KPI analysis expertise
- Proven ability to influence senior leaders through insight and data
- Strong executive‑level communication and presentation skills
- Strategic and critical thinking with strong execution orientation
- Deep understanding of professional services business models and metrics
- Exceptional analytical, problem‑solving, and attention to detail
- Strong project management and prioritization skills in dynamic environments
- Ability to operate effectively amid ambiguity and transformational change
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Analista Financeiro Jr executing credit recovery strategies, focusing on collection management. Join our team at Tigre, a leader in construction solutions.
Financial Analyst Junior at Grupo Tigre managing payment cycles for suppliers, taxes and internal operations. Ensuring compliance and financial integrity through SAP and banking platforms.
Finance Analyst responsible for analyzing credit processes and managing risk. Engaging with multiple departments to ensure compliance and operational fluency.
Senior Relationship Manager managing Home Builder Finance loan relationships and generating new business for lending at Flagstar Bank.
CPA Director of Accounting advising mid - sized organizations as strategic CFO. Providing leadership and mentoring in firm's Outsourced Accounting Department.
FP&A Manager shaping financial strategy and collaborating across departments. Involved with budgeting, forecasting, and providing analytical support for AMDT's business initiatives.
Financial Modeller at Bristol Waste Company responsible for building financial models for strategic decision making. Supporting the municipal waste service with advanced analytical insights and collaboration.
Finance Analyst responsible for the General Ledger and financial statement preparation in Phoenix, AZ. Supports timely reporting and financial operations in a manufacturing environment.
Customer Success Manager guiding customers for optimal SaaS use at Spendesk. Building relationships to ensure retention and satisfaction while supporting product improvements.