Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Senior Financial Analyst for BARBRI's Financial Planning & Analysis team. Involved in budgeting, forecasting, and providing financial analysis to support business decisions.
Responsibilities
- Perform product-level revenue reporting as part of the monthly close cycle.
- Prepare reports and presentations for management on a weekly and monthly basis.
- Using Adaptive, manage monthly operational reporting processes.
- Perform Administrator duties within Adaptive Planning.
- Partner with individual business units to provide financial support and analysis.
- Perform ad-hoc analysis as required to support business needs.
- Support all aspects of the forecast and budgeting process.
- Develop and maintain financial models as needed to support business operations.
- Assist with the development of KPI dashboards and other reporting needs for the organization.
- Effectively communicate and present results of analysis with recommended courses of action.
- Perform other duties as assigned.
Requirements
- Bachelor’s degree in Finance, Accounting, or related field; MBA a plus.
- 5+ years of experience in FP&A, corporate finance or related financial analysis roles.
- Hands-on experience with Adaptive Insights strongly preferred and NetSuite experience a plus.
- Advanced Excel skills in addition to experience with PowerPoint and Word.
- Strong financial acumen with demonstrated analytical ability.
- Experience in reporting and analysis including financial modeling, building and reporting using dashboards and standard reports.
- Strong communication and collaboration skills with a track record of partnering across functional teams.
- Demonstrated attention to detail and accuracy with ability to meet deadlines.
- Ability to thrive in a dynamic, fast-paced environment with a continuous improvement mindset.
- Dependable and supportive of colleagues.
Benefits
- Health, dental, vision, and life insurance plans to keep you and your loved ones covered.
- A healthy contribution to your 401(k) retirement savings.
- Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days.
- Stay healthy and happy with an on-site fitness facility at our HQ, discounts on gym memberships, and wellness initiatives.
- Access our extensive library of educational resources, courses, and workshops to enhance your skills.
- Enjoy flexible work hours and remote work options, allowing you to manage your schedule effectively.
- Benefit from opportunities for career growth and advancement through mentorship programs and ongoing feedback sessions.
- Access our employee assistance program for confidential counseling, legal assistance, and other support services.
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