Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Senior Finance Manager at The Zebra providing financial reporting, analysis, and strategic insights. Collaborating with cross-functional teams to drive decision-making and enhance financial operations.
Responsibilities
- Prepare monthly and quarterly financial performance analyses and presentations for executives and the Board.
- Act as a business partner to functional teams in developing headcount and operating expenses budgets and forecasts; track and optimize vendor expenses.
- Monitor financial performance against goals, identifying trends, variances, and risks; conduct in-depth analysis of financial data to support decision-making.
- Provide actionable insights and recommendations to the executive team to drive growth and profitability.
- Lead the annual budgeting process, including long-term financial planning and forecasting.
- Develop and implement financial strategies aligned with the company’s goals and objectives.
- Build strong relationships with business managers; become a trusted partner who delivers data-backed insights.
- Maintain and enhance internal controls and financial policies to ensure compliance and accuracy.
- Mentor analysts; model accountability and high standards.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
- 5+ years of progressive experience in Corporate Finance, FP&A, Investment Banking, Consulting, or Accounting; experience owning models and deliverables end-to-end.
- Advanced Excel and financial modeling skills with demonstrated rigor.
- Strong knowledge of GAAP and understanding of financial statements and drivers and comfort reconciling to source systems.
- Experience in a high-growth environment (startup or fast-scaling business); insurance/fintech a plus.
- Familiarity with ERPs and reporting systems (e.g., Sage/other ERP), BI tools (Looker), and/or SQL.
Benefits
- Competitive Compensation & Stock Option Offering
- Health, Dental, Vision & Disability Coverages
- HSA offering + employer contribution
- 401k plan + employer match
- Unlimited PTO (paid time off)+ the flexibility to enjoy it
- Paid Parental Leave Program
- Wellness perk ($100/month)
- Pet Adoption Reimbursement ($300/year)
- Learning & Development Opportunities
- Join a team that truly lives their values
Job title
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Location requirements
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