Investment Banking Associate at a rapidly expanding boutique investment bank in Los Angeles. Focused on lower middle market sell - side M&A and supporting a high - performing deal team.
About the role
- FP&A COE Analyst responsible for financial planning and analysis for LATAM finance leadership. Analyzing business performance and supporting financial reporting within a hybrid work environment.
Responsibilities
- Assist in the development and management of annual budgets, forecasts, and long-range plans.
- Conduct variance analysis to compare actual results against forecasts and budgets.
- Prepare and present financial reports and dashboards to senior management.
- Provide presentation materials with high level commentary analysis.
- Analyse financial data to identify trends, risks, and opportunities.
- Develop and maintain financial models to support business planning and decision-making.
- Ensure the accuracy and integrity of financial data and reports.
- Collaborate with business units to understand their financial needs and provide actionable insights.
- Support various departments in managing and reporting.
- Facilitate cross-functional discussions to drive financial performance.
- Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
- Ensure compliance with financial policies, procedures, and internal controls.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- Minimum of 6 years of experience in the finance field with at least 3 years in financial planning and analysis.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and extract meaningful insights.
- Excellent communication and interpersonal skills with proven ability to interact with senior leaders.
- Proficiency in financial modeling, forecasting, and reporting tools.
- Skills in Financial analysis and reporting
- Budgeting and forecasting skills
- Data analysis and modelings skilss
Benefits
- Great support for good health with medical, dental, and vision coverage options with no waiting periods or pre-existing condition restrictions.
- Access to an on-site fitness center, occupational health nurse, and allowances for high-quality safety equipment.
- Flexible Savings and spending accounts to maximize health care options and stretch dollars when caring for yourself or dependents.
- Diverse income protection insurance options to protect yourself and your family in case of illness, injury, or other unexpected events.
- Additional programs and support to continue your education, adopt a child, relocate, or even find temporary childcare.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance Manager responsible for day - to - day finance operations and financial reporting in Kuala Lumpur. Leading a team and ensuring compliance with financial standards and procedures.
Transfer Pricing Consultant handling financial transactions analysis for multinational clients. Utilizing technology - driven solutions to enhance efficiency and compliance in transfer pricing practices.
Consultor/a de Gestión de Gasto y Modelado Financiero en BBVA. Transformando la gestión y planeación financiera en operaciones México con un enfoque en modelos estadísticos y de rentabilidad.
Director of FP&A for Pharma Segment at Cardinal Health, leading planning and reporting processes across financial operations. Collaborating with executive leadership for strategic financial decision - making.
Director of Financial Aid providing strategic leadership in financial aid administration. Overseeing compliance and delivery of financial aid programs to support student access and retention.
Platform Owner overseeing Guardian’s financial technology ecosystem including Oracle ERP and Kyriba. Responsible for strategic leadership, governance, and team management.
Senior Financial Planner at CIBC managing complex client portfolios and mentoring advisors. Providing financial planning and exceptional service to clients across multiple locations in Canada.
Manager of Financial Planning & Analysis at Team Liquid. Supporting financial planning, forecasting, and performance insights for business decisions.
Financial Solutions Advisor in Merrill's Advisor Development Program supporting affluent clients with comprehensive financial advice and guidance. Training provided to help secure necessary licenses and develop client relationships.