Masters Union - Specialist - Financial Planning & Analysis

Position Overview

We are seeking a detail-oriented and strategic Financial Planning and Analysis (FP&A) Specialist to join our dynamic team. The ideal candidate will play a critical role in budgeting, to join our dynamic team. The ideal candidate will play a critical role in budgeting, forecasting, and delivering insightful financial analyses to support strategic decision-making.

This role requires collaboration across departments, proficiency in technical tools, and a passion for problem-solving.

Key Responsibilities:

1. Financial Planning and Forecasting:

- Develop budgets, forecasts, and long-range financial plans to align with organizational goals.

2. Analysis and Reporting:

- Analyze financial data, identify trends, and prepare comprehensive reports for stakeholders.

3. Variance Analysis:

- Monitor actual performance against forecasts, identify variances, and recommend corrective action.

4. Modeling and Simulation:

- Build and maintain financial models to simulate scenarios, assess risks, and support strategic initiatives.

5. Business Intelligence:

- Implement and manage business intelligence tools and dashboards to provide actionable insights.

6. Communication and Presentation:

- Present financial reports, trends, and recommendations to management and stakeholders.

7. Collaborative Work:

- Collaborate with cross-functional teams to gather data, develop financial plans, and share strategic insights.

Ideal Candidate Profile:

Technical Proficiency:

- Advanced expertise in Microsoft Excel, financial modeling, and business intelligence tools.

Data Analysis Expertise:

Ability to analyze large datasets, identify trends, and provide actionable insights.

- Problem-Solving Skills:

Strong capability to identify and resolve financial and operational issues effectively.

- Communication Skills:

Proficiency in presenting complex financial information clearly to various stakeholders.

- Collaboration:

Ability to work effectively in a team-oriented environment and across departments.

Qualifications:

- Bachelors or Masters degree in Finance, Accounting, Economics, or a related field.

- Experience with financial planning software and ERP systems.

- CFA Any Level would be preferred.

- Preferred experience in due diligence, fund raising and dashboard making.