Strategic Financial Analyst

GENERAL ACCOUNTABILITIES

The Strategic Finance department exists to provide analytical support for cash management activities within Treasury and to senior management for external and Board-related topics, as well as serving in an advisory role in the internal strategy creation process. The Strategic Finance Sr Analyst supports the Trust Fund Income, Corporate Finance, and Capital Structure processes. The role is a crucial part of this department, taking on the core analytical work on assigned topics and serving as a liaison to other departments from which this group needs assistance.

SPECIFIC RESPONSIBILITIES

50% Trust Fund Income Forecast/Backlog Analytics

• Operate the company’s monthly trust fund income forecast models, which includes internal/external reporting processes, development of recommended forecast levels to market returns, reporting on contract accruals by duration, and monthly variances – trust fund income comprises roughly 20-25% of our company-wide EBITDA;
• Develop knowledge of internal systems and contract data to secure, interpret, and report on variances to forecast trust fund or investment related data from our external vendors and internal point of sale record;
• Work with the Strategic Finance Manager and/or a third party management consulting firm to initiate analysis of the company’s $10B backlog (trust investments and off-balance sheet insurance assets) and establish new ways to monitor and manage it.

10% Investment Performance Measurement/Analysis

• Research and analyze relevant capital market and company’s investment data in detail such as mutual fund dividend, etc. Create new analysis tool/reports and related ad hoc reports through guidance from the Strategic Finance Manager.

10% Analytical/Modeling Services

• Serves as a liaison to other finance/accounting departments which need supports from Strategic Finance Department on some areas and from which Strategic Finance Department needs supports on the other areas.

30% Strategic Finance

• Generate monthly Strategic Finance Package delivered to the company’s senior management which includes latest capital deployment results, leverage ratio analysis/share buyback recommendations, international valuations, etc.;
• Support in developing recommendations and support for various strategic questions raised by external or senior internal stakeholders, including highly sensitive topics on behalf of individual Officers or Board Members;
• Provide calculations and support for the Weighted Average Cost of Capital (WACC) level that the company uses as a hurdle benchmark for acquisitions and investment returns.

Core / Critical Competencies

Demonstrates a Commitment to Services Excellence, Trustworthiness and Integrity

• Shows consistency among principles, values, ethical standards and personal behavior
• Is trusted by colleagues to keep one’s word and follow through on commitments

Promote Innovation

• Encourages and generates new ways to look at processes and problems
• Identifies cost savings and revenue opportunities
• Generates and champions new ideas and initiatives

Achieve Results

• Balances time, resources and quality requirements to achieve business goals
• Sets high standards of performance for self and others
• Drives the achievement of agreed-upon results within agreed-upon timeframes

Display Adaptability

• Actively supports change initiatives
• Adapt to multiple demands, shifting priorities, and rapid change

Communicate Effectively

• Conveys information clearly and concisely in written and spoken communication
• Listens effectively and provides frequent feedback
• Creates environment in which team members share information openly and honestly
• Makes effective and motivating presentations

Collaborate with Others

• Utilizes optimal level of collaboration with team members to achieve business goals
• Shares credit with others for their contributions
• Celebrates team successes

Build Productive Relationships (Internal / External)

• Relates well to people with diverse backgrounds and perspectives
• Maintains composure and constructive relationships even under difficult circumstances

EDUCATION/Experience/MINIMUM Requirements

Education:

• Business related bachelor degree. MBA or other advanced degree preferred

Experience:

• Five (5) years of advanced corporate finance or financial structuring experience
• Demonstrated complex modeling experience in an Excel environment (build, maintain, and operate)
• Extensive data warehouse and data mining work experience

Knowledge, Skills & Abilities:

• Analytical skillset
• Professional mindset
• Advanced Excel and SQL skills

Work Conditions

Work Environment

• Work indoors
• Limited amount of local and/or multiple location traveling required
• Professional Dress is required with the exception of company approved dress-down days. (Jean Day Fridays. etc.)

Work Postures

• Sitting continuously for many hours per day, up to 6 hours per day

Physical Demands

• Physical effort requiring manual dexterity is required, includes paperwork, calculators, computers and phone usage

Work Hours

When considering the work hours associated with this job, the following factors may apply:

• Working beyond “standard” hours as the need arises

Job Type: Full-time

Salary: $95,000.00 /year

Required education:

• Bachelor’s

Required experience:

• SQL: 1 year
• Treasury: 3 years
• FP&A: 5 years