Demo

Finance Business Partner

firstPRO, Inc
Paoli, PA Full Time
POSTED ON 1/21/2025
AVAILABLE BEFORE 3/8/2025

A renowned financial services firm is seeking a Lead Financial Analyst to support senior business leaders with decision support and guidance on critical decisions enabling the growth. The position requires three days onsite each week, with flexibility for two remote days. A comprehensive benefits package is included, featuring low-cost premiums, a 4% 401(k) match, an additional 10% contribution to a separate RSP, paid parental leave, tuition reimbursement, and 23 days of paid time off.


Responsibilities:

  • Leads initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders. Conducts complex analyses such as forecasting and financial modeling.
  • Provides thought leadership to the development of financial methodologies and approaches. Conducts ad hoc and periodic evaluation reviews to help assess the profitability of product lines and distribution channels.
  • Establishes and deploys subject matter expertise across the financial, accounting and regulatory areas to support complex client matters.
  • Creates presentations for senior leaders to inform on financial performance.
  • Owns channel and product costing models and the production of end user cost matrices for internal team use. Implements systematic approach to maintaining and continuously improve the models. Provides support and input into client and product pricing.
  • Identifies opportunities to improve the delivery of financial services to internal clients and implements procedural changes, as needed. Structures and manages projects and ad-hoc requests.


Qualifications:

  • At least five years of relevant work experience
  • Bachelor’s degree (or equivalent) in Economics, Finance, or a related field. A graduate degree is preferred.
  • Relevant certifications such as CPA, CFM, CMA, or other financial designations are preferred.

Salary : $125,000 - $145,000

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