Demo

Financial Planning and Analysis Director

Harmonic Finance Inc ™ | Certified B Corp
Lowell, MA Full Time
POSTED ON 3/24/2025
AVAILABLE BEFORE 4/17/2025

About This Opportunity

We're seeking a highly skilled Director of FP&A to join our team at Harmonic Finance Inc ™ | Certified B Corp.

The ideal candidate will have a strong background in corporate finance, investment banking, or a related field, with a focus on financial modeling and analysis.

The Company

Harmonic Finance Inc ™ | Certified B Corp is a rapidly growing A.I. & Machine Learning startup that's making waves in the financial services industry.

We're committed to using our technology to make a positive impact in the world.

The Role

As a member of our leadership team, you'll report directly to our experienced SVP of Finance and be responsible for building out our FP&A function.

You'll own the development of our forecasting and budgeting process, establish key performance indicators (KPIs), and drive improved decision-making across the business.

Key Responsibilities

  • Develop and implement comprehensive forecasting and budgeting processes.
  • Establish strong relationships with cross-functional teams to ensure seamless collaboration.
  • Work closely with the CEO as an Executive Business Partner to drive strategic planning and growth initiatives.
  • Analyze complex data sets to identify areas for improvement and develop actionable insights.
  • Present findings and recommendations to senior leadership and stakeholders.
  • Build and maintain accurate dashboards and reports to inform business decisions.
  • Partner with the Data Analytics team to refine forecasting models and improve accuracy.
  • Prepare the business for future funding rounds by developing robust financial plans and projections.

Requirements

  • Background in Investment banking, VC/PE firms, or Corporate Finance/M&A advisory experience.
  • Exceptional financial modeling skills and ability to communicate complex ideas effectively.
  • High level of commercial acumen and ability to think strategically.

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