What are the responsibilities and job description for the Executive Financial Analyst position at Holmes Corporation?
Financial Planning Role
We are seeking an experienced financial planning expert to join our team at Holmes Corporation. As a Financial Planning Strategist, you will play a key role in shaping the financial health and strategic direction of the company.
Key Responsibilities:
- Develop and implement financial planning and analysis processes to support business development and M&A strategies.
- Lead budgeting, forecasting, and financial modeling to create 5-year projections and oversee enterprise-wide dashboards and reporting.
- Deliver financial reports and insights for the executive team and board, including KPIs, marketing trends, and strategic initiatives.
Requirements:
- A minimum of 5 years of experience in corporate finance, private equity, investment banking, or management consulting preferably in technology or education sectors.
- A Bachelor's degree in finance, economics, or a related field; an MBA is a plus.
- Advanced financial modeling expertise, strong leadership and communication skills, and experience with tools like SQL, Power BI, and financial software.
- Certifications (Preferred): CFA, CPA, or other relevant credentials.
Benefits:
- A competitive compensation plan with opportunity for advancement.
- Opportunities for professional growth and development.
- Flexible paid time off and company holidays.
- Medical, dental, and vision insurance.
- 401(K) contributions with company matching program.
- Year-round charitable donations gift matching program.
