What are the responsibilities and job description for the Senior Financial Analyst position at Inclusively?
Inclusively is partnering with a safety science company to hire a Senior Financial Analyst. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**
ABOUT INCLUSIVELY:
Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).
Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans. However, Inclusively does not require candidates to disclose their specific disability to join the platform.
You will gain exposure to and be responsible for working across all the Business Units to consolidate results within FBOT:
- IWMS – Institutional Wealth Management Services, including:
- CRG - Client Relationship Group
- GTM&S – IWMS Go-To-Market & Strategy
- CE - Client Experience Group
- IWMS P&T - IWMS Platform & Technology
- OSG – Operations and Services Group
- CBPT – Core Brokerage Platform & Technology
- FFIO – Fund and Investment Operations
- FFIOT – Fund and Investment Operations Technology
The analyses and insights delivered are critical to drive business planning and ongoing decision support. The role will focus on FP&A, providing support for FBOT:
- Monthly financial & headcount reporting
- Quarterly business reviews (business and finance)
- Annual reviews (e.g., vendor spend analysis)
- Planning process including multi-year plan (MYP), budget, and forecasts
- Coordination and reporting for contracts, purchase orders, SOWs
- Annual enterprise outbound print PAR process support & submission
- Delivering on corporate asks for FBOT by communicating & partnering with the BUs
- FBOT Admin line support
- Financial modeling
- Ad hoc requests & strategic projects for FBOT
The Expertise and Skills you Bring
- A bachelor’s degree in Finance, Accounting, or equivalent; MBA or advanced degree is a plus
- 4 years of professional experience in Finance with a successful track record
- Proficiency in financial modeling, presentation, and data visualization tools (MS excel, MS PowerPoint, PowerBI)
- Knowledge of enterprise-wide tools a plus (Anaplan, MDC, WFDL)
- Excellent written and verbal communication skills, including the ability to 'tell the story' and communicate effectively with Finance and Business Partners at varying levels of the organization
- Intellectual curiosity combined with analytical and problem-solving skills
- Strong attention to detail and ability to manage & consolidate details from our broad range of businesses within FBOT to deliver both FBOT level & BU level insights
- Ability to take initiative and seek creative solutions that challenge conventional approaches
- Ability to respond to shifting priorities & ad hoc requests while maintaining progress of regularly scheduled deliverables
