What are the responsibilities and job description for the Financial Planning and Analysis (FP&A) Sr. Analyst position at Social Capital Resources?
Premier Investment Management Company is seeking an FP&A Senior Analyst to join their team!
Responsibilities:
- Compilation and oversight of operating and capital budgets, including all related reporting, forecasting and planning exercises.
- Develop reports, dashboards, quantitative analysis, models & insights.
- Maintain understanding of where source data lives within company infrastructure, and how it is integrated with Adaptive Insights.
- Manage and maintain adaptive insights including version control, integrations, data management, modeling and calculations.
- Work with FP&A team to ensure the transition of budget processes from off-line excel spreadsheets into Adaptive.
- Work with Finance partners to document procedures, reports, and operations.
- Support admin tasks like data integrations and refreshes, upgrades and deployments.
Requirements:
- Bachelor’s Degree required (majors in Finance, Accounting or related field a plus)
- 3 years of experience in a financial services including supporting business systems
- Advanced proficiency of Microsoft Office Applications.
- Strong technical skills including SQL, Snowflake, Tableau
Salary : $110,000 - $125,000
