What are the responsibilities and job description for the Senior Financial Planning & Analysis Analyst position at Standard Wellness Company LLC?
Position Overview : We are seeking a highly skilled and motivated Senior FP&A Analyst to join our Finance team. In this role, you will be responsible for leading financial planning and analysis (FP&A) activities, supporting investor relations, mergers and acquisitions (M&A), treasury management, and other strategic financial initiatives. This is a key position that will report directly to the VP of Finance and play a vital role in driving the financial success of Standard Wellness. This role will offer significant opportunities for professional growth and advancement as Standard Wellness continues to scale. Both the VP of Finance and CEO have FP&A backgrounds, and this position will receive significant mentoring to elevate their career. Key Responsibilities : Financial Planning & Analysis : Lead the budgeting, forecasting, and long-term financial planning processes. Develop and maintain financial models to support strategic decision-making. Analyze financial performance and provide insights to senior management. Investor Relations : Prepare financial reports and presentations for investors, stakeholders, and the Board of Directors. Support the development of investor communications, including earnings releases and investor presentations. Mergers & Acquisitions (M&A) : Conduct financial due diligence and valuation analyses for potential acquisitions. Assist in the integration of acquired entities into the company's financial systems. Treasury Management : Manage cash flow forecasting, capital allocation, and liquidity planning. Support the development and implementation of treasury policies and procedures. Strategic Initiatives : Collaborate with cross-functional teams to support business growth and strategic initiatives. Provide ad hoc financial analysis and reporting as required. Qualifications : Bachelor's degree in Finance, Accounting, Economics, or a related field Minimum 3-5 years of experience in financial planning and analysis, investment banking, corporate finance, or related fields. Strong understanding of financial statements, budgeting, forecasting, and financial modeling. Advanced proficiency in Microsoft Excel and financial modeling tools. Excellent analytical, problem-solving, and communication skills. Ability to thrive in a fast-paced, dynamic environment with a strong attention to detail. Experience building Power BI dashboards a plus. What We Offer : Competitive salary and benefits package. Opportunities for professional growth and development. A collaborative and innovative work environment. The chance to make a meaningful impact in an exciting and rapidly evolving industry.
