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Chief Financial Analyst and Operations Manager

Ultimus Fund Solutions
Hauppauge, NY Full Time
POSTED ON 3/20/2025
AVAILABLE BEFORE 4/19/2025

About the Qualifications

To be successful in this role, you will require:

12 years of experience in FP&A, Accounting or Finance, preferably in a matrixed organization and a financial services environment.

Experience implementing and managing financial planning tools and processes, as well as interacting and partnering with CEO and other Executive level leadership.

Strong leadership skills, with experience in growing and leading a high-performance team, and ability to demonstrate effective leadership in ambiguous and frequently changing situations.

  • Superior analytical and problem-solving skills, with demonstrated intellectual and analytical rigor.
  • A continuous improvement mentality, with ability to challenge the norms and existing processes.
  • Aligns associates with company values and goals, plans and delegates the work of others, motivates and inspires others, assesses performance of self and associates to make improvements or take corrective action.

This is an opportunity to join a dynamic team and leverage your expertise to drive financial performance.

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