What are the responsibilities and job description for the Executive Director of Strategic Planning position at Ultimus Fund Solutions?
About the Team
The FP&A team at Ultimus Fund Solutions are stewards of the business's financial performance, providing sound business and financial information, metrics, insights, and analysis that enhance decision-making, enable the business to formulate an effective business strategy and strategic goals.
The team is responsible for leveraging financial data and analytics to identify emerging trends in the company's financial performance and market dynamics, engaging in predictive analysis to forecast future trends, and assessing their potential impact on the business.
- Formulates strategic recommendations aimed at optimizing costs, enhancing revenue, and improving overall financial health.
- Leverages expertise in financial services, internal controls, US GAAP, NetSuite ERP, NetSuite PBCS, Salesforce, Microsoft Office Suite, and Adobe Acrobat to drive financial performance.
- Mentors associates through instruction, coaching, and providing real-time on-the-job experiences, modeling effective practices, and advising on methods used.
This is an opportunity to join a high-performing team and contribute to the organization's success.
