Chief Financial Strategist

About the Role

Our organization is seeking a Senior Financial Planning Specialist to join our Finance team. This role involves working in a remote environment and supporting U.S. Central Time hours.

As a key partner to Finance leaders, you will influence strategic decision-making, drive financial performance, and champion digital innovation within our finance organization.

Key Responsibilities

• Lead critical initiatives across financial planning, business partnership, and process innovation to drive strategic decision-making and operational excellence.
  
• Financial Planning and Analysis:
  
• • Lead financial reporting and analysis across critical business areas.
  
• • Manage the monthly forecast and annual budget cycles, ensuring alignment with business goals.
  
• • Summarize complex monthly and quarterly results into clear insights and actionable recommendations.
  
• • Build financial models, develop what-if scenarios, and perform risk analyses to inform key initiatives.
  
• • Support scenario planning and long-term financial modeling efforts to inform strategic decisions.
  
• • Support monthly financial close processes, including accruals, reclasses, variance analysis, and reporting.
  
• • Apply a digital-first approach to automate and streamline recurring FP&A processes.
  

Business Partnership and Strategic Support

• Partner closely with Finance leadership to shape and support financial strategies.
  
• Partner with cross-functional teams (Operations, HR, IT) to integrate financial insights into broader business strategies.
  
• Monitor key performance indicators (KPIs) and create executive dashboards to support business performance reviews.
  
• Assist in preparing financial materials for the Board of Directors and Executive Committee meetings.
  
• Respond to ad-hoc requests using data-driven, tech-enabled insights.
  

Digital Innovation and Process Optimization

• Lead or support projects focused on automation, cost savings, and process re-engineering.
  
• Drive continuous improvement by adopting AI tools, machine learning-enabled forecasts, and data visualization platforms (e.g., Power BI).
  
• Champion a digital mindset within the Finance team—encouraging experimentation with emerging tools and technologies to elevate decision support.
  
• Serve as a thought leader for adopting new technologies to improve FP&A capability and agility.
  

About You

• Bachelor's degree in Accounting, Finance, or related field.
  
• Substantial experience in FP&A or financial analysis.
  
• Strong expertise in P&L management, forecasting, and financial modeling.
  
• Advanced proficiency in Microsoft Excel and PowerPoint.
  
• Experience with Hyperion Financial Management, SmartView, and Oracle Planning EPM.
  
• Strong analytical mindset and the ability to turn financial data into strategic recommendations.
  
• Effective communicator with the ability to engage non-financial stakeholders.
  
• Highly organized, detail-oriented, and able to manage deliverables independently in a remote environment.
  
• Experience using AI-based tools, process automation platforms (e.g., Alteryx, Power Automate), and data visualization software (e.g., Power BI) (preferred).
  

About Our Organization

We are committed to driving a culture of caring where you can be you. Joining our organization not only connects you locally but globally—and together, our diverse perspectives and unique backgrounds power our collective strength. We collaborate and share to achieve our goals.

We offer flexible working arrangements, benefits, and opportunities to do good too—from participating in our global giving and volunteering program, to exploring new and inventive ways to help our clients make the world a better place.

No matter what drives you, you'll discover how you can cultivate, nurture and achieve your goals—all at a single global company.

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