Financial Planning Strategist
6 days ago
Overview
The Edge Partnership seeks a Financial Planning Strategist to join their team. This role involves analyzing financial data, managing compensation processes, and leading data enhancement projects.
Key Responsibilities:
- Analyze financial data, including revenue, expenses, and business drivers, to support key business reviews.
- Manage the complete process for business introducers' compensation and ensure smooth delivery.
- Lead data enhancement projects for existing financial reports and improve management information (MI).
- Conduct deep dive analysis on income streams and review cost allocations in collaboration with the Head Office.
- Participate in the development and governance of financial forecast models, including annual budgeting and regular forecasting.
- Act as a subject matter expert (SME) in finance-related projects, including regulatory surveys, IT innovation, and process improvements.
Requirements:
- Qualified CPA/ACCA or equivalent finance degree with 3+ years of experience in the banking or financial industry.
- Strong communication skills (written and verbal) with the ability to engage at all organizational levels.
- Proven ability to manage tasks with precision, prioritize effectively, and work both independently and as part of a team.
- Advanced proficiency in MS Office, particularly Excel and PowerPoint, with a proactive, self-starting attitude toward process improvement.
Estimated Salary: $85,000 - $110,000 per year, based on experience and qualifications.
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