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Senior Financial Strategist
1 month ago
About the Role
We are seeking a skilled Senior Financial Strategist to join our team at The Edge Partnership. This is an excellent opportunity for a talented professional to drive business growth and contribute to our company's success.
Job Summary
The successful candidate will be responsible for preparing and analyzing financial data, including revenue, expenses, and business drivers, to support key business reviews. Additionally, they will manage the complete process for business introducers' compensation and ensure smooth delivery.
Key Responsibilities
- Prepare and 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.
What We Offer
As a Senior Financial Strategist at The Edge Partnership, you can expect a competitive salary of $120,000 per year, depending on location and experience. Our comprehensive benefits package includes health insurance, retirement savings plan, and paid time off. We also offer opportunities for professional growth and development, along with a dynamic and supportive work environment.