Senior Associate, Strategic Finance

Job Description:

About the Role

Manage initiatives that will drive the financial success and sustainability of our corporate  functions while simultaneously owning the end to end equity administration process. In this role, you will serve as the primary finance partner to the stakeholders to set business and financial plans, track performance against plan, and surface actionable insights to drive prioritization of initiatives and investment of resources.  You will also own the end-to-end equity administration function, including equity grant management within the Shareworks platform, reporting, forecasting, and responding to inquiries.

Responsibilities

• Your responsibilities, among others, will include:

• Own the development of corporate budgets and forecasts for select organizations, in collaboration with stakeholders

• Provide corporate leadership with consistent, balanced summaries of findings to support budget trade-offs and investment decisions

• Prepare and present relevant analysis on monthly budget vs actual variance reporting

• Lead the equity administration process, in collaboration with Total Rewards, Accounting, and Legal  

• Own the development of equity model and forecasts, and prepare quarterly budget vs. actual variance reporting to T&C Committee

• Provide timely responses to equity related inquiries from external and internal stakeholders including investors and corporate leadership team 

• Innovate the tools we use to surface and distill financial information to our business partners

• Represent the finance team in meetings and serve as the subject matter expert from finance

• Work closely with a cross-functional slice of leaders across the company in the equity administrator function

Requirements for the Role

• Education:

  • Bachelor's Degree in Accounting, Finance, Business Administration preferred

• Experience:

  • 3+ years in a business role with heavy finance or accounting  exposure (such as consulting, banking, VC/PE, FP&A, public/internal accounting or strategic finance at a company).

  • Equity administration experience is a plus but not required.

• You are excited by the idea of building the finance infrastructure and strategy of a fast-growing, complex company with an innovative business model

• You are excited about owning the equity administration process

• You are not afraid to roll up your sleeves, including by building financial models and slide presentations

• You are methodical, thorough, and meticulous

• You use financial data to build a story

•  Job/Technical Skills

• Enjoys structuring financial data to evaluate unit costs, project growth, and assess variance from plan; builds in checks, has easily followed and audited logic and cellular sequencing

• Exposure to financial systems (Adaptive) / workflows; an exhibited comfort with analyzing data/trends and financial forecasting

• Strong financial modelling skills (build models from scratch, improve existing models)

• Not intimidated by complexity or ambiguity

• Exposure to equity administration process/systems (Shareworks)

• Effectiveness & Operational Skills

• Fast-learning multitasker

• Unflappable, adaptable to change -- not afraid to have shifting priorities & can learn quickly

• Collaboration

• Creativity and imagination (Curious and thoughtful - goes at least 1 level deeper, does not think / say the banal and predictable every time)

• Able to take a problem and develop a model / financial way of thinking with limited guidance

• Strong communication skills - ability to distill complex financial topics into “layman’s” terms

• Problem-solving

• Can walk through a live case study to do some “quick and dirty” back of the envelope math to directionally size up on opportunity

• Can clearly articulate problems statements they has taken on in the past and quantify the successes