Barings

Associate Director, Financial Planning & Analysis

Full-time · Charlotte, NC
✓ Verified live on the employer's own system · added 35 days ago
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Mid-level · 5+ yrs exp

Requirements

Education: Bachelor's degree

Experience: 5+ years

License: CPA

Skills & tools

Financial AnalysisOperationsManagementInvestment BankingAccountingMBACPAExcel

Benefits — mentioned in this posting

Health, dental & visionWellness & perks401(k) / retirementPaid time offFamily / parental leaveTuition / education
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Full job description

Job Summary This position will support key financial processes, including forecasting, budget planning, and strategic analysis at a firm-wide level. The focus will be conducting financial analysis, modelling, forecasting, and reporting efforts to ensure efficient financial operations. This is a visible role that includes frequent interaction with key internal stakeholders, as well as external finance partners.

The successful candidate will have the ability to effectively interact and influence across a matrix business organizational structure and closely liaison with internal and external partner teams. Primary Responsibilities

  • Support the ongoing delivery of financial results and reporting
  • Understand and manage analyses for highly visible incentives compensation
  • Provide analytical support on a wide range of projects and cross-functional initiatives
  • Proactively develop improvements to processes using available tools and AI aids Qualifications
  • Minimum five years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance
  • Bachelor's degree in accounting or finance required; MBA and/or CPA preferred
  • Excellent analytical, communication (oral and written), and presentation skills
  • Ability to work across all functions and levels of an organization
  • Strong motivation, sense of urgency, high-level of energy, and problem-solving skills
  • Takes ownership, responsibility for tasks and sees them through
  • Advanced level of Excel and PowerPoint required
  • Experience with Workday and Adaptive Planning a plus
  • Experience with incentive compensation modeling a plus #LI-JS1 Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Barings offers a comprehensive benefits package including: CORE BENEFITS & WELLNESS
  • Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
  • Fitness Center Reimbursement Program (Including Online Memberships)
  • Employee Assistance Program (EAP)
  • Fertility Benefits FINANCIAL WELL-BEING
  • Highly competitive 401(k) Plan with Company Match
  • Health Savings Account (HSA) with Company Contributions
  • Flexible Spending Accounts (FSA) - Health Care & Dependent Care
  • Retirement Health Reimbursement Account LIFE INSURANCE
  • Basic and Supplemental Life Insurance
  • Spouse and Child Life Insurance TIME OFF, DISABILITY AND LEAVE OF ABSENCE
  • Paid Vacation, Sick Days and Annual Holidays
  • Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
  • Short and Long Term Disability Plans
  • Paid Volunteer Time OTHER BENEFITS
  • Education Assistance Program
  • Charitable Matching Gifts Program
  • Commuter Reimbursement Program
  • Adoption and Surrogacy Reimbursement Program

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This posting was published by Barings on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.