Senior Financial Analyst @ JM Family

The SETF Finance team is looking for a Senior Financial Analyst to provide reporting of financial results and analysis supporting SETF and other Business Units.This individual will be tasked with a broad base of analysis, reporting, and special project duties, including the creation of multiple monthly financial analysis packages for SETF including key performance metrics, data comparatives and graphs.

This position will also support and assist in the preparation of the monthly forecast and annual budget as well as related schedules and presentations, in addition to assisting with the creation of numerous executive-level presentations (recurring and ad-hoc).

Responsibilities:

Preparation of financial and operational analyses for internal and external management
Summarization and analysis of large amounts of financial data
Preparation of monthly financial reports
Preparation of monthly forecasts and annual budget, including collaboration with various departments to improve the accuracy of these forecasts
Working as part of a team to prepare presentations for SETF Management, JMFE Executive Management Team, Trustees, and Treasury
Preparation of ad hoc reports upon request
Researching of all financial reporting variances, and working with other departments to provide explanations for senior management
Contributing to the development of reporting tools using platforms such as PowerBI
Supporting the maintenance of the databases

Qualifications:

Bachelor’s or Master’s Degree in Finance
3-5 years of work experience in the related area
Robust analytical thinking and problem-solving skills
Detail-oriented and able to perform in a high-pressure environment
Consistently provide high-quality work to SVP/EVPs
Ability to present financial information to a broad base of stakeholders
Solid financial knowledge to connect business levers to macro-economic and external trends and recommend actions
Ability to work effectively in both team and self-directed environments
Demonstrate intellectual curiosity
Advanced Excel is required
Experience with Essbase and Oracle EPM is preferred
If specific skills in this area are missing, then aptitude, ability and willingness to develop them is required.

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This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.

JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER

JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard to age, race, religion, color, gender, sex (including pregnancy, childbirth and related medical conditions), sexual orientation, gender identity, gender expression, mental or physical disability, national origin, marital status, citizenship, military status, genetic information, veteran status, or any other characteristic protected by federal, state, provincial, or local law.

DISABILITY ACCOMMODATIONS

If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at [email protected] for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.

Senior Financial Analyst

JM Family

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