Finance Analyst, Investor Relations (FP&A/Data)

at The Siegfried Group, LLP in Wilmington, Delaware, United States

Job Description

Responsible for oversight of forecasting, projections and analysis and leading the Investor Relations activities.  Work collaboratively with various members of Finance Team, Legal, Reporting, National Sales Operations, Business Units and investors to ensure clear understanding of  business is captured in forecasting process, any changes in sales strategy are appropriately implemented, and for leading Investor Relations activities.  Lead firm-wide forecast (P&L), including market level.  Maintain rolling projection file. Work on implementation of Operational, Financial and Accounting related process improvements.  Review and update monthly assumptions for YTD projections and reporting, monitor and report on KPIs, build/enhance financial/non‐financial modeling, and design/build analytics offerings. Build and maintain Investor Relations models, including profit allocations, distributions and tracking of undistributed allocations, maintain investor records and prepare related investor records and statements.  Involved in policy creation, establish/maintain financial controls, drive process enhancements, and perform other duties as assigned.

10% domestic travel required. May be assigned to various, unanticipated sites throughout the United States.

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Job Posting: 1259082

Posted On: Apr 12, 2024

Updated On: May 13, 2024

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