Associate

The Core Management & Strategy, Divisional CFO, Associate

Salt Lake City

Divisional Overview

The Divisional CFO team, part of The Core Management & Strategy Division, partners with firm and divisional leadership to understand and manage risks and create solutions through quantitative analysis, projecting, and forecasting. Responsibilities include The Core’s business planning and transformation initiatives, identifying key performance indicators, measuring firm performance against these metrics, and assisting with executing initiatives to transform, streamline, and innovate business planning processes. These initiatives focus on the availability and reliability of financial information for internal stakeholders. Professionals on the team have an analytical mindset, exhibit intellectual curiosity, and come from diverse academic backgrounds.

Role Overview

This role sits within the Divisional CFO team in The Core Management & Strategy. Divisional CFO team members are strategic finance advisors helping the firm and non-revenue divisions achieve commercial financial opportunities. They partner with divisions to generate budget/projections, highlighting key drivers and initiatives. The team oversees divisions' expenses, reporting and analytics, budgeting, and reforecasting in alignment with firm's strategic plans. The role requires collaboration with different functions and divisions across the firm, ability to work independently, and ability to interact with stakeholders across the firm. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with counterparts across the globe including New York, Dallas, Salt Lake City, and Bengaluru. Excellent verbal and written communication skills are required.

Key Responsibilities

• Partner with divisional stakeholders to understand business drivers and initiatives.
• Assist in managing non-revenue divisions' operating expenses, including full ownership and accountability of the spend, which would include month-end reviews, quarterly, and yearly analysis.
• Collaborate with divisional leadership teams and product owners across the firm to analyze and forecast spend.
• Assist with budget and reforecast cycles, including presentation materials for senior leadership.
• Assist in identifying areas where the firm can better leverage technology and automate processes.
• Prepare and analyze reports related to the allocation of various expenses to different businesses and identify areas to better leverage tools to ensure correctness of cost allocation.
• Perform in-depth variance analysis of budgets and actuals for various expense lines.
• Collaborate with businesses to estimate expenses and allocation to revenue divisions monthly.
• Identify potential areas to create operational efficiencies and automate manual processes.
• Ensure correctness of General Ledger by reviewing and monitoring month-end closure activities/entries.
• Maintain department’s organizational hierarchy in multiple systems.

Requirements & Tech Stack

• Microsoft Excel
• Microsoft PowerPoint

Qualifications

• Relevant Bachelor’s degree or equivalent qualification with an excellent academic record.
• Relevant experience in the field of finance, accounting, and/or business management.
• Analytical capabilities and financial modeling experience.
• Excellent communication and interpersonal (written and verbal) skills.
• Strong attention to detail.
• Ability to lead across team members and drive assignments to completion.
• Ability to multi-task & deliver under pressure.
• Solid work ethic and high level of motivation.