Financial Planning Consultant, Growth and Development
This is a key position in the Growth and Development team which supports the analysis and implementation of new lines of business as well as growth opportunities for existing business lines (membership, P&C insurance, travel). This role will provide financial and economic analysis to assist in the evaluation of new business and growth investment opportunities, serve as program controller for those opportunites that move forward, and analyze and report on the actual business performance in collaboration with the FP&A organization.
Responsibilities
Develop sophisticated financial models to analyze the profitability and return on investment (ROI) for new business, acquisition and growth opportunities, including development of pro-forma income statements, cash flows and and cost-benefit analyses
Work closely with business leaders to identify and evaluate business drivers and understand impact on revenue/ headcount / expenses. Assess the validity of the assumptions used in pro forma models
Identify key project financial and accounting risks and benefits
Challenge the business as to the contribution of the proposed transaction to the overall benefit to company
Create presentations summarizing the results of analyses and present the results to senior management
Develop a detailed operational, financial and strategic understanding of the opportunity in order to identify, track, analyze and forecast key operational and financial drivers of business results, including the development of reporting and performance metrics.
Work with program/project manager and business owner to develop detailed program/project budget to stand up new business line or growth opportunity
Review, track analyze and report on program/project cost actuals along with variances to budget
Interpret requests for data and facts; acquire, analyze, and prepare presentations of program/project and budget data for use in program/budget decision-making.
Lead incorporation of new lines of business as well acquisitions into the company’s financial structure
For initial period following launch of new business line, growth opportunity or acquisition, analyze and report on financial performance and work closely Financial Planning group to incorporate into company plans. Analyze key performance indicators to identify underlying business issues, and provide input for operational decisions
Provide driver-based financial forecasts to be incorporated into overall company financial and operational plans
Build and maintain effective relationships across the company at various levels as well as with outside partners and industry experts
Required Skills and Experience
Strong strategic thinker and demonstrated business acumen
Highly motivated individual who will aggressively pursue knowledge of the business to produce better and more useful information to support the decision making process.
Ability to work in a rapidly changing environment and possess the ability to work collaboratively and influence across a matrix environment. Able to work through ambiguity and resolve complex problems while working to tight deadlines
10+ years related experience including financial analysis and complex financial modeling, including mergers and acquisitions
Advanced analytical, problem solving and research skills. Prior experience forecasting and building financial models from scratch, with the ability to communicate complex results to senior management
Demonstrated experience in Monte Carlo probablistic models along with advanced Excel skills.
Strong understanding of financial metrics and ability to communicate to all levels as it relates to new business opportunities
Experience with P&L management - forecasting, planning and reporting
Strong communication, influencing and interpersonal skills with proven ability to collaborate effectively across an organization at various levels
Self-starter; ability to work independently as well as part of a cross-functional team
Well organized with strong attention to detail while also understanding the ‘big picture’
Bachelors degree in Finance, Accounting, Business Administration or related field. MBA a plus.
Preferred
Experience in a start-up environment , introduction of a new line of business and/or mergers & acquisitions
