Associate Director, Financial Planning & Analysis

Barings • Charlotte, NC

1d

About The Position

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.

Requirements

• 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
• 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

Nice To Haves

• MBA and/or CPA preferred
• Experience with Workday and Adaptive Planning a plus
• Experience with incentive compensation modeling a plus

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 501-1,000 employees