About the position
We are seeking a strong communicator and problem solver to join the EPTech (Enterprise Platforms Technology) Finance Team. As a Principal Associate on the team, you are responsible for supporting specific leaders within the EPTech organization in support of our customer facing digital platforms and our core modernization journey. You will identify and utilize financial insights to help influence strategy, prioritization, and outcomes. You and your team will analyze current financial results, socialize drivers / impact, and provide recommendations based on the results. This role requires strategic thinking and executive level communication as you directly support members of the EPTech leadership team. You will have the opportunity to build relationships across the organization and work collaboratively to deliver on strategic agendas.
Responsibilities
- Financial analysis & reporting: Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process
- Budgeting, forecasting, and Profit & Loss (P&L) management
- Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
- Ad-hoc requests and special projects
- Independently manage and prioritize workload
Requirements
- Bachelor's Degree or military experience
- At least 3 years' experience in financial analysis
- At least 3 years' experience with financial modeling
- Experience in Microsoft Excel and Microsoft PowerPoint
Nice-to-haves
- Master's Degree in Business Administration (MBA) or Master's Degree in Finance
- Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
- 4+ years' experience in financial analysis
- 4+ years' experience with financial modeling
- 3+ years' experience in strategic analysis & planning
- Proven business relationship, communication, interpersonal, and influencing skills
- Demonstrated independent problem solving and strategic thinking abilities
- Strong teamwork skills with the ability to positively contribute to overall success of the team
Benefits
- Comprehensive health benefits
- Financial benefits including performance-based incentive compensation
- Inclusive set of benefits supporting total well-being
