About The Position

This role will own development, implementation, and ongoing management of strategic scorecards; develop market size and share estimates; conduct market and competitive analysis; and perform ad hoc analyses as business needs arise. The ideal candidate will have strong attention to detail, business and financial acumen, project management, relationship building, influencing, and prioritization skills. They will strive to understand the business and build strong cross-functional relationships. This unique position provides the opportunity for a highly self-motivated professional who is capable of managing and prioritizing a diverse workload with the opportunity to learn the inner workings of the business. All while, exemplifying CPI Values of: Do the Right Thing, Strive for Excellence, Stay Curious and Be a Great Partner.

Requirements

  • Ownership mindset - accountability for deliverables and driving results
  • Innately curious and able to identify and deconstruct business issues
  • Demonstrated financial acumen with strong attention to detail
  • Builds strong relationships at all levels of the organization and cross-functionally
  • High level project management skills
  • Experience and aptitude to create financial models
  • Ability to comb through large amounts of information and draw conclusions
  • Effective communicator
  • Ability to manage competing priorities
  • Strong work ethic
  • Very strong Microsoft Excel skills, proficient in PowerPoint; able to identify opportunities and use technology to improve efficiency
  • 4-year degree in Finance or Economics required.
  • Minimum of five years work experience in strategy, finance, or related work
  • Strong academic credentials and demonstrated financial acumen, attention to detail, project management, and prioritization skills.
  • Demonstrated experience in strategic planning, creating financial models and working with diverse data sources to deliver analyses

Nice To Haves

  • MBA or Masters level finance degree a plus.
  • Familiarity with financial services industry and strategic scorecards preferred

Responsibilities

  • Drive development of scorecards annually; collaborate across the organization to establish performance measures for strategic initiatives and overall business performance
  • Own process for ensuring scorecards are updated accurately and on time monthly while delivering strong business insights
  • Understands and mines data from systems to support metric delivery.
  • Monitors efficacy of metrics for measuring performance and makes recommendations on changes as needed to senior leadership
  • Surfaces gaps in performance vs strategic metrics; works with teams to identify root causes and solutions
  • Estimates and forecasts market size; estimates market shares
  • Develops financial models in support of strategic initiatives as needed
  • Participates in strategy development and creation of business plans for new initiatives
  • Conducts competitive and market research as needed
  • Any other task assigned to support company strategy development and execution assigned

Benefits

  • Competitive pay rates and an inclusive, empowering and rewarding culture.
  • Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.
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