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Financial Strategist
2 months ago
Job Summary
Nathan & Nathan is seeking a highly skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in driving business growth and profitability through effective financial planning and analysis.
Key Responsibilities
- Financial Planning and Analysis
- Develop and formalize the monthly analysis of financial statements and forecast future trends and profits.
- Assist the Chief Financial Officer (CFO) with internal presentations on profitability analysis and forecasted profits.
- Review and analyze cost per case versus budget for all products.
- Review and analyze total and per case revenue and sales versus budget for all channels and segments of business.
- Treasury Management
- Assist in reviewing the cash position of the company and analyzing future requirements.
- Recommend timely and cost-effective sources of funds to management.
- Arrange and negotiate the amount and cost of funds with prospective lenders.
- Financial Operations Coordination
- Work closely with the operations team for development and preparation of analytical reports.
- Understand the monthly closing process from all angles to fully grasp the concepts of Enterprise Resource Planning (ERP).
- Continuously monitor and identify changed business requirements and develop reports and analysis to cater to these requirements.
- Report to the CFO on several aspects of financial planning.
Requirements
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
- Proficiency in financial software and systems.