Senior Manager, Financial Planning & Analysis, Investor Relations

🕒 il y a 1 mois

🍂 Massachusetts – Distant

🍂 Massachusetts – Remote

💵 $106 400 - $156 000 / an

⏰ Temps Plein

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 5%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Edelman Financial Engines

Site WebLinkedInTous les Emplois

1001 - 5000 employés

Fondée en 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity en 2021-04

Finance • B2C • B2B

Edelman Financial Engines est un cabinet indépendant de gestion de patrimoine et de planification financière fiduciaire qui fournit des conseils complets et une gestion des investissements pour les particuliers et les employeurs. L'entreprise propose des services holistiques incluant la planification financière, la planification de la retraite, la gestion des investissements (en utilisant des modèles basés sur les données et des portefeuilles personnalisés), la planification fiscale et successorale, les conseils en assurance, et des solutions de retraite en milieu de travail pour les employeurs. Au 31 décembre 2025, Edelman Financial Engines comptait environ 1,24 million de clients, 326 milliards de dollars d'actifs sous gestion, et environ 146 implantations, et met l'accent sur des frais transparents et des conseils fiduciaires.

Description

• Develop and maintain financial models for budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives • Analyze business drivers, profitability, growth trends, and enterprise performance • Evaluate risks, opportunities, and potential business outcomes with Finance leadership • Translate complex financial information into recommendations for executive decision-making • Support monthly, quarterly, and annual planning processes • Prepare executive-ready presentations and financial communications • Synthesize financial and operational results into actionable narratives • Develop materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums • Coordinate requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders • Prepare analyses, presentation materials, FAQs, and documentation for external meetings and diligence activities • Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather, validate, and communicate information • Manage project plans, communication timelines, and deliverables for lender processes, ratings reviews, and diligence processes • Coordinate teams to ensure timely and accurate completion of key deliverables • Improve modeling processes, reporting quality, communication effectiveness, workflows, and tools • Support special projects and strategic initiatives

🎯 Exigences

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field • 8-10 years of experience in Investment Banking, Consulting, Strategic Finance, Investor Relations, Corporate Finance, or a related discipline • Advanced financial modeling, forecasting, and analytical skills • Understanding of the capital market landscape, specifically within the Private Equity and Direct Lending markets • Strong proficiency in Excel and PowerPoint, including experience preparing executive-level or Board-ready materials • Exceptional written and verbal communication skills • Ability to translate complex analyses into clear business insights and executive narratives • Experience managing multiple priorities and delivering high-quality work in a fast-paced environment • Strong collaboration and influencing skills, with the ability to work effectively across functions and levels • Preferred: experience supporting lender relations, ratings agencies, debt financing activities, investor relations, or private equity sponsors • Preferred: background in financial services, wealth management, asset management, consulting, investment banking, or strategic finance • Preferred: familiarity with planning and reporting tools/languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems

🏖️ Avantages

• Bonus structure • Equity plan • Discretionary bonus • Health plans • Dental plans • Other wellness plans • 401(k) contributions

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