Associate, Financial Planning & Analysis
Job Description
Description
As an Associate, Financial Planning & Analysis, you will be creating tangible value for the business through your analytical skills from day one. You will have the opportunity to partner with business customers to drive strategic business direction, build efficient planning and reporting processes, and perform financial data analysis. Your analyses will provide management and business partners with actionable insights for decision making.
What you will do at Avant
• Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures
• Develop presentations to communicate business and analysis results to executives, investors and board members
• Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan
• Implement and maintain FP&A platform updates and dashboard reports
• Work closely with the business leaders to help identify areas and processes for driving cost efficiencies
• Develop and enhance financial models. Improve forecasting accuracy and drive business insights
• Perform competitive analyses to drive strategic insights and action
Why you are a fit at Avant
• Bachelor's Degree in a quantitative major (Finance, Accounting, Economics,
Mathematics, Engineering)
• 2+ years of experience in financial planning & analysis, financial modeling, consulting, investment banking or related field
Preferred Qualifications:
• Master's Degree in Business Administration (MBA), Accounting, Finance, or Economics
• Certified Treasury Professional or Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license or Certified Financial Manager (CFM)
• 4+ years of experience in financial analysis and financial modeling
• Advanced experience in Microsoft Excel and PowerPoint
• Experience with Hyperion Essbase, Workday Adaptive Planning or similar planning tools
• Excellent verbal and written communication skills
Check out our Avant Blog!
We believe that a diverse set of backgrounds and experiences helps us create the most innovative solutions for our customers. We invite you to apply to our positions even if you do not meet 100% of the qualifications listed in the description. If you're passionate about our mission and aligned to our values, we hope you'll come contribute to our awesome culture.
Why Avant is the place for you:
At Avant, we believe our values make a difference:
Authenticity. We show up to work as our whole selves and make sure others can too.
Collaboration. We can only succeed when we do so as a team.
Problem-Solving. The harder the problem, the more satisfying the solution.
Customer. We are all owners of the customer experience.
Initiative. Plan. Adapt. Get Sh!t Done.
We believe that great ideas come from anyone and anywhere, that everyone is an owner who drives change, and that we have more fun when we work together. We're problem solvers who love collaborating with intelligent and highly-motivated people to reshape the face of digital banking. Avant offers terrific perks and benefits, fun social events with employees who actually like hanging out together, and a flexible growth environment where trying your hand at new projects and being the active owner of your career path is encouraged and supported.
Some of our benefits include:
This position may require you to be fully vaccinated against COVID-19. If required, you'll be asked to provide proof that you're fully vaccinated upon your start date or before working in or visiting our Chicago office. You're considered fully vaccinated two weeks after you receive the second dose of a two-dose vaccine series (e.g., Pfizer or Moderna) or two weeks after a single-dose vaccine (e.g., Johnson & Johnson/Janssen). Failure to provide proof of vaccination may result in termination. Subject to applicable law and requests for accommodation.
As an Associate, Financial Planning & Analysis, you will be creating tangible value for the business through your analytical skills from day one. You will have the opportunity to partner with business customers to drive strategic business direction, build efficient planning and reporting processes, and perform financial data analysis. Your analyses will provide management and business partners with actionable insights for decision making.
What you will do at Avant
• Analyze current and past trends in key performance indicators including areas of revenue, expenses and capital expenditures
• Develop presentations to communicate business and analysis results to executives, investors and board members
• Develop the Annual Budget, Monthly Financial Forecast and the Long-Term Financial Plan
• Implement and maintain FP&A platform updates and dashboard reports
• Work closely with the business leaders to help identify areas and processes for driving cost efficiencies
• Develop and enhance financial models. Improve forecasting accuracy and drive business insights
• Perform competitive analyses to drive strategic insights and action
Why you are a fit at Avant
• Bachelor's Degree in a quantitative major (Finance, Accounting, Economics,
Mathematics, Engineering)
• 2+ years of experience in financial planning & analysis, financial modeling, consulting, investment banking or related field
Preferred Qualifications:
• Master's Degree in Business Administration (MBA), Accounting, Finance, or Economics
• Certified Treasury Professional or Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license or Certified Financial Manager (CFM)
• 4+ years of experience in financial analysis and financial modeling
• Advanced experience in Microsoft Excel and PowerPoint
• Experience with Hyperion Essbase, Workday Adaptive Planning or similar planning tools
• Excellent verbal and written communication skills
Check out our Avant Blog!
We believe that a diverse set of backgrounds and experiences helps us create the most innovative solutions for our customers. We invite you to apply to our positions even if you do not meet 100% of the qualifications listed in the description. If you're passionate about our mission and aligned to our values, we hope you'll come contribute to our awesome culture.
Why Avant is the place for you:
At Avant, we believe our values make a difference:
Authenticity. We show up to work as our whole selves and make sure others can too.
Collaboration. We can only succeed when we do so as a team.
Problem-Solving. The harder the problem, the more satisfying the solution.
Customer. We are all owners of the customer experience.
Initiative. Plan. Adapt. Get Sh!t Done.
We believe that great ideas come from anyone and anywhere, that everyone is an owner who drives change, and that we have more fun when we work together. We're problem solvers who love collaborating with intelligent and highly-motivated people to reshape the face of digital banking. Avant offers terrific perks and benefits, fun social events with employees who actually like hanging out together, and a flexible growth environment where trying your hand at new projects and being the active owner of your career path is encouraged and supported.
Some of our benefits include:
- Choice of great Medical, Dental, and Vision Insurance Plan options
- 401(k) Match
- Unlimited Paid Time Off
- Flexible Work Environment
- Generous Paid Parental Leave
- Lunch Allowance (Fooda) and In-office Snacks
- WFH Stipends for our Remote Employees
- Access to LinkedIn Learning for Professional Development
- No Meeting Wednesdays - (a.k.a. planned time to Get Sh!t Done)
- Summer Fridays
- Fun In-Office and Virtual Social Events
- And who doesn't love the swag
This position may require you to be fully vaccinated against COVID-19. If required, you'll be asked to provide proof that you're fully vaccinated upon your start date or before working in or visiting our Chicago office. You're considered fully vaccinated two weeks after you receive the second dose of a two-dose vaccine series (e.g., Pfizer or Moderna) or two weeks after a single-dose vaccine (e.g., Johnson & Johnson/Janssen). Failure to provide proof of vaccination may result in termination. Subject to applicable law and requests for accommodation.
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Date Posted
03/05/2023
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