Lead Financial Analyst

Lead Financial Analyst

Lead Financial Analyst

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Job Description

Accounting / Finance - Full-time

The Opportunity
Working at one of the largest single-family offices in the country, this position provides a unique blend of corporate and personal financial planning and analysis. The Lead Financial Analyst will support strategic decision making for internal business partners and family member clients through effective reporting and analytics, while contributing to a culture of teamwork, innovation, critical thinking and outstanding customer service. This is a newly created position, allowing the right individual to help chart our path and advance our capabilities in data analysis, reporting, planning and forecasting.

Our Unique Benefits
At RDV, we are intentional about enriching our culture and employee experiences through a unique blend of benefit offerings that include:

  • Robust health insurance options with competitive employer contributions.
  • 401k retirement plan with a generous employer match of up to 7.5%.
  • Paid Time Off (PTO) starting at 22 days per year in addition to 9 paid holidays.
  • Flexibility through Remote Option Fridays (position dependent).
  • Grab and Go Deli/Market with employer-provided account credit of $650/year.
  • Fun culinary experiences and connecting with co-workers at monthly catered lunches, free of charge to employees.
  • Employer paid parking in the heart of downtown Grand Rapids.
  • Education and training reimbursement programs.
  • Discounted memberships to MVP Sportsplex.

What You’ll Do

  • Thoroughly understand client and business dynamics and requirements to address most critical areas through analytics and forecasting
  • Own and understand all data (structured and unstructured) and support the cleansing, warehousing, and mapping of data to ensure integrity
  • Evaluate financial and operational performance by analyzing past results, perform variance analysis, identify trends, and make recommendations
  • Visually transform analyses to create compelling quarter-end reporting packages for clients and management that share financial performance
  • Evaluate deployment of reporting and visualization software to deliver quality, timely reporting to key stakeholders
  • Assist with the planning and budgeting process including supporting human capital planning and IT demand management processes
  • Prepare updated forecasts as needed
  • Provide department leaders with timely information on their performance, comparing budget to actual
  • Work collaboratively as a business partner across departments to help achieve company objectives
  • Assist CFO and Controller with strategic projects, including those related to client investments and expenditures.

What You’ll Bring

  • Bachelor’s degree in Finance/Accounting with a minimum of five years of experience with a strong focus in financial planning, financial analysis and business case modeling
  • Strong business acumen and learning agility
  • Positive, professional and service-oriented demeanor
  • Excellent communication and story-telling skills
  • Ability to be confident in presenting data and information and making recommendations to various level of leadership
  • Strong attention to detail with emphasis on accuracy and quality
  • Excellent organizational skills with ability to initiate, prioritize, follow through on projects, work independently, and be self-directed
  • High level of proficiency with accounting and analytical tools
  • Demonstrated ability to interact with all levels of management in a professional and highly confidential corporate environment
  • Uncompromised commitment to the highest level of confidentiality in all aspects of job responsibilities
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