*Fund Accounting Analyst position available with high growth Investment Firm* DETAILS: - Paying $120K - 150K all in - Hybrid work schedule, NYC - Big 4 public Accounting Foundations - CPA required Please message me is you're interested in exploring this or similar positions further. #publicaccounting
Jacob Bernstein, SHRM-CP’s Post
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CIMA & CPA Certified | FP&A, R2R, O2C, and Fixed Assets | Financial Process Re-engineering and Performance Management
📈 Demystifying FP&A: The Backbone of Strategic Decision Making In the dynamic world of business, Financial Planning and Analysis (FP&A) plays a pivotal role in steering major corporate decisions and ensuring overall financial health. FP&A teams are the financial compass of a company, performing crucial tasks such as budgeting, forecasting, and analysis. They utilize both quantitative and qualitative analysis of all operational aspects of a company to evaluate progress towards achieving its goals and to map out future goals and plans. FP&A professionals oversee a broad array of financial affairs, including income, expenses, taxes, capital expenditures, investments, and financial statements. Unlike accountants who oversee record-keeping, financial analysts are charged with examining, analysing, and evaluating the entirety of a corporation’s financial activities, and mapping out the company’s financial future. In today’s rapidly changing business landscape, FP&A has evolved from basic spreadsheets and manual calculations into modern, cloud-based solutions that use artificial intelligence (AI), automation, and advanced analytics. These tools help finance professionals provide fast and accurate financial analysis and advice to business leaders, predict the impact of potential decisions on cash flow and profitability, assess and monitor the company’s overall financial health and investments, and much more. If you’re a creative problem solver, with a natural or cultivated talent for financial analysis, modelling, and forecasting, then becoming a corporate financial analyst may be the perfect career choice for you. For those interested in pursuing a career in FP&A or seeking consultation on how to become an FP&A analyst, feel free to connect with me. I’m always open to sharing my insights and experiences to help you navigate your career path. #FPandA #FinancialPlanning #FinancialAnalysis #CorporateFinance #StrategicDecisionMaking
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Check out this offering from my friends at Next Phase!
We are currently hiring for a Financial Planning Analyst to join the Next Phase Advisory Group team. If you are someone who values integrity and serving clients’ needs, Next Phase Advisory Group may be your opportunity to join a collaborative organization. For more information regarding this position, head over to our Careers page and the job listing here https://lnkd.in/gNv7g4uG
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If you are a CPA or accountant wondering if the "other side" of Finance is for you... 🤔🗯️ (We are talking about the Planning and Analytics side of Finance as opposed to the Accounting side)📈 If you are curious to know exactly what's involved in working in FP&A, you will want to read this blog. You'll find answers to questions like, what does an FP&A analyst do? Or does an FP&A job prepare you for a CFO position? Read on to find the answers to these questions, and many more 👉https://hubs.li/Q02wZjKW0 #fpanda #forecasting #budgetingtools #fintech #blogpost #career #fpandacareer
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On a Mission to Help 1M Finance pros Master FP&A skills | Author of All About FP&A and From Accounting to FP&A | Building FP&A Professionals Institute
Are you prepared for an exit? and Ready to move on? Learn the top 13 potential exit strategies for FP&A professionals. Although I love FP&A, I realize you may not be working in FP&A for all of your career which will be 30+ years for many of us. While you are working in FP&A It is important to know What other paths are available In this document, we will look at 13 Potential Exit Strategies that can help you to unlock various opportunities after your FP&A role. 1⃣ Internal Promotion/ Lateral Move 2⃣ Treasury 3⃣ Controller 4⃣ Consulting 5⃣ Investment Banking 6⃣ Private Equity 7⃣ Venture Capital 8⃣ Portfolio Management 9⃣ Corporate Finance and Strategy 🔟 Entrepreneurship 1⃣2⃣ Digital Finance Transformation 1⃣3⃣ Education ---------------------------------------------------------------- I'm Asif Masani Co Founder and Lead Faculty at FP&A Professionals Institute On a mission to help 1M Finance Professionals master FP&A Skills. Click my Name + Follow + 🔔
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Experienced Financial Analyst skilled in data analysis, forecasting, and strategic planning. Proven track record of driving business growth through insightful financial insights and effective decision-making.
Behind the Numbers: Insights from a Financial Analyst Embarking on a career as a financial analyst unveils a path of continual growth and professional development, where each step builds upon the foundation of analytical acumen and strategic insight. From entry-level positions to senior leadership roles, the trajectory as a financial analyst is marked by proficiency, expertise, and a commitment to excellence. Foundational Roles: At the outset of one's career, entry-level positions such as junior financial analyst or financial assistant serve as the cornerstone for developing fundamental skills and knowledge. Here, individuals engage in tasks ranging from data entry to basic financial analysis, laying the groundwork for future success. Mid-Level Advancement: As proficiency deepens and experience accrues, financial analysts progress to mid-level roles characterized by increased autonomy and responsibility. In these capacities, individuals conduct comprehensive financial analysis, construct intricate financial models, and contribute substantively to strategic decision-making processes. Titles such as financial analyst, senior financial analyst, or financial consultant exemplify roles emblematic of this career stage. Ascending to Senior Leadership: For seasoned professionals distinguished by a wealth of experience and a proven track record, elevation to senior leadership positions becomes attainable. As finance managers, directors of finance, or CFOs, individuals oversee entire finance departments, shape organizational strategy, & drive financial performance at an executive level. Specializations and Opportunities: Navigating Diverse Domains Throughout the career journey, financial analysts encounter opportunities to specialize in various facets of finance, including investment analysis, corporate finance, risk management, and financial planning and analysis (FP&A). These specializations afford individuals the latitude to leverage their expertise in targeted domains and pursue roles aligned with their professional passions and aspirations. Continuous Learning and Professional Development: Sustaining Relevance Irrespective of career stage, the pursuit of continuous learning and professional development remains paramount for enduring relevance and advancement within the finance domain. Financial analysts frequently pursue advanced degrees, attain professional certifications—such as the esteemed Chartered Financial Analyst (CFA) designation—and engage in ongoing training initiatives to augment their skill sets and fortify their professional standing. Key Skills and Attributes: Throughout the career continuum, certain core competencies and attributes underpin success as a financial analyst. These encompass robust analytical aptitude, meticulous attention to detail, proficiency in financial modeling and data analysis, adept communication skills, and the capacity for strategic thinking and problem-solving in dynamic and multifaceted environments.
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If you are a CPA or accountant wondering if the "other side" of Finance is for you... 🤔🗯️ (We are talking about the Planning and Analytics side of Finance as opposed to the Accounting side)📈 If you are curious to know exactly what's involved in working in FP&A, you will want to read this blog. You'll find answers to questions like, what does an FP&A analyst do? Or does an FP&A job prepare you for a CFO position? Read on to find the answers to these questions, and many more 👉https://hubs.li/Q027HR0Y0 #fpanda #forecasting #budgetingtools #fintech #blogpost #career #fpandacareer
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#hiring Financial Credit Analyst, New York City, United States, fulltime #jobs #jobseekers #careers #NewYorkCityjobs #NewYorkjobs #Accounting Apply: https://lnkd.in/eiNrmJfb Cognitive Credit is expanding our US team to support a US Bond product data set and we are looking for auditors with Big 4 accounting experience to work hand-in-hand with our technology team and senior management to build and maintain our data sets. We are a financial technology company that develops advanced analytics software for global credit investors. We work with the world's largest investment banks, asset managers, and hedge funds. Our aim is to automate as much of a credit analyst's workflow as possible to free up institutional investors' resources and empower their businesses to be as productive and insightful as possible. The primary job responsibility relates to collecting and managing corporate financial data. The analyst utilizes our proprietary technology to build and maintain our data set - financial models across US and European credit markets. We seek passionate, innovation-minded finance and accounting professionals who want to expand their career in a high-growth setting and gain exposure to the fintech industry. An ideal candidate for this position will have an accounting or corporate finance education, with professional training in corporate accounting/audit, financial analysis and/or credit markets. This job is for you if: you have an accounting background and/or are a skilled accountant from a Big 4 accounting firm/ financial data analyst looking to develop new skills, both financial and technological, while expanding your professional horizons you are highly analytical, detail-oriented, motivated by data integrity challenges, and can work independently you believe that there 'must be a better way' with respect to automating the repetitive tasks in your current job you are interested in working in an environment with fast growth potential that prioritizes innovation you take ownership to drive solutions and are a self-starter Required Education/Experience/Skills: Strong academic track record, with a background in accounting and/or finance Accounting and/or finance qualifications such as CPA or CFA preferred from a Big 4 accounting firm Financial statement audit/analysis capabilities; familiarity with creating financial models/reports from scratch US GAAP experience is essential; IFRS experience is useful Ability to demonstrate superior work performance, attention to detail, and a commitment to outstanding results Good Excel knowledge plus experience with data management Passion for technology and learning new tools Fluent in English and eligible to work in the US Typical Day: Growing our data by processing financial reports using the Company's proprietary data extraction system, assembled using cutting-edge machine learning technology Analyzing resulting output for acc
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As an M&A financial analyst, my day-to-day work would likely involve: 1. Due Diligence and Valuation - Conducting in-depth financial, operational, and market analyses of the target company - Building complex financial models to project the combined entity's future performance - Determining a fair valuation and optimal deal structure, and documenting your findings in detailed reports 2. Transaction Support - Drafting sections of the purchase agreement, disclosure schedules, and other legal documents - Serving as a subject matter expert to guide negotiations and resolve deal points between the parties - Providing ongoing advisory throughout the closing process, and chronicling the progress in presentations 3. Post-Merger Integration - Developing strategic plans to integrate the operations, finances, and systems of the combined company - Analyzing the ongoing performance of the merged entity and identifying opportunities to realize synergies - Authoring integration playbooks, progress reports, and other documentation for executive management The ability to translate these complex financial and accounting analyses into clear, actionable insights is critical. Your technical writing skills allow you to communicate your expertise in a way that informs high-stakes decision making. As an M&A financial analyst, you would be able to command premium rates for this specialized work, often in the $500-$1,000+ per hour range. By positioning yourself as an indispensable expert in this lucrative domain, you can unlock a new level of earning potential. 💸💸
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Technical Specialist | Financial Analyst | Data Analytics Enthusiast |Empowering Businesses with Data-Driven Insights for Strategic Decision-Making
Are you aware of other finance roles? Most accountant or let me say finance professionals have limited themselves to the traditional accounting roles like Accountant, Financial Controller, Financial Consultant, Auditor, Financial Manager, Payables and Receivables Accountant, Finance officers, Tax Accountant, Reconciliation Specialist etc. Are you aware of other opportunities that are available in the finance profession such as: 📌Financial Analyst 📌FP& A- Financial planning and Analysis 📌Internal Control Specialist 📌Investment Banker 📌Risk Manager 📌Treasury Analyst 📌Treasury Manager 📌Private Equity 📌Equity Researcher 📌Investment Analyst 📌Macroeconomic Researcher 📌Financial Advisory 📌Mergers & Acquisitions, amongst many others Most times you see accountants complaining of unemployment, but they haven't explored other opportunities available within the finance professions. Don't limit your scope to the traditional accounting roles alone, explore, ask questions, do your research on these roles, skill up, train, network and open yourself up to the world of possibilities. The world is your stage, you are the performer, rock your world. #mondaymotivation
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📊 Understanding the Distinctions in Finance: Financial Modeling, Financial Analyst, and FP&A 📈 In the world of finance, various roles contribute uniquely to an organization's success. Let's break down the differences between three key positions: Financial Modeling, Financial Analyst, and Financial Planning & Analysis (FP&A). Financial Modeling: This involves creating mathematical models that simulate the financial performance of a company. These models help forecast future performance, evaluate investment opportunities, and make informed strategic decisions. A financial modeler dives deep into historical data, market trends, and variables affecting business to build accurate predictive models. Financial Analyst: Financial analysts are the engine behind interpreting data and providing insights. They assess financial data, analyze market trends, and make recommendations to aid in investment decisions, budgeting, and long-term planning. They bridge the gap between data analysis and strategic decision-making, often specializing in areas like equities, bonds, or industries. Financial Planning & Analysis (FP&A): FP&A professionals are the architects of a company's financial roadmap. They work closely with various departments to develop budgets, forecast financial results, and monitor performance against targets. Their insights and forecasts drive operational and strategic decisions, ensuring alignment with overarching business goals. Each role plays a pivotal part in steering a company toward success, leveraging data-driven insights and strategic financial planning. Whether it's crafting predictive models, interpreting data for actionable insights, or driving the financial strategy, these roles are integral to a company's growth trajectory. Understanding these nuances can help aspiring finance professionals carve a path aligned with their interests and skills, contributing meaningfully to their organizations. What are your thoughts on these distinctions? Share your insights below! #Finance #FinancialModeling #FinancialAnalyst #FPandA #BusinessInsights #CareerGrowth
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Accurate bookkeeping for small and medium-sized businesses and CPA firms to support their growth I Experts in reconciliation and cleanup I Certified in QuickBooks and Xero.
1moFantastic role!