Flow

FinServ

HeadofStrategicFinance

$225–325k ~AI est. Bay Harbor Islands, Florida, United States FULL TIME
The Brief

“Head of Strategic Finance at Flow. Skills: Strategic Finance, Financial Planning, Forecasting, AI-driven Analytics. Lead budgeting process. Lead long-range planning”

What You'll Achieve.

Drive growth; Drive operational efficiency; Drive investment decisions; Drive long-range planning; Improve accuracy; Improve speed of decision-making

Industry & Context.

FinServ
Problems you'll solve

Analytical skills; Quantitative insights

What They're Looking For.

Must Have

Bachelor's degree required, 12+ years of finance experience, Strategic finance leadership experience, Experience with ERP systems, Experience with financial planning platforms, Experience with AI-driven advanced Excel

Nice to Have

CFA charterholder preferred, FRM preferred, CPA preferred, Python experience preferred, R experience preferred, SQL experience preferred, Bloomberg Terminal experience preferred, Reuters Eikon experience preferred, FactSet experience preferred, Murex experience preferred, Calypso experience preferred

What You'll Do.

Lead budgeting process

Lead long-range planning

Lead rolling forecasts

Build financial models

Maintain financial models

Use AI-enabled forecasting

Analyze financial trends

Analyze operational trends

Identify opportunities

Provide recommendations

Build scenario models

Build sensitivity analyses

Provide variance analysis

Partner with executive team

Support financing activities

Support lender reporting

Support board materials

Support investor presentations

Evaluate business opportunities

Evaluate market expansion

Evaluate investment strategies

Own executive dashboards

Own management reporting

Implement reporting platforms

Implement automation platforms

Implement analytics platforms

Optimize reporting platforms

Optimize automation platforms

Optimize analytics platforms

Enhance real-time reporting

Enhance decision-support systems

Establish reporting frameworks

Establish financial metrics

Improve data architecture

Improve reporting automation

Improve enterprise analytics

Build accountability culture

Build high standards culture

Build continuous improvement culture

Champion advanced analytics

Lead process automation

Lead operational scalability

Lead finance transformation

Improve planning efficiency

Improve forecasting accuracy

Improve data integrity

Improve enterprise reporting consistency

Support planning platform implementation

Support AI-enabled financial technologies implementation

Evaluate emerging technologies

Evaluate best practices

How You'll Work.

Team & Collaboration

Partner with CFO; Partner with executive team; Partner with Technology; Partner with Operations; Partner with Accounting; Partner with Asset Management; Partner with Operations teams

Communication Scope

Translate complex data

Process & Methodology

Planning, Forecasting, Budgeting

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