Financial Planning & Analysis Senior Analyst
48forty SolutionsSalary not specified
Full Time
Mid-level (3 to 4 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Finance, TechnologyIndustries
Requirements
- 5+ years' experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirements
- Proven experience building dashboards and variance reports in Workday Adaptive Planning
- Advanced proficiency in Microsoft Excel
- Experience working with modern accounting software and systems, preferably Workday
- Skills with Tableau or other BI tools preferred
- Strong understanding of financial statements, budgeting, and planning processes
- Bachelor’s Degree in Accounting or Finance, MBA preferred
Responsibilities
- Assist in the preparation of annual budgets, forecasts, and long-range financial plans to enable strategic company-wide decision-making
- Support the monthly financial reporting process, including variance analysis and management reporting
- Develop and maintain financial models for existing and new business units and projects
- Collaborate with FP&A leadership to gather business requirements and translate them into scalable Adaptive solutions, including automated dashboards and reports
- Lead the development and ongoing maintenance of automated dashboards and reports within Workday Adaptive Planning
- Support financial system integrations, including data flows into Adaptive
- Create multi-dimensional, attribute-level reporting to provide visibility across key business perspectives
Skills
financial modeling
forecasting
variance analysis
budgeting
financial reporting
BI tools
The Voleon Group
Investment management using machine learning algorithms
About The Voleon Group
Voleon focuses on investment management by utilizing machine learning to analyze financial market trends. The firm uses advanced statistical models to process large datasets and identify patterns that inform investment decisions, setting it apart from traditional methods that rely on human intuition. Voleon serves institutional clients and operates on a performance-based fee structure, aligning its interests with those of its clients. The company's goal is to provide data-driven insights that optimize investment returns while adapting to changing market conditions.
Berkeley, CaliforniaHeadquarters
2007Year Founded
VENTURE_UNKNOWNCompany Stage
Quantitative Finance, Financial ServicesIndustries
51-200Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Paid Vacation
Paid Sick Leave
401(k) Retirement Plan
401(k) Company Match
Risks
Competition from other quantitative hedge funds may erode Voleon's market share.
Regulatory scrutiny on AI use in finance could increase compliance costs for Voleon.
Data quality issues could lead to inaccurate predictions and financial losses for Voleon.
Differentiation
Voleon uses machine learning for data-driven financial market predictions.
The firm serves institutional clients with a focus on scalability and risk management.
Voleon's academic approach emphasizes intellectual rigor and continuous learning.
Upsides
Increased interest in ESG investing offers new opportunities for Voleon's models.
Alternative data sources enhance predictive models for quantitative hedge funds like Voleon.
Cloud computing enables efficient scaling of Voleon's data processing capabilities.
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