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Finance Manager - Finance Transformation (remote)

  • Location: Stamford, CT
  • Job Type: Direct Placement
  • Ref No: 22-00374
  • Date: January 14, 2022
  • Job title:

Job Description - Finance Manager - Finance Transformation (remote)

                  Finance Manager – Finance transformation       
 
      This role is responsible for managing all aspects of significant to moderately complex projects for a defined segment of strategic initiatives from project definition and intake to transition to full implementation and operational support.     
 
        Preferred Knowledge/Skills              :     
 
      Demonstrates intimate abilities and/or a proven record of success as a team leader:   

     
  •       Identifying key priority growth areas for a company and recommend potential transformational initiatives that would result in margin improvement;   
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  •       Drawing insights from a company’s commercial strategy across multiple other inputs    
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  •       Having experience with banking and capital markets, asset and wealth management, insurance, and private equity;   
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  •       Defining the total addressable market, growth forecasts, competition and interactions, and value exchanges of the industry / sector value chain for all segments;   
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  •       Identifying key market trends and what investments are required to align with market trends and strategic priorities;   
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  •       Leading diverse teams across multiple capabilities and competencies;   
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  •       Leading and coaching subsector team through scoping, execution, and delivery of company analysis and recommendations (annual, quarterly, and ad-hoc updates);   
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  •       Ensuring analysis and recommendations are complete, accurate, and actionable;   
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  •       Embedding knowledge transfer and daily coaching in interactions with assigned team;   
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  •       Ensuring best practices, methods, new data sources, tips & tricks are captured and catalogued centrally;   
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  •       Developing and sustaining relationships with client teams on assigned companies;   
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  •       Tracking, monitoring, and following up with client teams on feedback;   
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  •       Participating in relevant client engagements, recognized as a subject matter specialist, and able to manage a team of analysts in delivering knowledge based deliverables;   
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  •       Developing and presenting market making differentiated points of view;   
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  •       Creating and contextualizing analytic modeling and monitoring of key sector drivers;   
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  •       Generating forward-looking, client-centric analysis to drive strategic conversations and specific growth opportunities targeted to the client service team’s needs;   
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  •       Managing daily activities around client support and risk mitigation on a product, deliverable and project basis, and the quality of delivered products by adhering to the unit’s quality review protocol;   
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  •       Interacting with stakeholders and practice groups to develop new products and solutions; and,   
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  •       Building a personal knowledge base through proactive industry research and analysis activities and efforts to build product deliverables either individually or with client service teams.   
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      Demonstrates intimate abilities and/or a proven record of success as a team leader in the following areas:     

     
  •       Using business software, including Microsoft Office applications; analytic/visualization tools like Alteryx and Tableau, and basic financial analysis packages;   
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  •       Leveraging comprehensive analytics methodologies and tools within a professional services environment;   
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  •       Establishing personal networks relevant to the industry;   
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  •       Exhibiting team commitment and the willingness to support the team in the attainment of organizational goals;   
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  •       Guiding and developing others in the group and across the Insights Factory organization and the Firm who are new to the industry or subject matter;   
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  •       Possessing written and verbal communication skills;   
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  •       Possessing reporting and communicating implications of analysis with a focus on analytic quality and fusion, and;   
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  •       Troubleshooting project issues with the broader Insights Factory team and elevating to leadership as appropriate.   
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