: Financial Planning & Forecasting: Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
Prepare and consolidate annual budgets and quarterly forecasts, ensuring accuracy and alignment with organizational goals.
Analyze financial trends and variances, providing recommendations for corrective actions.
Financial Analysis: Conduct detailed financial analysis to support strategic initiatives and business decisions.
Evaluate financial performance by comparing actual results to budgeted targets, and identify key drivers of variance.
Prepare detailed reports and presentations for senior management and stakeholders.
Provide ad-hoc financial analysis and decision support to various departments as needed.
Business Partnership: Partner with business units to understand their financial needs and provide insights to drive business performance.
Support operational and strategic planning by providing financial analysis and scenario planning.
Act as a liaison between finance and other departments to ensure effective communication and understanding of financial impacts.
Reporting & Compliance: Ensure timely and accurate preparation of monthly, quarterly, and annual financial reports.
Assist in the preparation of financial presentations for board meetings and investor communications.
Ensure compliance with financial policies, procedures, and regulatory requirements.
Process Improvement: Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
Utilize technology and advanced analytical tools to streamline financial processes and reporting.
Team Management: Supervise and mentor FP&A staff, providing guidance and support in their professional development.
Foster a collaborative and results-oriented team environment.
Who Are You?
Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
MBA or professional certification (e.g., CFA, CPA) is preferred.
Experience: Minimum of 5-7 years of experience in financial planning and analysis, with at least 2-3 years in a managerial role.
Prior BPO Industry experience is highly preferred.
Skills: Strong analytical and problem-solving skills with the ability to interpret complex financial data.
Proficiency in financial modeling, forecasting, and budgeting.
Advanced knowledge of Excel and financial software (e.g., ERP systems, BI tools).
Excellent communication and presentation skills.
Strong attention to detail and organizational skills.
Personal Attributes: Strategic thinker with a proactive approach to problem-solving.
Ability to work effectively under pressure and manage multiple priorities.
Strong leadership and team management skills.
Collaborative and results-driven, with a focus on achieving organizational goals.
Who We Are: UnifyCX is a Global company with locations in the U.S., Colombia, Dominican Republic, India, Jamaica, Honduras, and the Philippines, that provides personalized contact centers, business?processing, and technology outsourcing solutions.
In nearly two decades of operations, we have grown from a few employees in a single location to a global company with thousands of staff members who support an international clientele.
Our motto is "Putting People First" we truly value our employees, customers, and communities.
Our focus goes beyond simply filling positions; we invest in our employees' long-term career growth.
Our dedication to exceeding expectations has led to longstanding partnerships with clients, some of whom have been with us for decades.
While others may speak of creating a supportive environment, we actively demonstrate it through our actions and approach.
Reports to: VP of Finance UnifyCX is a certified woman-owned business and an EOE employer that welcomes diversity.
