
Senior Financial Planning Analyst
5 days ago
At Treliant, we are a global consulting firm serving banks, mortgage originators and servicers, Fin Techs, and other companies providing financial services.
We are led by practitioners from the industry and the regulatory community who bring deep domain knowledge to help our clients drive business change and address the most pressing compliance, regulatory, and operational challenges.
We provide data-driven, technology-enabled advisory, implementation, and staffing solutions to the regulatory compliance, risk, financial crimes, and capital markets functions of our clients.
Our team is passionate about fostering a diverse, equitable and inclusive environment that values and embraces all races, religions, ages, abilities, gender, sexual orientations, ethnicities, languages, nationalities, political parties, socioeconomic groups and other characteristics that inform an individual worldwide view and experiences and systems of beliefs.
Our goal is to champion every voice and ensure everyone's full potential.
Key Responsibilities:
- Analyze and evaluate financial statements, including income statements, balance sheets, and cash flow statements.
- Develop and execute financial models to support client decision-making, including valuation, pro-forma modeling, and discounted cash flow analysis.
- Translate complex financial concepts into clear, actionable insights for senior stakeholders.
- Support financial capital forecasting and short-term cash flow planning.
- Prepare and interpret financial reports and client-ready presentation materials.
- Assess operational efficiency and overhead cost structures.
- Collaborate with internal teams and clients to implement financial strategies and process improvements.
Qualifications:
- Strong educational background in Finance, Economics, Accounting, Business or similar.
- Demonstrated experience in Consulting, Investment Banking, or Private Equity.
- Strong financial planning & analysis (FP&A) experience within a large organization.
- Advanced financial modeling and quantitative analysis skills.
- Proficiency in financial forecasting, reporting, and operational analysis.
- Excellent oral and written communication skills.
- Strong initiative and ability to work independently on project components.
- Team-oriented and accountable.
- Advanced proficiency in Microsoft Office tools.
Benefits:
- Career development opportunities
- A collaborative team culture
- Flexible working arrangements
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