Financial Director I

Position Overview

This role provides financial leadership for a specialized sub-segment (e.g., Digital, Deposits, Enablement), supporting a mid-size portfolio. It ensures accurate financial reporting, contributes to tactical execution, and helps align financials with operational goals. The role focuses on execution and support within a more defined scope.

Key Responsibilities

• Provide financial leadership for a specialized sub-segment with moderate complexity.
• Ensure accurate reporting and contribute to tactical execution and planning.
• Align financials with operational goals within a defined scope.
• Support performance tracking and variance analysis.
• Assist in preparing forecasts and financial plans.
• Collaborate with business partners to support financial decision-making.
• Maintain documentation and ensure data integrity.

Required Qualifications

• Bachelor’s degree in Accounting or Finance, or equivalent education and related training.
• Eight years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to work independently with minimal guidance.
• Proactive in completing tasks and producing deliverables.
• Sound and comprehensive understanding of business and organizational strategies and processes.
• Ability to build consensus through communication and presentation of factual and relevant information.
• Strong verbal and written communication skills to interpret and communicate financial analysis to business partners in a concise and useful manner.
• Strong analytical and problem-solving skills with sound and logical decision-making abilities.
• Demonstrated leadership skills and ability to work well with others in a dynamic, team-oriented environment.
• Familiarity with GAAP.
• High proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
• Financial Modeling experience.

Preferred Qualifications

• Supervisory experience.
• Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst.
• Master’s degree or MBA.
• Specific financial services or specialized industry experience.
• Proficient in Essbase/Hyperion, EPM/BPC, or other enterprise accounting software.
• Experience with macros/VBA.

Benefits & Perks

• Benefits: Eligible for comprehensive benefits including medical, dental, vision, life insurance, disability, and accidental death & dismemberment coverage.
• Includes tax-preferred savings accounts and a 401k plan.
• At least 10 days of vacation (prorated), 10 sick days (prorated), and paid holidays during the first year of employment.
• May also include additional benefits such as defined benefit pension plans, restricted stock units, and deferred compensation depending on the position and division.