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Strategic Financial Advisor
Geller & Company
New York, NY, United States
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Founded in 1984, Geller & Company is a premier strategic financial advisory firm whose clients include businesses and high net worth individuals and families. Geller & Company works closely with clients to understand their needs and delivers a tailored suite of services, including Strategic CFO Consulting, Financial Reporting and Accounting, Technology, Wealth Management and Family Office Services. Headquartered in Manhattan, Geller & Company employs over 500 professionals.
Geller & Company’s key client is a leading multi-billion dollar financial services company that outsources its finance organization to Geller. This includes financial planning, analysis and reporting; budgeting and forecasting; and accounting and tax work, with strategic and operational oversight of compensation, capital expenditures, real estate and other worldwide areas. Geller & Company provides world-class finance, accounting and strategic outsourced solutions to CFO’s and other senior-level financial decision makers.
Strategic Financial Advisor - Special Projects
You will take ownership of:
• Providing strategic and/or financial decision support to senior management and CFO teams
• Managing projects including defining problem, identifying resource needs, executing various work streams, and delivering valuable insights to the client
• Preparing research and analysis for the Company’s client. This will include preparation of recurring and ad hoc analysis and reports on the industry/competition/customers and new businesses of the client in support of specific business decisions
• Creating and maintaining financial models for analysis purposes and preparation of business plans
• Analyzing corporate policies and practices and recommending changes as needed
• Developing management and other ad hoc reporting
• Identifying metrics and benchmark core client functions
• Developing actionable insights from detailed behavioral data sets
We expect you to have:
• One or more of the following potential backgrounds - Corporate finance/FP&A, Management consulting, Investment banking/investment management (familiarity with front/mid/back office, financial products), Business development with strong finance/accounting background
• Minimum of 10+ years consulting/analytical experience; general understanding of GAAP, competent in reviewing financial statements, scoping and managing projects, identifying key business value drivers and developing projected and pro forma financial data
• Experienced in writing issue-based financial performance assessments, research reports and business plans utilizing financial modeling skills
• Strong general business knowledge that can be used to produce relevant research and business writing skills to summarize information including financial services products and services, information technology and servicers’ business.
• Strong data analysis skills to structure/create data sets and synthesize information; using Excel and other financial tools
• Highly motivated and self-starter to hit the ground running
• Strong professional communication and persuasion skills; executive presence
• Strong project management, organizational, time management, problem solving and analytical skills
• Strong presentation and computer skills (proficiency with Excel, Word, Power Point)
We’d love to see:
• MBA or CFA
• Experience in the technology, media or communications industries
If this sounds like you:
Apply! If we think you're a good match, we'll get in touch with you to let you know the next steps.