Financial Planning Specialist
hace 1 mes
We are seeking a highly skilled Financial Planning Specialist to join our Finance team at Hearsay Systems. This role provides ownership of the company's finances, both at the department and corporate level. The successful candidate will have a multifaceted role, working in the details of Hearsay's financial books and taking a strategic view of the company's strategy, roadmap, and products.
About Hearsay Systems
- Founded in 2009, Hearsay Systems is the trusted global leader in digital client engagement for financial services. Our Client Engagement Platform empowers over 225,000 advisors and agents to proactively guide and capture the last mile of digital communications in a compliant manner. The world's leading financial firms, including BlackRock, Charles Schwab, Morgan Stanley, and New York Life, rely on Hearsay's compliance-driven platform to scale their reach, optimize sales engagements, grow their business, and deliver exceptional client service.
About the role
- Lead the monthly close and forecasting process for the entire company for select geographies.
- Manage financial operations, including headcount management and spend approvals, ensuring accurate accounting treatment of spend and presenting budget vs actual variances to senior management.
- Work on long-range and mid-year financial/operational planning for several key areas of the business, including strategic alternative analyses, financial modeling, and headcount planning.
- Partner cross-functionally to drive process improvement initiatives and operational scenarios that increase spending efficiency.
- Build and maintain financial reporting packages for the CFO, CEO, and Board.
- Build and own reporting of company financials and analysis in Looker.
About you
We are looking for a candidate with a Bachelor's degree in Finance, Economics, Accounting, Business, or a related field, and 2-4 years of experience in building and maintaining financial models, forecasting, and business analytics in a fast-paced environment. Strong business and financial acumen is required to interpret financial results and provide thoughtful metrics and analyses that will help drive strategic decisions throughout the company. Experience in BI tools, particularly Looker, is preferred, and knowledge of Adaptive Insights and Netsuite is a plus.
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