Job description
Overview
Join Summit Financial Group as a Financial Manager and lead the planning, analysis, and governance that drives strategic decision-making for a growing, data-driven organization.
In this role, you will partner with senior leadership to ensure a robust financial strategy, accurate forecasting, and compliant reporting across the enterprise.
We offer a dynamic, performance-oriented culture, competitive compensation, and clear paths for growth in a fast-paced financial services environment.
Responsibility
- Lead annual budgeting, rolling forecasts, and long-range planning processes to support strategic growth.
- Own monthly close activities, ensure accuracy and timeliness of financial statements in accordance with GAAP.
- Develop and monitor KPIs, working capital metrics, and cash flow forecasts to guide decision making.
- Collaborate with department heads to provide actionable insights, cost optimization opportunities, and scenario analyses.
- Drive rigorous financial analysis for strategic initiatives, including capital allocation, pricing strategies, and potential M&A.
- Enhance internal controls, risk management, and process improvements across finance operations.
- Coordinate external audits, respond to inquiries, and maintain audit readiness.
- Lead and mentor a growing FP&A team, fostering a culture of data-driven decision-making.
Qualification
- Bachelor's degree in Finance, Accounting, or related field; professional credentials (CFA, CPA, CMA) preferred.
- 8+ years of progressive experience in FP&A, corporate finance, or accounting within financial services or similar industries.
- Strong knowledge of GAAP, financial modeling, and performance measurement.
- Advanced Excel skills and experience with BI tools (Power BI, Tableau) and ERP systems (e.g., Oracle, SAP, NetSuite).
- Proven ability to influence stakeholders and present complex data clearly to executives.
- Demonstrated track record of process improvements, internal controls, and risk management.
- Experience with SQL or data analytics tools is a plus; ability to translate data into actionable insights.
- Excellent communication, leadership, and collaboration skills; ability to manage multiple priorities in a fast-paced environment.