Financial Advisor

nder general supervision, this position will be responsible for planning, forecasting, and reporting client profitability.The role also requires that all new business is added to their portfolio correctly and managed following the same process.The successful candidate will need to work independently across multiple internal groups and teams to get the data required to finalize their client profitability models.The successful candidate will demonstrate a willingness to learn the industry and how TTEC oversees their business to ensure they model accurately.Candidates must have strong problem-solving capabilities to think outside of the box and the ability to adapt and overcome different types of obstacles.The candidate must demonstrate good communication skills, both written and spoken.

Youll report tothe Executive Director Finance.

During a Typical Day, You ll

Willingness to learn the business and use that knowledge to identify variances in operational and financial performance and research root cause with your operations partners and other teams involved in delivering to our clients.

Ability to understand financial goals and targets and leverage your skills to ensure the variance between actual operational and financial results are within those goals and targets.

Works with business leaders to strategize and model operational delivery that drives improvement in the business to achieve targeted results.

Responsible for communicating financial and business results, future risks and opportunities to the Finance team, Finance management, Executives and Managers, and other internal customers.

Ability to prioritize work, plan ahead, and manage timelines to meet or exceed deadlines.Ability to communicate status of work, projects, and ad hoc efforts in a timely fashion both written and verbally.

Ability to work in a matrixed organization where you will work with peers that are at, below, and above your role and/or skill set.

Responsible for maintaining and implementing Excel based complex forecasting models to help predict and model company revenue and expense by client and line of business.These models are multi-variable month base Excel based models.

Ability to manage annual, quarterly, monthly, and weekly reporting between forecast models and actuals results across multiple clients and lines of business.Willingness to work across multiple teams to capture all the data necessary to report accurately for each reporting period.

Ability to be consistent and follow modeling, file, and naming conventions.Ability to document your work effort weekly for status reporting to management.

Ability to recognize when a model, process, or approach is not efficient or is broken.Ability to design the solution, including gaining agreement from your business peers and then implement the solution.In situations where the problem is too large to resolve yourself, ability to communicate the problem and participate in the solution.

Willingness to manage/coach one junior financial analyst that supports your portfolio but manages a smaller number of clients and forecasting models.

Willingness to take an Excel based modeling test as part of the application process.

Must have experience in Excel based Financial Planning and Analysis (FPA). Minimum 4 years experience preferred.

Prior experience in business process outsourcing (BPO) industry or similar industry preferred.

Experience in pricing and/or business case modeling a benefit, especially Excel based modeling.

Ability to communicate at different levels both written and spoken.

Demonstrated experience in Hyperion Essbase.

Must have a successful track record in planning long-term strategic plans and meeting established milestones.

Should be informed on current industry trends and technologies to keep business unit on leading edge.

What You Can Expect

Supportive of your career and professional development

An inclusive culture and community minded organization where giving back is encouraged

A global team of curious lifelong learners guided by our company values

Ask us about our paid time off (PTO) and wellness and healthcare benefits

And yes... a great compensation package and performance bonus opportunities, benefits youd expect and maybe a few that would pleasantly surprise you (like tuition reimbursement)