Posts Tagged ‘Finance’

17 Feb

Sr. Financial Analyst – Heliae – Gilbert, AZ

Posted by ejmontgo in Uncategorized. Tagged: , , , .

Company Description: Heliae® is a platform technology company that uses sunlight and waste carbon to produce high-value products from algae. Based in Gilbert, AZ, Heliae is leveraging its core production technology into four target markets: nutrition, therapeutics, health & beauty and agrosciences. With a seasoned management team and world-class science, Heliae is advancing the future of the algae industry by delivering novel algae-based products to dynamic markets around the world.

Website: www.heliae.com

Title:   Sr. Financial Analyst                                                       Department: Finance/Admin                                      Updated: 11-6-14

Basic Function: The Sr. Financial Analyst position is accountable for the ongoing analysis of job and process costing, margin analysis, and tracing costs back to underlying activities. The Sr. Financial Analyst will develop and maintain economic models related to new processes and products. This position must also assist with monitoring and improving cost-effective data accumulation systems needed to provide an appropriate level of costing information to management.

Reports to: Director of Finance

Supervises: n/a

Primary Responsibilities and Duties may include but are not limited to:
1. Develop new process and product modeling
2. Assist with annual budgeting and periodic forecasting
3. Review standard and actual costs for inaccuracies
4. Report on breakeven points by products and facilities
5. Report on margins by product
6. Report on periodic variances and their causes
7. Assist with maintaining and improving cost accounting system
8. Review and improve the controls needed for data accumulation and reporting systems
9. Maintain fixed asset system including purchases, disposals and depreciation
10. Assist with month-end close activities
11. Perform other related duties or special projects

Qualifications:
• At least 3 – 5 years experience in financial analysis in a manufacturing environment.
• A degree in accounting (CPA preferred)
• Strong Excel skills
• Strong attention to detail, coordination of multiple projects and ability to set priorities and meet deadlines in a dynamic team oriented environment.
• Strong written and verbal communication skills and ability to work individually, on a project or in a team environment.
• High level of initiative and the ability to take personal ownership, going beyond assigned tasks to improve project execution.
• Adaptability to changing work assignments. Flexibility with duties.
• Complete discretion and ability to work with confidential information.
• Strong problem solving skills.

Desired Attributes:
• Analytical and problem solving skills
• Decision making skills
• Effective verbal, presentation and listening communications skills
• Effective written communications skills
• Computer skills including the ability to operate computerized accounting, spreadsheet, word- processing, graphics
• Time management skills
• Integrity
• People Skills/Leadership Ability
• Technical Strength/Process Aptitude

Physical Requirements:

• The ability to work 40 or more hours per week at Heliae’s headquarters in Gilbert, Arizona
• The ability to operate a:

  • computer
  • telephone
  • fax machine / copier

• The ability to:

  • Walk a construction site.
  • Sit for extended periods of time (2 hours at a time, 8 hours per day).
  • Occasionally (0-33%) lift or carry up to 10 lbs.
  • Frequently (34%-66%) perform fine manipulations with hands and fingers.
  • See, hear, and speak.

**Please, no calls from applicants or recruiters

http://www.heliae.com/contact-us/careers/

17 Feb

Sr. Budget and Planning Analyst – Seventh Generation – Burlington, VT

Posted by ejmontgo in Uncategorized. Tagged: , , , , .

Overview

This person will lead the company’s financial budget/reforecasting process and implement and maintain integrated planning systems that support the company wide planning efforts. They will serve as administrator of the planning system and seek out increasingly efficient and effective ways to support planning & reporting efforts across the organization, including annual budget, quarterly reforecast, rolling forecasting, scenario and long-range planning.

In addition to planning and forecasting responsibilities the Sr. Budgeting & Planning analyst will collaborate closely with the Accounting team on actuals integration and variance reporting and provide support to the FP&A team and business partners to improve forecasting effectiveness and accuracy across the business.

Primary Duties

Planning System Management

  • Lead the implementation of new planning system and process in 2015 and serve as primary administrator and support for evolution of the system in service of changing organization needs.
  • Provide documentation and ongoing training support for the planning system, for all level of users.
  • Develop into the SME for our planning system & processes and lead the continuous optimization of both
  • Tight collaboration with Accounting Team, to ensure the accuracy, integrity and overall pace at which transactional and other key data becomes available for integration into planning system for use in reporting and analysis

Budget Management

  • Develop, manage, and upgrade the financial components of the company’s annual operating plan & budget and supporting Quarterly Reforecasts.
  • Ensure budget to actual variance analysis reports are accurate and available to budget managers and decision makers in a timely manner.
  • Engage the company to increase in overall business/financial planning capabilities and accuracy.
  • Lead the company’s annual budget and quarterly reforecast processes.
  • Manage the communication, information, timelines, and requirements that link the annual operatingplan with the annual budget and financial planning process.
  • Analyze, validate, and challenge business planning assumptions in partnership with FP&A Team and Functional Leaders.
  • Seek continuous optimization of process and inputs
  • Provide guidance to business partners on appropriate level of planning
  • Create and maintain a forecast accuracy report to track our ability to improve our financial planning accuracy over time

Reporting & Analysis

  • Support FP&A team and Finance Manager with monthly flash, quarterly business reviews, customer and product P&L development and analysis.
  • Support Director of Finance in the development of long range plans and scenarios as needed for business decisions, annual valuation and strategic planning efforts.
  • Complete ad hoc financial analysis as required by the Director of Finance

Qualifications

  • Minimum of Bachelor Degree in accounting, business management or other related field.  MBA is a plus
  • 3-5 years progressive experience in financial planning and analysis, preferably within CPG company
  • Prior experience coordinating the planning cycle in a dynamic and fast-paced environment
  • Project management training & experience
  • Proficiency in Microsoft Office (Excel, Outlook, PowerPoint)
  • Proficiency in Microsoft Navision
  • Advanced knowledge in the use of financial planning software applications, databases, query tools, spreadsheets and/or word processing required.
  • Strong attention to detail and organizational skills, motivated and able to multi task
  • Passion for our mission, vision, values & teamwork

 WORKING CONDITIONS

  • Office environment
  •  No specific physical requirements

http://www.seventhgeneration.com/

17 Feb

Sr. Portfolio Manager – Calvert Investments, Inc. – Bethesda, MD

Posted by ejmontgo in Uncategorized. Tagged: , , , .

JOB PURPOSE:

Responsible for the management of in-house equity portfolios and in-house fundamental equity research.

Essential Functions:
• Follow robust and repeatable portfolio construction process with well-defined risk controls and liquidity parameters;
• Make buy and sell recommendations for in-house portfolios;
• Conduct in-depth financial analyses and build sophisticated discounted cash flow models of portfolio companies;
• Incorporate fundamental, quantitative, macro and ESG insights as well as knowledge of derivatives and alternative strategies into day-to-day work and decision-making, team work and interactions;
• Perform fundamental and quantitative company, sector and industry analysis on prospective and existing portfolio holdings incorporating financial as well as environmental, social and governance (ESG) factors as warranted;
• Assemble and review data on companies within one or more sectors, conduct statistical analysis, complete studies of industry groups and individual securities;
• Attend industry conferences, follow sell-side research, communicate with managements of portfolio companies to inform and validate investment research;
• Contribute to macroeconomic discussions;
• Interact with Calvert Sustainability Research Department in the development of integrated ESG research and analyses for companies and industries;
• Interact with and provide insights for the equity trading team;
• Assist team in forming and expressing views on global sectors, industries, regions, countries, and markets;
• Provide support to sales and relationship management functions;
• Work with, motivate and mentor teams of analysts;
• Provide leadership in fostering industry best practices with respect to rigorous research, portfolio risk controls and compliance-centric culture.Working

Required Knowledge and Skills:

• Minimum of 10 years of experience as lead portfolio manager with experience in global equity and emerging markets equity and fundamental analysis of companies in the Information Technology and/or Health Care sectors;
• Advanced degree in Finance or Accounting required; MBA, CPA, CFA, or CFA candidacy strongly preferred;
• Proven investment track record;
• Experience with long/short and short selling strategies;
• Ability to manage a significant amount of equity assets;
• Ability to act independently with established investment guidelines and policies;
• Demonstrated interest in ESG integration approaches to investing;
• Ability to work in a fast-paced, team-oriented, collegial and collaborative environment;
• Focus on information sharing and continuous process improvement;
• Demonstrated ability to multi-task while being results oriented and entrepreneurial;
• Demonstrated excellent quantitative and qualitative research skills;
• Strong computer modeling skills required;
• General knowledge of securities laws and regulations;
• Excellent oral and written communication skills;
• Experience with customized separate account strategies a plus.

http://www.calvert.com/

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