(Corporate Financial Planning & Analysis)
Gain a solid understanding of Financial Engines' business model
Maintain five-year and annual planning models as well as monthly forecast
Partner with Distribution and Institutional Services Organization
Dashboards and reporting for President and EVP to drive execution against corporate priorities
Support VP of Finance with ad-hoc reporting and analysis to drive financial results
Partner with accounting on close and audit; analyze budget vs. actual variances at month-end
Review and prepare financial statements and metrics for quarterly earnings calls and reporting
Prepare monthly executive financial update and board of directors’ presentations
Analyze and review budget vs. actual reports monthly with department managers
4-7 years of experience in finance and accounting
Bachelors or Masters degree in finance or accounting
Proficient in Excel, financial modeling, and preparing presentations
Strong organizational, communication, analytical, and business partnership skills
Ability to work in a deadline driven and multi-task environment
Independent self-starter comfortable reporting to manager in Sunnyvale, CA
Clear understanding of basic accounting concepts and principles
NetSuite and Adaptive Planning experience a plus
About Financial Engines: (NASDAQ: FNGN)
Financial Engines is a fast-growing company dedicated to making high-quality retirement help available to everyone — regardless of how much money they have. We’re proudly independent, which means we don’t make money or earn commissions based on our investment recommendations. Instead, we offer our advisory services to a number of Fortune 500 companies. They, in turn, offer our services to their workers as a valuable employee benefit.
Co-founded in 1996 by Nobel Prize-winning economist Bill Sharpe, Financial Engines currently offers personalized advice for saving, investing and living in retirement to millions of workers nationwide. Our strong ties with employers give us a unique opportunity to form direct relationships with their employees.
Some people love the challenge of investing. Others prefer to focus their time elsewhere, but everyone needs to plan for retirement. Whatever their interest level in investing, Financial Engines combines cutting-edge technology and a personal, human touch to help all types of investors reach their retirement goals.
All advisory services provided by Financial Engines Advisors, L.L.C., a federally registered investment advisor and wholly-owned subsidiary of Financial Engines, Inc. Financial Engines does not guarantee future results.
Financial Engines - 15 months ago