Director, Investment Planning

Company Profile

At Sand Cherry Associates, we excel in the design and delivery of strategic customer-centric initiatives through digitally-native, data-empowered solutions. Our client’s confidence in us is centered on exceptionally skilled, high-energy talent working with the support of the full Sand Cherry Team. Finding the right match for this role is a critical aspect of our success.

Overview

We are looking for a Director, Investment Planning who will work with a private equity firm focused on investment analysis and asset management strategies. As an integral part of the Finance leadership team, you will provide financial guidance, direction, investment modeling and reporting across a diverse portfolio of work. This includes managing other Financial Analysts and their work product. This position reports to the Executive team and Managing Directors. This is a 6 months+ consulting engagement on 1099. Qualified candidates must live in the NYC area to be considered and will work hybrid in Manhattan. This hybrid work schedule consists of 3-4 days in office, 1-2 days remote. All qualified candidates must be authorized to work in the United States without requiring visa sponsorship or C2C.

Key Responsibilities:

Financial Management, Analysis & Reporting:

• Extensive financial modeling insights and reporting

• Develop management reports and guidance that highlight financial performance against key metrics.
• Provide trends and variances in key financial metrics, providing commentary on significant deviations.

Budgeting & Forecasting:

• Develop and maintain complex financial forecasting models to ensure accuracy and support decision-making.
• Monitor actual performance against budgets/forecasts and recommend corrective actions as needed.

Business Partnering:

• Partner with Executive team to understand business needs and provide detailed financial insights
• Provide ongoing financial consulting and strategic support to client partners and portfolio, including ad hoc financial modeling, profitability analysis, and cost-benefit analysis.
• Develop and maintain strong working relationships with other cross functional departments to support company-wide initiatives.

Scenario Modelling & Decision Support:

• Conduct scenario analysis to evaluate the financial impact of different strategic decisions.
• Develop, assess, and present various “what-if” financial models to assess opportunities, identify risks, and propose solutions.
• Support key strategic projects by conducting ROI analysis and providing actionable insights to guide decision-making.

Continuous Improvement:

• Contribute to the development and enhancement of internal FP&A processes, including improvements to financial reporting, analysis, and forecasting.
• Evaluate existing processes and implement best practices to increase efficiency and accuracy.
• Utilize financial systems and data analytics tools to enhance financial reporting and forecasting capabilities.

Qualifications:

• A minimum of 7-8 years experience in senior level Financial Planning & Analysis, financial consulting, or related financial capacity roles.

• Advanced MS Excel and Power BI skills in financial modeling and cash flow modeling is required.
• Experience in investment banking, private equity or hedge funds companies is necessary.
• Experience crafting executive level MS PowerPoint decks for consumption.
• Proven supervisory or management experience guiding and managing other financial analysts on the team.

• Bachelor’s degree in Finance, Accounting, Economics is required. .
• CPA or CFA certification, or working towards one, is strongly preferred.

Required Skills:

• Analytical Ability: Proven skills in financial modeling, data analysis, and a strong ability to interpret complex data to derive meaningful insights.
• Business Acumen: Strong understanding of financial concepts and drivers of business value; ability to link financial performance to business strategy.
• Communication Skills: Excellent written and verbal communication skills with the ability to present complex information in a clear and concise manner to senior management and non-financial stakeholders. Must be detail oriented and adaptable to change.
• Advanced Excel Skills: Ability to create detailed financial models and use advanced Excel functions; experience with data visualization tools such as Power BI is advantageous.
• Attention to Detail: Strong focus on accuracy, completeness, and the quality of financial data and analysis.

Compensation:

For individuals assigned and/or hired to work in Colorado, Sand Cherry Associates is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and takes into account a wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and delivery model. This is a 6 month+ consulting engagement, with an hourly range of $90-115/hr. Years of experience, level of education, geographic location, unique skills/qualifications for the specific role and potential certifications can be key factors in the final compensation for this role.

Our team is unique — we are passionate about what we do. At Sand Cherry, our Consultants know they are impacting and shaping our clients’ industries. We recognize our employees for their contributions. Our culture is one of the most friendly and communicative in the consulting industry. Sand Cherry is not a top-heavy organization. We offer the opportunity to be part of a digital workforce. Discover the experience that only comes with self-responsibility in the workplace. Our team members manage their own workloads and are expected to deliver exceptional work for our clients. Professional career growth is one of our main priorities, as we affirm that investing in our Consultants and empowering our people will also deliver the best results and value for our clients.