Edelman Financial Engines

Financial Planning and Analysis

• Evaluate client life-cycle stages and identify financial goals
• Present appropriate solutions, products, services, and investment actions
• Educate clients on financial planning principles and articulate EFE’s value proposition
• Secure client business and help clients build personal investment plans
• Follow up to ensure onboarding tasks are completed
• Open client accounts and establish fund transfer/management
• Engage existing clients to review and adjust strategies
• Manage client interactions efficiently within meeting times
• Perform comprehensive client reviews
• Coordinate with EFE account support staff for timely and accurate administration
• Provide financial planning services, advice, and ongoing relationship management primarily by phone and virtual conferencing

Emerging Investor, Financial Planner

• Develop and maintain financial models for budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives
• Analyze business drivers, profitability, growth trends, and enterprise performance
• Evaluate risks, opportunities, and potential business outcomes with Finance leadership
• Translate complex financial information into recommendations for executive decision-making
• Support monthly, quarterly, and annual planning processes
• Prepare executive-ready presentations and financial communications
• Synthesize financial and operational results into actionable narratives
• Develop materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums
• Coordinate requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders
• Prepare analyses, presentation materials, FAQs, and documentation for external meetings and diligence activities
• Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather, validate, and communicate information
• Manage project plans, communication timelines, and deliverables for lender processes, ratings reviews, and diligence processes
• Coordinate teams to ensure timely and accurate completion of key deliverables
• Improve modeling processes, reporting quality, communication effectiveness, workflows, and tools
• Support special projects and strategic initiatives

Senior Manager, Financial Planning & Analysis, Investor Relations

• Develop and maintain financial models for budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives
• Analyze business drivers, profitability, growth trends, and enterprise performance
• Evaluate risks, opportunities, and potential business outcomes with Finance leadership
• Translate complex financial information into recommendations for executive decision-making
• Support monthly, quarterly, and annual planning processes
• Prepare executive-ready presentations and financial communications
• Synthesize financial and operational results into actionable narratives
• Develop materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums
• Coordinate requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders
• Prepare analyses, presentation materials, FAQs, and documentation for external meetings and diligence
• Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather and communicate information
• Manage project plans, communication timelines, and deliverables for lender processes, ratings reviews, and diligence
• Coordinate teams to ensure timely and accurate deliverables
• Improve modeling processes, reporting quality, workflows, tools, and FP&A outputs
• Support special projects and strategic initiatives