Financial Planning and Analysis

• Own HavocAI’s financial planning processes, including annual and quarterly budgeting, long-range planning, cash flow forecasting, and monthly performance reporting.
• Develop and execute financial strategies covering cash management, liquidity, capital allocation, and investment decisions.
• Drive financial discipline, visibility, and fact-based decision-making across the organization.
• Partner with executive leadership to evaluate strategic initiatives, investments, commercial opportunities, and major business decisions.
• Develop financial models, forecasts, scenarios, and analyses supporting company strategy.
• Identify financial and operational risks and opportunities and develop recommendations for leadership.
• Establish reporting around financial performance, operating metrics, and organizational KPIs.
• Lead monthly and quarterly performance reviews, analyzing actual results against plan and key drivers and variances.
• Translate complex financial and operational data into actionable insights for senior leadership.
• Partner with company leaders to establish financial targets, evaluate performance, and improve accountability.
• Drive and evolve company-wide KPIs.
• Partner with the CFO on investor relations and progressively take ownership of the function.
• Develop investor communications materials and anticipate investor questions.
• Support financing and capital planning activities.
• Manage and develop relationships with external financial partners, including lenders.
• Lead development of scalable finance systems, processes, reporting, and operating rhythms.
• Drive finance transformation initiatives and identify automation and AI opportunities.
• Partner with Accounting and finance functions to connect reporting, planning, forecasting, and decision-making.
• Lead and develop the Finance team; hire, coach, develop, and retain finance talent.
• Build scalable structures, processes, and operating practices as HavocAI grows.
• Establish accountability and foster a culture of high performance, ownership, accuracy, collaboration, and continuous improvement.

VP of Finance

• Consult with financial advisor clients via phone and Zoom
• Provide market insight, investment product overviews, and portfolio construction ideas
• Help financial advisors achieve their clients’ financial goals
• License, train, and support financial advisor investment product inquiries
• Proactively engage clients to initiate new client relationships and sales opportunities
• Progress toward sales territory ownership with an external sales partner to drive investment product sales
• Build capital market and investment product knowledge
• Develop sales process and sales territory management skills
• Develop consultative presentation capabilities
• Develop knowledge of the financial advisor and intermediary ecosystem
• Support financial advisor clients’ financial wellness planning and advisory practices
• Lead, mentor, support colleagues, and contribute to an inclusive culture

Financial Planning and Analysis jobs in Rhode Island

VP of Finance

Investment Sales Associate