Empowering People To Change

Good Morning,

I am working with a client to locate a professional candidate for a Financial Planner & Analyst. The position is located in Miami and I am offering a $2,000 referral bonus for recommending someone to this great opportunity. If you are interested please send me a copy of your resume and salary requirements to dcarson@carvechi.com

Job Description:

The Financial Planning Analyst maintains Excel databases resulting in the production of financial metrics, financial analysis. This position will implement financial and accounting techniques for planning, analysis and control.

Main Duties and Responsibilities include:

• Maintain financial databases with Actual extracted from Oracle
• Compare forecast submissions vs. prior forecast and update financial databases.
• Conducts variance analyses by Segment and by Department
• Validate information with each department.
• Collaborates in the development of management reports (Executive Book, Forecast Report, BOD Presentations, Earnings Call Back Up Materials, Ad Hoc Reports) and review them for data accuracy (tick & tie).
• Develop relationships with segment finance teams
• Timely and accurate production of reports, forecasts and analysis.
• Creates plan and forecast templates for data capture.
• Performs analysis of financial data in general (P&L, Balance Sheet, Cash Flow).
• Analyze financial information from different sources consisting of Oracle financial systems.

Job Requirements:
Qualifications:

• Bachelor’s degree in Business Administration, Finance or Accounting (MBA Desired but not necessary)
• Two to four years of work experience within the finance and accounting field.
• Advanced Excel skills (database management, pivot tables, H/V lookups, production and automation of reports for senior level)
• CPA or CFA helpful but not necessary.

Usually people associate dining out with fun, pleasure and a relaxed atmosphere. All true statements until you are trying to land a job while going out for lunch. Candidates normally asked themselves why an employer would want to conduct an interview over a meal. There are many reasons why. The hiring manager may not want the office to know they are interviewing for a certain position. The position may require heavy client interaction and business meetings and not only are you being considered for the position but also you are being observed on how you perform in an open environment. It doesn’t matter what the reason is, but in an extremely tight job market you the candidate need to be prepared.
Here are a couple of Do’s and Don’ts to keep in mind.

The Do’s
 Shut off your cell phone – I know it’s very tempting to check you blackberry or phone but resist temptation. Even if your interviewer is checking their phone do not check yours.
 Learn the Restaurant – Find out something about the restaurant that can be associated with something you are interested in. Engage your interviewer about the restaurant ask a question “Have you been here before?” “What do you recommend?”
 Inquire about your interviewer – You need to break the ice, ask questions such as “What do you like most about the company?” “How did you get your position here?”
 Keep your guard up – Remember this is an interview not a social setting. Keep focused on what’s at stake. Some companies will send an employee that is similar in age and background that will try to possibly stay something that you should not have.

The Do Not’s
 Talk Excessively – Better known as the pregnant pause used by interviewers. When you are done answering a question do not fill the open air. It is interesting what is said when someone is nervous.
 Being Late – Whether it’s for an in office interview or lunch interview always arrive about 15 minutes early.
 Rude to Restaurant Workers – This rank’s number one as the biggest blunder. Be polite to your waiter/waitress. Be patient and keep you focus on why you are there.
 Your Ordering Taste – Keep in mind the price of the items on the menu. Ordering the most expensive item. Skip dessert and only order coffee if the hiring manager is having something. This shows that you are fiscally responsible. Beware of what you order. Order something that you need to use a fork, and stay away from onions and garlic.

Following these easy to remember tips will help you land your new position. Lunch interviews just added some more complexity to the hiring process. Also always do your research on the company and be prepared.