STRATEGIC FINANCE ASSOCIATE
WHO WE ARE
Lindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world’s most remote and pristine locations on our fleet of 20 ships, and are committed to ensuring our guests experience the “Exhilaration of Discovery”.
The Strategic Finance Associate will be a key addition to our strategic finance team, responsible for owning budget, operational, and long-range models. The ideal candidate will have exceptional financial modeling and analytical skills, identifying data-driven insights to drive positive commercial outcomes.
This individual will also have excellent interpersonal and communication skills, supporting senior executives in mission-critical operational and strategic decisions. As a Strategic Finance Associate you will be joining a small, collaborative and high-impact team with substantial visibility throughout the organization.
ESSENTIAL DUTIES:
· Develop and maintain comprehensive financial and operating models for budgeting, forecasting, and long-range financial planning.
· Develop and maintain financial models for various business units and strategic initiatives.
· Model potential financial outcomes under different operational, economic, and strategic scenarios to inform decision making.
· Drive the monthly financial reporting process. Conduct detailed variance analysis with a focus on going beyond the numbers to understand underlying trends and identify opportunities for improvement.
· Partner with business units with analyses of business performance, providing data-driven insights to support budgeting, business planning, and financial and operational improvements.
· Provide analytical support for the evaluation of potential investments, mergers, and acquisitions.
· Prepare monthly, quarterly, and annual presentations for executive leadership and the board on financial results, budgets, forecasts, long-range planning and strategic initiatives.
· Continuously improve financial processes and systems to enhance efficiency and accuracy
QUALIFICATIONS
· 2-5 years of experience in financial planning and analysis, corporate finance, management consulting, investment banking or a similar role.
· Exceptional, demonstrable analytical skills and strong attention to detail
· Deep understanding of how to use operational and financial data to build forecasts and financial analyses
· Ability to break down complex financial data and identify key insights
· Effective communicator who can distill conclusions into actionable commercial insight for senior management and other stakeholders
· Proficiency in Microsoft Office (Excel, Word, PowerPoint), and/or other presentation applications and financial database and data visualization applications
· Knowledge of accounting principles and financial statement analysis
· Bachelor’s degree in finance, accounting, or a related field, or comparable professional experience
Preferred Qualifications
· Excellent communication and interpersonal skills.
· Ability to work independently and collaboratively in a fast-paced environment.
· Proactive in identifying issues and developing effective solutions
· Natural curiosity around business results and insights while consistently identifying ways to improve
DISCLAIMER STATEMENT
This job description is intended only to describe the general nature and level of work being performed by an incumbent in this position. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills or abilities required of persons so classified or assigned.
Communication Skills
Using the English language, this person must have the ability to read, write, and comprehend policies, legal guidelines, correspondence, and memos. Must also possess the ability to effectively communicate--both in writing and orally--with a professional demeanor.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is frequently required to sit, talk and hear. The employee will also be required to write and type. The employee is occasionally required to stand, walk, and reach with hands and arms.
COMPENSATION STATEMENT
Lindblad Expeditions determines the pay for positions using local, national, and industry-specific survey data. We evaluate external equity and the cost of labor/prevailing wage index in the relative marketplace for jobs directly comparable to jobs within our company. Our posted salary range is based on national data and may be refined for a candidate's region/town/cost of living.
For new hires, we strive to make competitive offers allowing the new employee room for future growth. Salaries will be based on the applicant’s location, level of experience, education, and specialized knowledge and skills. An employee/candidate with a stronger skill set will receive higher pay.
EQUAL OPPORTUNITY EMPLOYER STATEMENT
At Lindblad Expeditions, we simply could not do our work without the diverse kaleidoscope of humanity that creates and delivers our remarkable offerings across the planet. As a Company that respects and celebrates the inherent diversity in the places we explore, we recognize the need to mirror that same diversity and all the interconnected perspectives within our organization. We are committed to building a community of different genders, races, ages, sexual orientations, chosen identities, and countries of origin where every person brings their whole self to work and whose skills, talents, and abilities are valued. We believe we can explore further and in a more meaningful way by actively creating a more diverse and inclusive organization where everyone feels they belong.
Lindblad Expeditions is an equal opportunity employer. Individuals seeking employment at Lindblad Expeditions are considered without regard to race, sex, color, religion, national origin, age, disability, genetics, marital status, pregnancy, unemployment status, sexual orientation, citizenship status, or veteran status.