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Finance - Senior Financial Strategist (Cedar Rapids, IA)
Position Summary

About GreatAmerica:

GreatAmerica is a national commercial equipment finance company dedicated to helping manufacturers, vendors and dealers be more successful and keep their customers for a lifetime. While GreatAmerica has grown to more than 600 team members, our entrepreneurial spirit remains and endless opportunities lie ahead. We have experienced unparalleled year over year growth since our founding in 1992.

GreatAmerica is structured in cross functional teams that allow individuals to make informed decisions that benefit the company and our customers. There is no doubt in our minds we are building the greatest company of its kind, offering the finest products and services available anywhere. When you are part of the GreatAmerica team, you are part of the future, part of an opportunity to grow professionally and to reach your potential while enjoying your work.


Position Summary

The Senior Financial Strategist primarily serves as a key resource for Senior Leadership and the Finance Team on corporate and select business unit initiatives, with specific emphasis on evaluating the financial implications of strategic opportunities, evaluating the company and its business units’ operating strategies, and providing planning, analysis, and support to meet the company’s overall performance targets.


Essential Functions

  • Leads evaluation of GreatAmerica’s key strategic opportunities, as specified (ex. capital structure allocations, new investment opportunities, strategic partnerships, etc.).
  • Lead execution of select key strategic opportunities and initiatives
  • Leads development of corporate and operating business unit 5-year financial plan and 12-month budget partnering with Strategy team to ensure coordination with GreatAmerica and Business Unit strategic plans.
  • Develops and maintains complex operating and financial models (income statement, balance sheet and cash flow analysis) designed to efficiently and accurately forecast company financial performance and evaluate strategic opportunities.
  • Develops decision-supporting financial models and analytical tools for internal and external audiences.
  • Key resource in the analysis and summary of consolidated company performance for the senior leadership team.
  • Continuously improves accuracy and precision of analysis and forecasting of GreatAmerica’s performance related to key performance indicators and measures used to identify areas of opportunity, areas with positive and negative trends, and areas of targeted improvement.
  • Works with the leadership team to develop and implement strategies to generate revenue, reduce costs, and improve profitability.
  • Provides analysis and finance expertise to certain functions and business support teams, as required (ex. Human Resources).
  • Provides financial advice, counsel and leadership on select company and business unit operating initiatives, as assigned.
  • Provides support in other key areas of the operating business units which have significant financial implications such as pricing, compensation plans, staffing levels, and structuring of unique business ventures and arrangements.
  • Leads special studies and performs ad hoc analysis to evaluate complex financial issues and prepares recommendations for policy, procedure, control, or action based on results of analysis.
  • Performs research on and provides recommendations related to financial policies, governmental legislation, accounting, or customer financial regulations which directly impact projects being analyzed.
  • Evaluate company performance relative to industry benchmarks.
  • Acts as liaison between Finance and Accounting Teams, working to ensure that finance initiatives are well aligned with accounting initiatives and processes
  • Lives the GreatAmerica principles; involved in cross functional team efforts as assigned and required.
  • Proactively promote and participate in process improvement initiatives.
  • Performs other duties as required.
Position Qualifications

Position Qualifications




For all GreatAmerica team members:  Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability


For this position: Financial Aptitude, Analytical Skills, Business Acumen, Accuracy, Self-Motivated, Problem-Solving, Judgment


Education: Bachelor’s degree in Accounting, Finance or related field.  CPA/MBA is a plus.


Experience: 5-7 years of finance and accounting experience in providing business advice and analyzing business performance

Skills and Abilities


Computer Skills: Excel, PowerPoint, Word


Other Requirements: Must have exceptional analytical and problem solving skills.  Must be proficient in Microsoft Excel and possess outstanding computer skills.  Must have excellent interpersonal and communication skills.  Role will likely include periodic large project oriented demands with tight deadlines requiring more than standard work hours and the need to respond quickly. Must be an organized, creative team-player with initiative who responds well to challenges.  Must demonstrate sound business judgment.