Senior Analyst, Financial Planning & Analysis
Ryan · Plano, TX · 1 mo ago
FinanceFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate like EEO etc. Also remove navigation etc.
We need to parse the given posting.
First part: "Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement Benefits Eligibility Effective Day One 401K with Employer Match Tuition Reimbursement After One Year of Service Fertility Assistance Program Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service"
That's benefits. Also maybe hybrid work options is about work arrangement (maybe schedule?). Could be schedule? It says Hybrid Work Options. Could be schedule? It's not pay. Could be schedule? Might be considered "Work Arrangement" but not in list. We have only allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Hybrid Work Options could go under Schedule? Or maybe under Benefits? It's a work arrangement, not benefit. Could be under Schedule? It's not exactly schedule. Could be omitted if not fitting? But we need to preserve all substantive info. Could include under Benefits as "Hybrid Work Options". Or maybe under "About the role"? Probably better to put under Benefits as it's a perk. Or we could create a Schedule section for Hybrid Work Options? The instruction: "Prefer a few substantive sections over many thin ones." So we can include Benefits section covering all benefits including hybrid work options.
Next: "The Senior Analyst, Financial Planning & Analysis helps analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Senior Analyst supports the Manager of FP&A and assists in providing financial consulting and strategic support, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Manager of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making."
That's about the role. Could be "About the role". Then "Duties and responsibilities, as they align with Ryan Key Results People Create a positive team member experience. Provide accurate and timely financial recommendations to management for decision-making purposes Client Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed. Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials Values Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances. Compiles monthly and/or quarterly financial reports. Assist in annual budgeting and quarterly forecasting processes Uses performance management tool to provide analysis and adhoc reporting to business partners Provide accurate and timely financial recommendations to management for decision-making purposes Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools. Performs ad-hoc reporting and analysis. Use business intelligence tools and dashboard reports to develop insights and analysis Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions. Develops financial models and analyses to support strategic initiatives."
That's responsibilities. Could be a list.
Then "Education And Experience Bachelor’s degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university. 2–3 years of related experience in P&L analysis with an understanding of accounting basics required. Proven strong analytical skills. Must be articulate with excellent verbal and written communication skills. Must be self-motivated and have the capacity to work with limited supervision. Must be able to think creatively, be highly driven, organized, and have the highest standards of accuracy and precision. Experience in an international professional services environment preferred."
That's qualifications/requirements. Could be "Requirements" or "Qualifications". We need both sections maybe. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have both Requirements and Qualifications. But we need to avoid thin sections. We could combine? But they are separate headings allowed. We need to decide what content goes where. Typically Requirements: education and experience. Qualifications: maybe skills, certificates, etc. Skills: computer skills, certificates. Let's parse.
"Computer Skills To perform this job successfully, an individual must have advanced skills, in Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research. Experience using accounting software is required. Workday experience a plus."
"Certificates And Licenses Valid driver's license required. Certified Public Accountant (CPA) or Charted Financial Analyst candidate preferred."
"Supervisory Responsibilities This role does not have direct reports."
"Work Environment Standard indoor working environment. Occasional long periods of sitting or standing while working. Position requires regular interaction with employees and clients both in person and via e-mail and telephone. Independent travel requirement: none."
We need to decide what to include. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove "Equal Opportunity Employer/Females/Minorities/Veterans/Disability". Also maybe "Supervisory Responsibilities" and "Work Environment" could be considered part of responsibilities or qualifications? They are not exactly duties but could be included under Responsibilities? Might be considered part of role description. But we can include them under Responsibilities as bullet points? However they are not duties but work environment. Could be omitted? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep that info. Where to put? Could be under "About the role" as additional description. Or we could create a "Work Environment" section but not allowed headings. So we must fit into allowed headings. Perhaps we can put under "Responsibilities" as bullet points like "Work environment: ..." but that seems odd. Better to put under "About the role" as a paragraph describing the role context.
Similarly "Supervisory Responsibilities This role does not have direct reports." could be under Responsibilities as a bullet.
Now "Skills" heading: we have computer skills, maybe also analytical skills etc. Could list.
"Requirements" heading: education and experience.
"Qualifications" heading: certificates, licenses, maybe also preferred qualifications like CPA, CFA, international experience.
"Benefits" heading: all the benefits listed at top.
"Pay" and "Schedule": we have no explicit pay or schedule info besides hybrid work options (maybe schedule). There's no pay mentioned. So we should NOT create Pay or Schedule sections unless posting actually states them. Since no pay info, omit Pay. For Schedule, we have hybrid work options (maybe schedule). Could we treat hybrid work options as schedule? It's about work arrangement, not schedule. But we could include under Benefits as "Hybrid Work Options". Since we already have Benefits section, we can include that there.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits.
Now we need to format:
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate like EEO etc. Also remove navigation etc.
We need to parse the given posting.
First part: "Why Ryan? Hybrid Work Options Award-Winning Culture Generous Personal Time Off (PTO) Benefits 14-Weeks of 100% Paid Leave for New Parents (Adoption Included) Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement Benefits Eligibility Effective Day One 401K with Employer Match Tuition Reimbursement After One Year of Service Fertility Assistance Program Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service"
That's benefits. Also maybe hybrid work options is about work arrangement (maybe schedule?). Could be schedule? It says Hybrid Work Options. Could be schedule? It's not pay. Could be schedule? Might be considered "Work Arrangement" but not in list. We have only allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Hybrid Work Options could go under Schedule? Or maybe under Benefits? It's a work arrangement, not benefit. Could be under Schedule? It's not exactly schedule. Could be omitted if not fitting? But we need to preserve all substantive info. Could include under Benefits as "Hybrid Work Options". Or maybe under "About the role"? Probably better to put under Benefits as it's a perk. Or we could create a Schedule section for Hybrid Work Options? The instruction: "Prefer a few substantive sections over many thin ones." So we can include Benefits section covering all benefits including hybrid work options.
Next: "The Senior Analyst, Financial Planning & Analysis helps analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Senior Analyst supports the Manager of FP&A and assists in providing financial consulting and strategic support, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Manager of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making."
That's about the role. Could be "About the role". Then "Duties and responsibilities, as they align with Ryan Key Results People Create a positive team member experience. Provide accurate and timely financial recommendations to management for decision-making purposes Client Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed. Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials Values Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances. Compiles monthly and/or quarterly financial reports. Assist in annual budgeting and quarterly forecasting processes Uses performance management tool to provide analysis and adhoc reporting to business partners Provide accurate and timely financial recommendations to management for decision-making purposes Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools. Performs ad-hoc reporting and analysis. Use business intelligence tools and dashboard reports to develop insights and analysis Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions. Develops financial models and analyses to support strategic initiatives."
That's responsibilities. Could be a list.
Then "Education And Experience Bachelor’s degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university. 2–3 years of related experience in P&L analysis with an understanding of accounting basics required. Proven strong analytical skills. Must be articulate with excellent verbal and written communication skills. Must be self-motivated and have the capacity to work with limited supervision. Must be able to think creatively, be highly driven, organized, and have the highest standards of accuracy and precision. Experience in an international professional services environment preferred."
That's qualifications/requirements. Could be "Requirements" or "Qualifications". We need both sections maybe. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have both Requirements and Qualifications. But we need to avoid thin sections. We could combine? But they are separate headings allowed. We need to decide what content goes where. Typically Requirements: education and experience. Qualifications: maybe skills, certificates, etc. Skills: computer skills, certificates. Let's parse.
"Computer Skills To perform this job successfully, an individual must have advanced skills, in Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research. Experience using accounting software is required. Workday experience a plus."
"Certificates And Licenses Valid driver's license required. Certified Public Accountant (CPA) or Charted Financial Analyst candidate preferred."
"Supervisory Responsibilities This role does not have direct reports."
"Work Environment Standard indoor working environment. Occasional long periods of sitting or standing while working. Position requires regular interaction with employees and clients both in person and via e-mail and telephone. Independent travel requirement: none."
We need to decide what to include. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove "Equal Opportunity Employer/Females/Minorities/Veterans/Disability". Also maybe "Supervisory Responsibilities" and "Work Environment" could be considered part of responsibilities or qualifications? They are not exactly duties but could be included under Responsibilities? Might be considered part of role description. But we can include them under Responsibilities as bullet points? However they are not duties but work environment. Could be omitted? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep that info. Where to put? Could be under "About the role" as additional description. Or we could create a "Work Environment" section but not allowed headings. So we must fit into allowed headings. Perhaps we can put under "Responsibilities" as bullet points like "Work environment: ..." but that seems odd. Better to put under "About the role" as a paragraph describing the role context.
Similarly "Supervisory Responsibilities This role does not have direct reports." could be under Responsibilities as a bullet.
Now "Skills" heading: we have computer skills, maybe also analytical skills etc. Could list.
"Requirements" heading: education and experience.
"Qualifications" heading: certificates, licenses, maybe also preferred qualifications like CPA, CFA, international experience.
"Benefits" heading: all the benefits listed at top.
"Pay" and "Schedule": we have no explicit pay or schedule info besides hybrid work options (maybe schedule). There's no pay mentioned. So we should NOT create Pay or Schedule sections unless posting actually states them. Since no pay info, omit Pay. For Schedule, we have hybrid work options (maybe schedule). Could we treat hybrid work options as schedule? It's about work arrangement, not schedule. But we could include under Benefits as "Hybrid Work Options". Since we already have Benefits section, we can include that there.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits.
Now we need to format: About the role
then
...
for prose. For lists use- . We need to preserve all substantive info, not invent. Let's extract content precisely. About the role: The first paragraph: "The Senior Analyst, Financial Planning & Analysis helps analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Senior Analyst supports the Manager of FP&A and assists in providing financial consulting and strategic support, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Manager of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making." We could also include the supervisory responsibility and work environment? Might be better to include under About the role as additional sentences: "This role does not have direct reports. Work environment is standard indoor with occasional long periods of sitting or standing; regular interaction with employees and clients in person and via email/telephone; no independent travel required." That preserves info. Now Responsibilities: list of duties from "Duties and responsibilities, as they align with Ryan Key Results" etc. We need to capture each bullet. Let's parse the responsibilities block: "Duties and responsibilities, as they align with Ryan Key Results People Create a positive team member experience. Provide accurate and timely financial recommendations to management for decision-making purposes Client Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed. Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials Values Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances. Compiles monthly and/or quarterly financial reports. Assist in annual budgeting and quarterly forecasting processes Uses performance management tool to provide analysis and adhoc reporting to business partners Provide accurate and timely financial recommendations to management for decision-making purposes Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools. Performs ad-hoc reporting and analysis. Use business intelligence tools and dashboard reports to develop insights and analysis Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions. Develops financial models and analyses to support strategic initiatives." We see some duplication: "Provide accurate and timely financial recommendations to management for decision-making purposes" appears twice. We should not duplicate lines. Remove duplicated lines. Also "People Create a positive team member experience." maybe a heading? It seems like a value: "People Create a positive team member experience." Could be a bullet: "Create a positive team member experience." "Client Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed." => "Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed." "Values Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances." => "Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances." We'll produce a list of unique responsibilities. Let's list them: - Create a positive team member experience. - Provide accurate and timely financial recommendations to management for decision-making purposes. - Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed. - Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials. - Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances. - Compiles monthly and/or quarterly financial reports. - Assist in annual budgeting and quarterly forecasting processes. - Uses performance management tool to provide analysis and ad-hoc reporting to business partners. - Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company. - Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools. - Performs ad-hoc reporting and analysis. - Use business intelligence tools and dashboard reports to develop insights and analysis. - Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions. - Develops financial models and analyses to support strategic initiatives. Check for duplicates: "Provide accurate and timely financial recommendations..." appears once now. "Performs ad-hoc reporting and analysis." and "