Senior Business & Planning Analyst

About the role

The Senior Business & Planning Analyst provides financial tracking, reporting, and analysis support for the Director of Business & Planning. This position works closely with Finance, ITS, and various departments within APA Publishing to create and submit the APA Publishing budget, present financial data to key stakeholders, and support strategic decision-making.

Responsibilities

• Assist in preparing a monthly financial package for APA Publishing management reporting year-to-date revenue vs. prior year and budget, documenting key take-aways.
• Prepare department-specific monthly financial reports for various heads of departments; review, research, and adjust inaccuracies as necessary.
• Gather data from various systems and generate KPI-based reports to enable senior management to make strategic decisions.
• Calculate, manage, and distribute books and journals royalties based on contractual agreements to authors and Journal Partners.
• Assist in semiannual forecasting of revenue and expenses for APA Publishing; verify data accuracy in Planful, a budgeting tool.
• Assist with compiling the yearly budget for APA Publishing.
• Manage new technology projects using the Agile framework in support of APA Publishing.
• Create business cases for new initiatives and obtain stakeholder approvals.
• Prepare monthly financial reports for APA Books stakeholders based on financials, inventory, eBook sales, and trend analysis.
• Manage all contract-related processes, including overseeing approvals and uploading to the legal database.
• Provide ad hoc reporting, including sales reports by product, region, or country.
• Collaborate across Business and Planning departments to collect, manipulate, and present data for strategic decisions.
• Utilize relevant technologies to optimize, streamline, and templatize Financial Management processes.
• Perform ad hoc financial report preparation and special project duties as assigned.
• Provide back-up support for other Business & Planning staff as needed.

Requirements

• Bachelor’s degree preferred in business administration, accounting, finance, or related field.
• Minimum of 5 years of experience in data gathering/analysis, budgeting/finance, and/or business analysis.
• Strong organizational and communication skills, with the ability to articulate financial results and variances to senior management.

Skills

• Advanced Excel spreadsheet capabilities.
• Intermediate GL software skills (e.g., Oracle, Microsoft Dynamics, or Navigator preferred).
• Intermediate PowerPoint skills.
• 1-2 years of experience writing/modifying queries and generating reports in Salesforce.
• 1-2 years of experience in JIRA or other project management software.

Benefits

• Remote Work/Flexible Scheduling.
• 401(k) with employer match of up to 4%.
• Medical, dental, and vision insurance options, including an outpatient mental health benefit.
• Paid personal/vacation time plus 12 paid holidays.
• Family/Medical Leave.
• Tuition assistance.
• Employee Assistance Program (EAP).
• Short- and long-term disability insurance.

Schedule

37.5-hour work week with one-hour lunch breaks each day.

About APA

The American Psychological Association (APA) represents 146,000 psychologists, students, and affiliates, primarily in the U.S. and Canada. APA is a scientific and professional organization with about 500 employees and is categorized as a 501(c)(3) nonprofit.

APA sets salaries based on years of relevant experience, level of education, and previous staff and/or governance experience.

Job Location: Remote (eligibility subject to APA’s Flexible Work Policy; remote work employees may not work from Alaska, California, Colorado, Guam, Hawaii, Iowa, Louisiana, Montana, Nebraska, New York, North Dakota, Ohio, Puerto Rico, Rhode Island, U.S. Virgin Islands, Washington, or Wyoming).