Senior Financial Planning Analyst

Responsibilities

• Analyze the profitability of operations through advanced financial and statistical modeling and reporting.
• Develop appropriate recommendations, leading to positive operational effectiveness.
• Establish and implement the Annual Operating Plans for the various areas of responsibility, while working closely with executive leadership team and their direct reports.
• Identify opportunities for operational and financial improvement and present findings and recommendations to Executive Leadership Team and assist in implementation processes.
• Develop key metrics and prepare financial/statistical reports (financial, customer service, operational efficiency, market share, macro/micro economic analysis, etc.) for executives and other leaders.
• Perform financial analysis using statistical modeling to identify cause-and-effect relationships between variables; interpret analyses and provide action-based recommendations to executive leadership team.
• Transform large amounts of data into a clear compelling story, through querying data, building financial models, interpreting data and other similar tools, and communicate action-based recommendations to executive leadership team.
• Lead the team during deep dive projects, HIKES, and ad-hoc analysis.
• Serve as support resource to other FP&BA analysts while assisting with ad hoc analysis, as directed by supervisor.
• Work with key LOB owners in the creation of the Annual Operating Plan and monthly/quarterly forecasts in conjunction with market conditions and consolidated goals.
• Proactively seek opportunities to broaden and deepen knowledge base and proficiencies and share acquired skills with team members through formal and informal channels.
• Proactively work to assist others in achieving the organization's objectives.

Qualifications

• 4+ years' experience in finance and/or analytics is required.
• Must possess the ability to create advanced interactive and variable financial models.
• Must possess strong critical thinking skills.
• Must be able to query raw data using Microsoft Query, VBA, Business Objects, and Sequel.
• Must possess an advanced understanding of financial measurement tools including NPV, IRR, WACC, ROA, and ROI.
• Must possess strong interpersonal and presentation skills, including the ability to properly communicate with executive leadership.
• Must be able to multi-task and prioritize workload.
• Must possess a strong knowledge of accounting, including the balance sheet, income statement, and cash flow statement and be familiar with the relationship between the three.
• Bachelor's or equivalent combination of education and/or experience required.
• MBA/CPA required.

Benefits

• 401k
• Medical
• Dental
• Vision
• Disability
• Supplemental and Life Insurance
• Pet insurance
• Employee Stock Purchase plan
• Paid training
• Wellness programs
• Flexible Spending Account
• Tuition Assistance Programs (subject to change)
• Military Leave
• Discounts with vendors
• Volunteer opportunities to support local communities (partnerships with Children's Miracle Network and Habitat for Humanity)
• Training, Development & Growth Opportunities
• Diversity, Equity and Inclusion

Pay

$80,000.00 - $115,000.00 Annual