Specialist, Financial Planning & Analysis

Responsibilities

• Support the annual budget, monthly forecast, and long-range planning processes.
• Prepare monthly variance analysis comparing actual results to budget, forecast, and prior year, and communicate key drivers, risks, and opportunities to management.
• Partner with department leaders to develop budgets and forecasts that reflect business trends, operational initiatives, and strategic priorities.
• Analyze spending trends, identify risks and opportunities, and provide actionable recommendations to management.
• Maintain and enhance financial models to support decision-making, forecasting, and strategic planning.
• Perform cost-benefit analyses, scenario modeling, and ad hoc financial analyses as needed.
• Support the administration, reporting, and ongoing enhancement of Workday Adaptive Planning.
• Affirm monthly close activities and coordinate with accounting on accruals, reclassifications, and financial reporting.
• Prepare financial reports, presentations, and support analyses for management and leadership meetings.
• Assist with special projects and perform other duties as assigned.

Requirements

• Education & Experience:
  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field preferred or relevant equivalent experience in lieu of degree.
  • Three (3) or more years in FP&A, Finance, Accounting, or related analytical roles.
  • Experience supporting budgeting, forecasting, financial reporting, and variance analysis.
  • Experience working with financial planning systems such as Workday Adaptive Planning preferred.
  • Experience with NetSuite or similar ERP systems preferred.
  • Experience in for-profit organizations or associations is preferred.
• Certifications - NA
• Knowledge, Skills & Abilities:
  • Excellent analytical aptitude with a proven ability to analyze/interpret data, including financial statements.
  • Strong ability to multi-task and adhere to tight deadlines.
  • Proven expertise in utilizing Workday Adaptive Planning for budgeting, forecasting and financial modeling.
  • Excellent decision-making, problem-solving, interpersonal, verbal, presentation, and written communication skills.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• Physical Requirements
• Prolonged periods of sitting at a desk and working on a computer.
• Frequent use of hands and fingers for typing, handling documents, and using office equipment.
• Occasional standing, walking, bending, and reaching.
• Ability to lift and carry up to 30 pounds as needed.
• Work Environment
• Hybrid Schedule (3 Days In-Office/2 Days Remote)
• Core Hours: Between 8:00–9:00 a.m. and concluding between 5:00–6:00 p.m. local time.
• Travel: Occasional 0 – 10%
• Pay & Benefits
• Hiring Range: $70,000 to $85,000 per year.
• Total Rewards Package: Professional growth and development, health, dental, vision, well-being, health savings, flexible spending, retirement, open leave, and annual discretionary bonus and incentives.
• Equal Opportunity Employer
• Minority/Female/Disabled/Veteran.