- As a Planning Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm
- You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting
- You will also be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies
- You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement
- You will also help develop recommendations affecting business procedures and operations and maintain financial and reporting systems
- In addition, you will assist the department and other team members with special projects or components of other projects as needed
Job Responsibilities
- Manage annual and ongoing financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, and conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
- Report on efficiency, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics
- Create financial business cases to support business initiatives
- Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area
- Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management
- Perform variance analysis to understand the key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets
- Help design new reports and dashboards to efficiently deliver financial results to senior management
- Enhance controls and streamline processes, introducing automation where possible
Required qualifications, capabilities, and skills
- Bachelor's degree in Accounting, Finance or a subject of a technical nature
- Minimum 4 years of work experience. Advanced skills in Excel and PowerPoint
- Proficiency with data mining/gathering and manipulation of data sets. Inquisitive, enthusiastic and diligent, and capable of challenging peers
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record for executing on special projects / assignments with often little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FPA Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred qualifications, capabilities, and skills
- Experience preferably in Financial Services, and/or accounting/controller background
