Senior Analyst, Financial Planning & Analysis

JOB SUMMARY

The Senior Finance Analyst is responsible for generating value-added financial analytics, both on an ad hoc and ongoing basis. Key responsibilities include budget creation, process enhancement recommendations, variance analysis reporting, monthly performance analysis, and insightful interpretation of financial and operational trends. The ideal candidate will exhibit outstanding analytical abilities, critical thinking, a steadfast and intellectual curiosity, as well as exceptional interpersonal skills.

KEY RESPONSIBILITIES

• Ensures effective, accurate, and timely financial analysis and reporting to support financial strategies and operational objectives. Analyze current and past trends of financial performance
• Leads the development and improvement of current and ad-hoc financial reporting and variance analysis while working closely with leaders to provide insight to manage their operations and the business
• Partners and leads meetings with senior leadership and executive team to provide informed, proactive financial performance analysis, KPI’s, and drivers within the business to enable effective decision-making and efficient resource utilization
• Deliver highly detailed analysis to senior leadership utilizing excellent written and verbal communication skills
• Drive the consolidation and reporting of financial results and metrics to be included in the monthly board reporting package
• Identifies and forecasts business risk and opportunities to provide insight for senior leadership and executive team
• Leads annual budget, quarterly forecast, and long-term planning processes
• Assist in the implementation of software tools utilized by both the FP&A department and the company
• Collaborate with peers to complete special projects while effectively managing multiple priorities
• Develops financial models related to potential growth scenarios with various business factors
• Serves as a thought leader and partner cross-functionally to drive operational efficiencies and strategic initiatives

ROLE QUALIFICATIONS

EDUCATION & EXPERIENCE

REQUIRED

• Bachelor’s degree in Finance or Accounting
• At least three (3) years of progressive experience in FP&A, corporate finance, or analytics
• Master of financial modeling in Excel
• Deep understanding of financial statements: Balance Sheet, Cash Flow (direct and indirect), and P&L and how they are linked
• Strong verbal and written communication skills
• Attention to detail while also able to multi-task with expeditious execution
• Effective project management skills; highly organized, independent, and self-motivated
• Ability to consistently demonstrate integrity and ethics
• Proficient knowledge of Microsoft Office, particularly Excel (pivot tables, macros, xlookups, etc) and Adaptive

PREFERRED

• Prior experience with NetSuite
• Standard knowledge of Accounting journal entries and impacts to financial reporting

KEY COMPETENCIES

• Results-Oriented: ability to plan, schedule and organize professional schedule to achieve strategic goals within or ahead of established time frames
• Adaptability to Change: ability to be flexible and supportive, react swiftly to and able to positively and proactively assimilate change in rapid growth environment
• Interpersonal Communication: ability to choose a communication behavior that is both appropriate and effective for a given situation; the ability to understand and manage your own emotions, as well as recognize and influence the emotion of others
• Team Orientation and Collaboration: ability to successfully build and maintain collaborative relationships to work effectively together as a team through shared responsibility, respect, and empathy to complete a shared goal for a common good
• Accountability: ability to act with a clear sense of ownership; takes personal responsibility for decisions, actions, deliverables, and failures; establishes clear responsibilities and processes for monitoring work and measuring results; embraces experimentation, creativity, and positive change
• Cultural Competence: ability to understand and respect values, attitudes, beliefs, and morals of the member that differ across cultures, and to consider and respond appropriately to these differences in planning, implementing, and evaluating health programs and interventions