21 Financial Planner and Analyst Jobs in Fort Lauderdale, FL
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Financial Planner and Analyst
$76k-93k (estimate)
Full Time | Investment Management
3 Weeks Ago
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CAPIS is Hiring a Financial Planner and Analyst Near Fort Lauderdale, FL
DescriptionCompany Overview:Outdoor Network is a premier provider of marine and powersport equipment, catering to enthusiasts and professionals alike. With nine retail stores, a state-of-the-art parts distribution center, and a passion for adventure, we strive to offer the best products and services to enhance our customers’ experiences on the water and in the great outdoors. As a key player in our industry, we understand the importance of strategic financial planning and analysis in driving our business growth and success.
Position OverviewWe are seeking a talented and detail-oriented Financial Planning and Analyst (FP&A) to join our finance team. The ideal candidate will have a strong background in financial analysis, budgeting, forecasting, and reporting. The FP&A Analyst will play a critical role in supporting decision-making processes by providing actionable insights and recommendations based on thorough financial analysis.
Key Responsibilities
Position OverviewWe are seeking a talented and detail-oriented Financial Planning and Analyst (FP&A) to join our finance team. The ideal candidate will have a strong background in financial analysis, budgeting, forecasting, and reporting. The FP&A Analyst will play a critical role in supporting decision-making processes by providing actionable insights and recommendations based on thorough financial analysis.
Key Responsibilities
- Financial Analysis: Conduct in-depth financial analysis to support strategic decision-making, including but not limited to revenue analysis, expense analysis, profitability analysis, and variance analysis.
- Budgeting and Forecasting: Assist in the development of annual budgets and periodic forecasts by collaborating with department heads and senior management. Monitor budget performance and provide timely updates to ensure alignment with organizational goals.
- Financial Modeling: Develop and maintain complex financial models to support scenario analysis, and business planning. Evaluate the financial impact of various strategic initiatives and provide recommendations to optimize outcomes.
- Management Reporting: Prepare and present comprehensive financial reports to senior management, highlighting key performance indicators, trends, and areas of concern. Provide insightful commentary and analysis to aid in decision-making.
- KPI Tracking: Monitor and analyze key performance indicators (KPIs) to assess business performance and identify areas for improvement. Collaborate with business units to develop action plans to address performance gaps and drive operational efficiency.
- Ad-Hoc Analysis: Support ad-hoc financial analysis requests from senior management and other stakeholders. Conduct special projects and analyses as needed to address specific business challenges or opportunities.
- Financial Planning Process Improvement: Identify opportunities to streamline and improve financial planning processes and tools. Implement best practices to enhance efficiency, accuracy, and effectiveness in financial planning and analysis activities.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or professional certifications (e.g., CFA, CPA, CMA) preferred.
- 5 years of experience in financial planning and analysis, corporate finance, or related roles.
- Strong proficiency in financial modeling, budgeting, forecasting, and variance analysis.
- Advanced Excel skills and experience with financial planning software.
- Excellent analytical skills with the ability to synthesize complex financial data into actionable insights and recommendations.
- Strong attention to detail and accuracy, with the ability to meet tight deadlines in a fast-paced environment.
- Excellent communication and presentation skills, with the ability to effectively communicate financial information to non-financial stakeholders.
- Ability to work independently and collaboratively in a cross-functional team environment.
- Medical, dental, vision, disability, and life insurances
- 401K with company matching
- Wellness program with access to medical triage and counseling services
- Company paid holidays
- PTO, accrued bi-weekly
Job Summary
JOB TYPE
Full Time
INDUSTRY
Investment Management
SALARY
$76k-93k (estimate)
POST DATE
05/25/2024
EXPIRATION DATE
06/06/2024
WEBSITE
capis.com
HEADQUARTERS
DALLAS, TX
SIZE
50 - 100
FOUNDED
1977
TYPE
Private
CEO
KRISTI WETHERINGTON
REVENUE
$50M - $200M
INDUSTRY
Investment Management
Related Companies
About CAPIS
Capital Institutional Services provides global equity trading and commission management solutions.
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