Job Title: FP&A Analyst

Department: Finance and Accounting

Reports To: Director of FP&A

FLSA Status: Non-Exempt

Location: Murrieta, CA

Prepared By: Human Resources

SUMMARY

An FP&A Analyst plays a crucial role in providing valuable insights and analysis to support strategic decision-making for the North American Headquarters of KTM. The FP&A Analyst will be accountable for his or her own functional area, as well as support the development of broad objectives around budgeting, forecasting, planning, and reporting. In this role, the incumbent will work directly with the Controller, Finance and Accounting Departments.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Financial Planning and Analysis (FP&A): Contribute to and maintain comprehensive financial models for budgeting and forecasting purposes and conduct variance analysis and provide insights into key performance indicators.
• Budgeting and Forecasting: Contribute to the bi-annual budgeting and forecasting process, collaborating with department heads to ensure accurate financial projections.
• Financial Reporting: Prepare analyze and present monthly, quarterly, and annual financial reports for senior management highlighting key insights and areas for improvement.
• Business Partnering: Collaborate with cross-functional teams to provide financial support and evaluate the financial impact of business initiatives and assist in decision-making.
• Cost and Revenue Analysis: Conduct detailed cost and revenue analysis to identify opportunities for cost reduction, operational efficiency improvements, and revenue optimization.
• Compliance and Risk Management: Ensure compliance with financial reporting standards and regulations. Assists and leads in the management of all audits, tax, and other financial related consulting service activities.
• Continuous Improvement: Identify and implement opportunities for improving financial processes and reporting efficiency through the enhancement of financial procedures and best practices.
• Ad-Hoc Analysis: Perform and present ad-hoc financial analysis in response to inquiries from senior management.
• Communication and Collaboration: Effectively communicate complex financial concepts to both financial and non-financial stakeholders. Collaborate with various departments to ensure alignment of financial goals with overall business objectives.

EXPERIENCE REQUIREMENTS: Generally, requires a minimum of three to five (1-3) years of progressively responsible experience in Finance, Reporting, Accounting and/or related field.

• Required proficiency in Microsoft Office Suite with advanced Excel skills.
• ERP systems knowledge in SAP is a plus.
• Experience with task management and project coordination.
• Advanced knowledge of accounting practices, procedures, and requirements (IFRS and GAAP)

EDUCATION REQUIREMENTS: Bachelor’s Degree in Business, Finance, Accounting, Mathematics, or a related field (Master's/MBA preferred).

OTHER SKILLS AND ABILITIES:

• High level of accuracy and attention to detail. Proven analytical skills and the ability to synthesize conclusions clearly.
• Prioritize workloads, meet deadlines, and understand when to escalate potential issues. Ability to manage multiple tasks according to required deadlines with the flexibility to switch gears with little notice.
• Ability to be optimistic, positive, and supportive in all interactions with others.
• Exercise discretion and tact in all interpersonal contacts, and to always maintain confidentiality.
• Fact based approach and willing to understand the detail of the business and its transactions.

SUPERVISORY RESPONSIBILITIES: None.

CONTACTS:

Internal: All departments at all levels across North America and Global Headquarters

External: Financial and Tax Auditors and Consultant, External Vendors

JUDGEMENT/REASONING ABILITY: Ability to recognize discrepancies and resolve problems quickly using sound judgment, poise, and diplomacy. Requires ability to use judgment and reasoning skills and determine when issues need to be escalated.

PHYSICAL DEMANDS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to sit; use hands and fingers, bend, stoop and reach with hands and arms.

WORK ENVIRONMENT: The noise in the work environment is usually moderate. Other factors are:

• Ability to travel if needed. Travel is minimal (<5 % annually) in this position.
• Fast paced with multi-level distractions.
• Professional, yet casual office work environment.
• Ability to work extended hours as required.

Required Pre-Hire Screenings:

• Criminal - Felony and Misdemeanor 7 Years
• National Criminal Data Base 7 Years
• Social Security Verification
• National Sex Offender
• NDOT or DOT Drug Screen per job requirement