What are the responsibilities and job description for the Business & Financial Planning Analyst position at ektello?
Senior Business & Financial Planning Analyst
Location: Onsite (Full-Time)
Duration: 12 month contract to (hire multi-extension capability)
Experience Level: 8–10 Years
Rate: 50.00 /hr. W2
Role Summary
We are seeking a high-caliber Senior Business Operations Specialist to act as a critical bridge between our Sales, Supply Chain, and Finance teams. In this role, you will lead non-IT project analysis and maintain essential vendor relationships while operating at a strategic, pre-management level. You will be responsible for the integrity of project management processes—including setting goals, tracking metrics, and overseeing budgets—while providing data-driven recommendations to directors and project managers.
Key Responsibilities
Financial Planning & Revenue Management
Minimum Requirements
Location: Onsite (Full-Time)
Duration: 12 month contract to (hire multi-extension capability)
Experience Level: 8–10 Years
Rate: 50.00 /hr. W2
Role Summary
We are seeking a high-caliber Senior Business Operations Specialist to act as a critical bridge between our Sales, Supply Chain, and Finance teams. In this role, you will lead non-IT project analysis and maintain essential vendor relationships while operating at a strategic, pre-management level. You will be responsible for the integrity of project management processes—including setting goals, tracking metrics, and overseeing budgets—while providing data-driven recommendations to directors and project managers.
Key Responsibilities
Financial Planning & Revenue Management
- Forecast Leadership: Lead short- and medium-term revenue forecasting, collaborating with Sales and SCM to align assumptions, identify risks, and provide actionable recommendations to senior leadership.
- Spend Optimization: Partner with stakeholders to plan and monitor promotional spend, ensuring investments align with business objectives and operational KPIs.
- Performance Tracking: Monitor weekly revenue performance and coordinate cross-functional mitigation plans to address any gaps in the forecast.
- ROI Analysis: Conduct comprehensive pre- and post-event analysis for promotions, including accrual accuracy and ROI assessments to guide future cycles.
- Executive Insights: Develop high-level dashboards and KPI reporting to provide actionable insights for senior management and headquarters.
- Process Improvement: Drive continuous improvements in forecasting cadence, data accuracy, and cross-functional workflow efficiency.
- Contract & Budget Oversight: Review and approve contracts, cost proposals, and work breakdown structures. Monitor transaction controls against budgets to predict and resolve potential overruns.
Minimum Requirements
- Education: Bachelor’s Degree in Business, Finance, Economics, Supply Chain, or a related field.
- Experience: 8 years of professional experience in business operations, financial planning (FP&A), demand planning, or commercial finance.
- Technical Skills:Advanced Excel and PowerPoint expertise; strong analytical and modeling skills with the ability to translate complex data into insights.
- Collaboration: Proven ability to navigate and collaborate within large, matrixed organizations and present findings to senior leadership.
- Advanced Tools: Proficiency in Data Processing & Analysis, BI Dashboarding, and tools such as Tableau or Python.
- Education: Master’s Degree or MBA.
- Domain Expertise: Background in promotional finance, offer-spend modeling, or trade investment ROI.
- Account Management: Experience working with large U.S. carrier or retail accounts is highly preferred.
- Strategic Thinker: Strong knowledge of business principles involved in resource allocation and strategic planning.
- Independent & Proactive: Demonstrated ability to manage one's time and multitask in a fast-paced, dynamic environment.
- Integrity: High attention to detail and the ability to handle confidential financial information with the utmost discretion.