Sr. Financial Reporting & Planning Analyst

Job Description

JOB FUNCTION:

The senior financial analyst's responsibilities include assisting with financial planning and budgeting

processes, analyzing financial statements and reports, developing financial models, preparing

projections, and performing research and analysis as may be required by leadership. As a senior financial

analyst, you will also be responsible for providing operational teams with financial guidance and

assisting with monthly close processes.

Essential Functions

• Prepare and analyze monthly, quarterly, and annual financial reports and presentations for
  
  

senior management.

• Develop and maintain financial models, forecasts, and scenarios to support strategic planning
  
  

and business development initiatives.

• Conduct market research, competitive analysis, and industry benchmarking to identify trends,
  
  

opportunities, and risks.

• Perform business case analysis and ROI evaluation for new projects, investments, and
  
  

acquisitions.

• Provide financial guidance and support to various business units and functions on budgeting
  
  

and/or forecasting, cost control, and profitability analysis.

• Identify and implement process improvements and best practices to enhance the efficiency
  
  

and accuracy of the FP&A function as well as the business overall.

• Assist and perform month-end closing of Operations cost centers. Includes providing a
  
  

detailed analysis and commentary on results.

• Utilize BI tools to delivery meaningful insights into business performance. This includes
  
  

assistance with the development/improvement of dashboards and automated reports utilizing

the Company’s BI software.

• Ensure compliance with financial guidelines and company policies.
• Perform research and analysis as required.
• Perform other duties as required.
  
  

Key Behaviors

• Customer Service: Proactively developing customer relationships by making efforts to listen
  
  

and understand the customer (both internal and external); anticipating and providing

solutions to customer needs; giving high priority to customer satisfaction.

• Professionalism: Maintaining a high-quality professional appearance and standardizing to
  
  

improve performance and reputation.

• Continuous Improvement: Refining and developing new tools and processes through creativity
  
  

and innovation.

• Drive to Win: Passionate and candid; challenges are eagerly accepted, and motivated to grow.
• Spirit of Family: Treating all people with respect by supporting and giving back to employees,
  
  

customers, and local communities. Promoting opportunities within and through referrals.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field. MBA and/or CPA a plus.
• 3 years of relevant experience and/or training in FP&A or corporate finance.
• Must be able to analyze statistical and financial data.
• Ability to present financial information to a non-financial audience.
• Candidates must possess exceptional organizational, creative, advisory, informational,
  
  

instructional, communication and problem solving/meeting skills.

• Advanced Excel skills and proficiency in other financial software and tools. JD Edwards or
  
  

Power BI Experience Preferred.

• Ability to work independently and collaboratively in a fast-paced and dynamic environment.
• Attention to detail and accuracy.
• Professional oral and written interpersonal communication.
• Ability to work with all levels of management and personnel.