Senior Financial Planning Analyst

J  o  b    D  e  s  c  r  i  p  t  i  o  n

JOB INFORMATION

Job Title:

Senior Financial Planning Analyst

Job ID #

J0909

Job Family:

Specialized Professional

Reports To Position:

Senior Leadership

FLSA

ADMINISTRATIVE EXEMPTION

PRIMARY PURPOSE

Analyze the profitability of operations through advanced financial and statistical modeling and reporting. Develop appropriate recommendations, leading to positive operational effectiveness.  Establish and implement the Annual Operating Plans for the various areas of responsibility, while working closely with executive leadership team and their direct reports.

ESSENTIAL FUNCTIONS

Identify opportunities for operational and financial improvement and present findings and recommendations to Executive Leadership Team and assist in implementation processes.

Develop key metrics and prepare financial/statistical reports (financial, customer service, operational efficiency, market share, macro/micro economic analysis, etc.) for executives and other leaders.

Perform financial analysis using statistical modeling to identify cause-and-effect relationships between variables; interpret analyses and provide action-based recommendations to executive leadership team.

Transform large amounts of data into a clear compelling story, through querying data, building financial models, interpreting data and other similar tools, and communicate action-based recommendations to executive leadership team.

Lead the team during deep dive projects, HIKES, and ad-hoc analysis.

Serve as support resource to other FP&BA analysts while assisting with ad hoc analysis, as directed by supervisor.

Work with key LOB owners in the creation of the Annual Operating Plan and monthly/quarterly forecasts in conjunction with market conditions and consolidated goals.

Proactively seek opportunities to broaden and deepen knowledge base and proficiencies and share acquired skills with team members through formal and informal channels.

Proactively work to assist others in achieving the organization's objectives.

Bachelor's or equivalent combination of education and/or experience required.

MBA/CPA required.

4+ years' experience in finance an/or analytics is required.

Must possess the ability to create advanced interactive and variable financial models.

Must possess strong critical thinking skills.

Must be able to query raw data using Microsoft Query, VBA, Business Objects, and Sequel.

Must possess an advanced understanding of financial measurement tools including NPV, IRR, WACC, ROA, and ROI.

Must possess strong interpersonal and presentation skills, including the ability to properly communicate with executive leadership.

Must be able to multi-task and prioritize workload.

Must possess a strong knowledge of accounting, including the balance sheet, income statement, and cash flow statement and be familiar with the relationship between the three.

The Company is an equal employment opportunity employer.  The Company’s policy is not to unlawfully discriminate against any applicant or employee on the basis of race, color, sex, sexual orientation, gender identity, religion, national origin, age, military status, disability, genetic information or any other consideration made unlawful by applicable federal, state, or local laws.  The Company also prohibits harassment of applicants and employees based on any of these protected categories.