Sr. Analyst, Financial Planning and Analysis

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Requirements:

• Bachelor’s degree in accounting, finance, business administration or relevant field
• At least 3+ years of relevant work experience
• Knowledge of corporate finance and accounting principles, laws, and best practices; strong understanding of GAAP, financial statements, both internal and external, and financial modeling.
• Strong analytical skills and financial acumen, including understanding of a business P&L statement, balance sheet and cash flow statement.
• Advanced Microsoft Excel and PowerPoint skills.
• Experience with planning/financial software such as Planful, Oracle, NetSuite, and Power BI.
• Strong problem-solving skills, with demonstrated intellectual and analytical rigor.
• Excellent organizational skills, including handling multiple deliverables and assignments, with the ability to prioritize tasks effectively and efficiently.
• Strong interpersonal and communication skills, and ability to interact with different management levels.

Responsibilities:

• Prepare clear, accurate and in-depth financial analyses in support of monthly reporting packages, quarterly close materials, and other management reporting cycles
• Prepare succinct and clear executive presentations that simplify complex topics, often with time sensitive deliverables
• Ensure data integrity and drive consistent and accurate reporting of Finance data across the organization
• Drive standardization and documentation of streamlined planning & reporting templates
• Assist in procedures and reporting related to monthly/quarterly/annual close processes.
• Extract & model financial information, analyze and provide meaningful insights to Finance leadership and other business partners.
• Support the annual business plan and subsequent forecast updates with business partners to achieve organizational objectives.
• Improve visibility, forecasting, and analysis of results and key metrics while advising senior management on insights and recommended actions.
• Deliver timely and robust planning content with meaningful insights.
• Support ownership of Planful, the company’s financial planning tool by completing enhancements and updates as directed.
• Identify/implement opportunities for enhancing financial models, input templates, data hierarchies, etc.
• Compile information from various stakeholders in preparing deliverables that pull data from multiple sources
• Develop partnerships with stakeholders throughout organization.
• Drive cross-functional alignment on finance processes and planning and collaborate across teams to improve data quality and speed of reporting.
• Actively seek opportunities to improve tools and processes. May lead or co-lead projects to improve efficiency, effectiveness and/or collaboration between the FP&A team and its customers
• Effectively manage numerous projects at a given time in a fast-paced environment.