Sr Analyst, Financial Planning and Analysis

About the role

1.) Financial Planning and Forecasting

• Develop and maintain financial models to support budgeting, forecasting, and long-term planning.
• Analyze historical financial data to predict future performance and identify trends.

2.) Budget Management

• Collaborate with department heads to create detailed budgets.
• Monitor budget adherence and recommend adjustments to address variances.

3.) Performance Analysis

• Provide in-depth financial analysis, including variance analysis (actuals vs. budget/forecast).
• Identify drivers of financial performance and propose actionable recommendations to improve profitability and/or optimize performance vs. budget/forecast.

4.) Strategic Decision Support

• Support senior leadership by delivering insights for strategic decision-making, such as cost optimization, pricing strategies, or investment opportunities.
• Develop scenarios and sensitivity analyses to assess potential outcomes of business decisions.

5.) Reporting and Communication

• Prepare and deliver clear, concise financial reports and presentations for stakeholders, including dashboards, KPIs, and executive summaries.
• Ensure accurate and timely reporting in alignment with regulatory and organizational standards.

Qualifications

• Bachelor's Degree in finance, accounting, or business required
• Professional certification (such as CPA or CFA) or Graduate Degree in a related area (such as MBA or Master in Accounting) preferred
• Minimum 5 years of previous work experience required
• Previous financial analysis work experience preferred

Specialized Knowledge

• Advanced Microsoft Office skills
• A solid grasp of data analytics and reporting
• Working knowledge of financial, reporting, and database systems - Oracle EPM, Infor FSM, Tableau

Competencies

• Possess financial acumen
• Ability to manage projects and multiple priorities with minimal supervision
• Excellent strategic, analytical, critical thinking, and problem-solving skills
• Exceptional organizational skills and attention to detail
• Teamwork, conflict management, influencing, and negotiating skills
• Strong written and verbal communication skills including the ability to communicate financial principles and practices with non-finance team members