Business Unit FinanceThe Financial Planning/Analysis job is responsible for designing analysis of the organization's financial results. Through financial modeling, this job provides insights into the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, and working capital. Under limited supervision, this job's analysis and modeling is used by senior management to inform business and financial decisions. This job also focuses on evaluating alternative financial plans as well as developing economic analysis and business reports.
Key Responsibilities and Duties- Evaluates financial models that analyze monthly financial results in order to identify drivers and explain key variances.
- Reviews forecasts and modeling and ensures that results are timely and accurate.
- Reviews re-forecasting activities and updating/evolving forecast models for accuracy and completeness.
- Participates in general ledger journal entry posting activities during the closing process to help ensure that financial statements are accurate.
- Designs ad hoc departmental reports that analyze departmental financial results versus budget/forecasts.
- Inspects financial reports and presentations for management that inform business and financial decisions.
- Provides feedback, guidance, and direction to accountants that will enable them to perform their job requirements as directed by the department.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ Years Required; 7+ Years Preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 8IC
Preferred Experience:
- 5+ years in financial planning & analysis or corporate finance; AUM reporting and insurance industry experience a plus
- BS/BA in Accounting, Finance, or Economics
- Familiarity with Oracle Hyperion Essbase/SmartView and EPBCS
- Familiarity with Tableau and Snowflake
- Problem-solving, project leadership, and stakeholder management skills
- Attention to detail and multi-tasking ability
- Curious, process-driven mindset for improving reporting and workflows
- Able to operate as a financial analyst, internal consultant, and strategic advisor
Related Skills
Accountability, Adaptability, Business Acumen, Collaboration, Communication, Critical Thinking, Executive Presence, Financial Analysis, Influence, Organizational Savviness, Relationship Management, Stakeholder Engagement, Story Telling, Strategic Thinking
Anticipated Posting End Date:
2026-10-16
Base Pay Range: $99,400/yr - $136,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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