Bachelor's degree in Business, Finance, Accounting, Statistics, or related field
5+ years of professional experience in finance or related roles
Ability to manage a small team of 1-2 FP&A staff
Proficiency with MS suite products and a willingness to learn new software
Advanced knowledge of financial statements and forecasting methodologies
Responsibilities
Serve as the principal financial analyst reporting to the Vice President of Finance
Ensure and verify the accuracy of financial source data and reports
Create visual representations of the company's financial health
Conduct quality assurance on finance department outputs and non-accounting expense entries
Provide high-quality support and data collection to internal clients
Enforce company financial policies and standard operating procedures
Lead and train staff within the finance team
Benefits
Flexible work hours with potential for overtime
Professional development and training opportunities
A collaborative and supportive work environment
Opportunities for advancement within the organization
Full Job Description
Financial Planner & Analyst Manager will serve as the organization's principal financial analyst under the direction of the Vice President of Finance. They will ensure accuracy of source data, provide reporting, forecasting, and decision support for executive management, build and update report tools, and analyze the data product for aberrations and trends that may impact the Wildfire Defense Group. In addition, they will serve as the financial reporting ombudsman for other departments, as prioritized by the VP of Finance.
Duties and Responsibilities
Subject matter expert for organization's E.R.P., budgeting software, financial processes, etc.
Work with VP Finance and FP&A team to provide timely and accurate financial reporting
Create and update visual representations and summaries detailing company's financial health
Q.A./Q.C. work product of Finance Dept. and expense entries by non-Accounting staff
Interface with internal clients to provide exceptional quality support and data collection
Enforce company policies, especially in regards to finance SOP's
Provide Accounting leadership and training as needed
Management Responsibilities
Manage staff of 1-2 FP&A's
Required Qualifications
Minimum Education - Bachelor's degree in Business, Finance, Accounting, Statistics, or related
Certifications - N/A
Years of Experience - 5+ years related professional experience
Required Skills
Ability to manage a staff of 1-2 FP&A's
Familiarization with MS suite products and ability to learn new programs
Ability to manage and summarize large data sets
Advanced understanding of financial statements and financial forecasting
Knowledge of Generally Accepted Accounting Principles
Above average communications skills with ability to manage the expectations of others
Ability to maintain confidential information
Be able to prioritize and manage multiple tasks with little supervision
Organized approach to project management and establishing departmental routines
Craft and enforce departmental policies and procedures
Create and defend logical arguments in a peer environment
Preferred Skills
CPA, MBA, or MS in Accounting, Finance, Statistics or Related
3-5 years experience in Financial Analytics
Familiarization with excel functions such as pivot tables, lookups, and macros
Base knowledge of PowerBI or other means to visually represent financial data
Familiarization with Microsoft Dynamics Business Central ERP
Physical Requirements • Prolonged periods sitting at a desk and working on a computer • Must be able to lift 15-lbs. • Work overtime as organizational needs require
This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts WDS rights to assign or reassign duties and responsibilities to this job at any time.
The pay range for this role is:
103,000 - 130,000 USD per year (WDS Bozeman Headquarters)
