The Financial Planning & Analysis (FP&A) Senior Financial Analyst is responsible for forecasting, analyzing, and reporting financial results for one or more business units. The business unit responsibilities include analyzing monthly results, creating monthly forecasts, and developing annual and long-range strategic plans. In addition, the position is responsible for incentive planning metric formation and tracking. This position requires a strong skill set in financial, data analytics, and financial modeling. Responsibilities include project modeling, management reporting & analysis, forecasting and budgeting, and other operational and management support. Leads internal review of proposed pricing, including presentation of pro-forma customer financials, and provide guidance to junior analysts. Responsible for effectively working with leaders and department team members to conduct high-level analysis of the financial components in order to develop analytical modeling tools, create monthly, quarterly, and annual financial reports, and communicate results to leadership on findings.

This role will provide management with accurate and timely financial reports detailing the group's performance versus established goals and objectives. Performs quantitative analysis of operational and financial data. Builds forecasts of future company performance and maintains dynamic models to support a rolling forecast, including long-term scenario modeling. Creates and validates content for executive-level presentations and reviews. Compiles, analyzes, and leads monthly budget vs. actual reviews. Position applies techniques such as internal rates of return, net present value, yield analysis, capital asset pricing, discounted cash flows, ratio analysis, cost of capital modelling, multivariate regressions, what-if scenarios, cash flow analysis, growth and trend analysis, and other techniques. In addition, this position may develop company-specific, customized analytical templates for use by other, less senior analysts. This position may provide assistance and guidance to less experienced analysts on the appropriate use of these techniques.

Key Responsibilities Include

• Executes financial forecasts /outlook, analysis focusing on key business drivers, and financial reporting based on established periodic cadences, working and proactively communicating with cross-functional teams across the organization. Determines methodology on financial modeling, forecasting, and reporting. Works with senior management within the business to be able to share and explain business trends and forecasts. Ability to make independent decisions.
• Analyzes vast amounts of financial and non-financial data and is able to identify, summarize & assimilate trends or stories hidden in the numbers in order to recommend strategic hardware insights to key decision makers (Finance & Sales leadership) to facilitate informed outcome/results. Recommends analytical strategies needed, as well as performs detailed financial analysis for projects or problem-solving. Contributes to the plan development of business units.
• Interfaces cross-functionally and sometimes globally with other key parts of the business. Oversees and maintains processes driving continuous improvement of the P&L functions. These include Unit and P&L forecasting, monthly performance reporting, analysis, strategic and business planning, target setting, and troubleshooting.
• Other Operations and Management Support
  • Coordinate the interaction between various operations and the finance system
  • Support with Operation KPI setup/tracking, as well as incentive/bonus calculation and verification.
  • Improves financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management
• Operational analysis, combining business insight and market trend, considers from a business growth perspective to capture what data we need to have, not just based on existing available data, to generate reports.

What You'll Need

• Bachelor's degree in accounting or related financial discipline required
• Minimum 6+ years of applicable experience in Accounting, Finance, or related field
• Minimum 3 years of experience in FP&A required
• Strong team player who embodies humility, drive, and intelligence; collaborates effectively within Finance and across cross-functional teams.
• Strong communication skills, with the ability to effectively engage Valvoline leaders.
• Ability to work under deadline pressure; demonstrates strong learning agility and adaptability in a fast-paced environment
• Thorough understanding of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS)
• Strong knowledge of systems analysis methodologies and principles, including design and procedural approaches used in large-scale data analysis
• Solid project management capabilities
• Exceptional organizational skills and attention to detail
• Advanced analytical and data mining expertise, including building, maintaining, enhancing, and interpreting complex Microsoft Excel/Access financial models and sophisticated Power BI dashboards
• Hands-on experience with SAP ERP, BPC, Workday Adaptive, AFO systems, workflow tools, reporting modules, and data extraction tool sets.
• Strong working knowledge of financial and operational processes
• Demonstrated ability to identify, design, and implement effective solutions
• Advanced knowledge across multiple finance functions, with a full understanding of the business unit operating environment
• Ability to identify and provide direction on process improvement opportunities

What Will Set You Apart

• An advanced degree in a financial discipline (MBA) is preferred
• Experience in front-end Microsoft Dynamics CRM and bolt-on CPQ systems
• CICPA (or CPA certificate) preferred
• Experience working for a global organization

Benefits That Drive Themselves

• Health insurance plans (medical, dental, vision)
• Health Savings Account (with employer-base deposit and match)
• Flexible spending accounts
• Competitive 401(k) with generous employer base deposit and match
• Incentive opportunity*
• Life insurance
• Short- and long-term disability insurance
• Paid vacation and holidays*
• Employee Assistance Program
• Employee discounts
• PTO Buy/Sell Options*
• Tuition reimbursement*
• Adoption assistance*
• Terms and conditions apply, and benefits may differ depending on position or tenure.

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Requisition ID: 2231