Position SummaryFinancial Analysts in the FP&A group are responsible for gathering data, conducting research, providing analysis, and preparing reports to support financial decision-making and profitability of the firm. Analysts focus on one or more areas, such as data analysis, budgeting, forecasting, trend analysis, pricing, capital management, acquisition/divestiture scenario modeling, financing alternatives, or investment alternatives. Analysts may analyze and interpret financial data of the firm and market and prepare reports on current or pending financial developments, financial policies and plans, market conditions and rates, and legal and accounting requirements.
Essential Duties and Responsibilities- Analyze and interpret financial data of the firm and market and prepare reports on current or pending financial developments, financial policies and plans, market conditions and rates, and legal and accounting requirements.
- Develop and maintain financial models to assess the impact of business initiatives, ensuring alignment with overall organizational goals.
- Provide comprehensive financial planning, budgeting, and forecasting support, highlighting areas for improvement and risk mitigation.
- Support C-suite and senior management reporting needs through timely, accurate, and well-structured financial analysis
- Build and improve repeatable FP&A reporting processes using tools such as Power BI, Excel, Power Query, SQL, Adaptive Planning, Workday, and other available financial systems.
- Analyze financial performance, identify trends, and communicate findings to business leaders, offering actionable recommendations for performance optimization.
- Actively participate in cross-functional teams to ensure financial considerations are integrated into various business projects and initiatives.
- Monitor and report on key performance indicators (KPIs), facilitating data-driven discussions to drive business performance improvements.
- Support the development of strategic plans by providing financial insights and participating in scenario planning exercises.
- May develop specialized analytical tools for project or ongoing use and may also develop conclusions and courses of action to rectify discrepancies as well as analyses.
- Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
- Performs other duties and responsibilities as assigned.
QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
- Education and/or Experience
- BS/BA Degree in Business, Accounting, Finance or a related field is required, and
- 6-8 years' work related experience and / or training preferred
- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures or governmental regulations. Ability to write reports, business correspondence, and procedures manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
- Ability to solve practical problems and deals with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
- In-depth knowledge of financial analysis, financial model-building and interpretive statistics.
- Ability to successfully plan, develop, lead, and execute projects.
- Ability to effectively interpret, select appropriate techniques, take independent action, communicate and follow-through.
- Strong communications skills, both written and verbal.
- Strong interpersonal and consultative communication skills with well-developed presentation skills.
- Ability to manage competing priorities effectively, making good decisions based on business priorities and objectives.
- Practical knowledge of financial analysis techniques and methodologies.
- Ability to employ complex analytical tools and statistics to perform analysis and forecasting of financial and other business information.
- Knowledge and understanding of budgeting and forecasting processes.
- Knowledge of accounting and the associated rules and regulations.
- Computer Skills
- MS Office programs, Financial Spreading Software
- Certificates, Licenses, Registrations
- None.
- Other Qualifications (including physical requirements)
OtherPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
Skills Training:- Communication, Time Management, Critical Thinking, Judgment and Decision Making
