Position Description:
Senior Financial Planning & Analysis Analyst is responsible for enterprise-wide and business unit financial analysis to support the corporation's key finance activities, with significant interaction, partnering, and engagement with senior management and functional leaders across ATD. This role supports annual financial planning and rolling financial forecasting across the entire organization, while tracking and benchmarking corporate performance metrics, with active engagement with company leadership, ownership and investors.
Key Responsibilities- Analyze operating performance, evaluate pricing strategies, sales and merchandising strategies based on product/customer profitability, operational cost efficiencies, working capital management, competitive analysis, benchmarking, and market dynamics.
- Contribute to M&A activities, venturing initiatives, capital investment analysis, real estate investment analysis, and decision support.
- Create presentations and provide decision support in communications with the executive leadership team, Board of Directors, private equity sponsors, and trading partners.
- Develop and deliver in-depth reporting and analysis, from routine to ad hoc financial reporting (weekly, monthly, quarterly, annually), multi-dimensional scorecards, complex dynamic models, and executive presentations for senior management, product teams, and regional managers.
- Participate in special corporate finance projects, including financial strategy development, capital structure analysis, and financing transactions.
- Provide analytical support to key field business units and market-facing corporate functional units (e.g., E-Commerce, Marketing, B2B, and B2C ventures).
- Review and analyze operating unit profitability, margin trends, monthly budget-to-actual, operating and overhead variance analysis, financial metric sensitivity analysis, ad-hoc analysis, and reporting (e.g., ROA, ROI, EVA).
Competencies- Action Planning - The ability to review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
- Action-Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
- Analytical Processes - The ability and skill to apply appropriate analytical processes and procedures to support research schedules including the proficient use of analysis software required in role.
- Analyze Alternatives & Recommend Solutions - Ability to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders; Business capability analysis, Business model canvas, Business rules analysis, Concept modeling, Prototyping
- Balances Stakeholders - Anticipating and balancing the needs of multiple stakeholders.
- Business Insights - Applying knowledge of business and the marketplace to advance the organizations goals.
- Communicates Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Costing and Budgeting - Awareness of costing, budgeting and finance concepts and the ability and skill to apply to related processes and procedures.
- Courage - Stepping up to address difficult issues, saying what needs to be said.
- Customer & Market Analysis - The ability and skill to analyze and research customer and market conditions and facts in order to develop a full and comprehensive understanding of the customer and its market to enable maximum returns.
- Data Collection and Analysis - The ability and skill to determine and analyze trends from data that is collected to assist in compiling reports that will help in decision-making including proficient use of aligned software (e.g., Tableau, etc)
- Decision Quality - Making good and timely decisions that keep the organization moving forward.
- Develops Talent - Developing people to meet both their career goals and the organizations goals.
- Drives Results - Consistently achieving results, even under tough circumstances.
- Financial Accounting - The ability and skill to apply financial accounting principles, classifying, measuring and recording company financial transactions including proficiency in related software
- Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity.
- Manages Ambiguity - Operating effectively, even when things are not certain or the way forward is not clear.
- Nimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.
- Plans & Aligns - Planning and prioritizing work to meet commitments aligned with organizational goals.
- Presentation skills - The ability to communicate and deliver information verbally in a clear, concise and compelling manner to other people.
- Review and Reporting - The ability and skill to create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports.
Qualifications- Bachelors degree
5 years of related experience preferred
Skills- Analyze Alternatives & Recommend Solutions
- Communicates Effectively
- Customer & Market Analysis
- Decision Quality
- Costing and Budgeting
- Data Collection and Analysis
- Ensures Accountability
- Manages Complexity
- Nimble Learning
- Plans & Aligns
- Presentation Skills
- Review and Reporting
- Situational Adaptability
- Self-Development
- Tech Savvy
- Analytical Processes
- Action Planning
- Financial Acumen
- Resourcefulness
- Financial Accounting
- Collaboration
Physical Demands/Working ConditionsPhysical Demands Category: Office
Physical Demands/Work Environment/Travel Requirements:
Physical demands: While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance, stoop, kneel, crouch or crawl; talk, hear, taste and/or smell; the employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
Work environment: While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. The noise level in the work environment is usually moderate.
Travel required: As required by the position.
