The Financial Planning and Analysis Analyst role will provide support in monthly financial review and analysis, in planning, the annual budgets and quarterly forecasts and, in sales, performance tracking, pricing analysis, KPI/operating metric reporting, and ad-hoc analyses.
Fundamental projects in this role include the development and management of budgeting and forecasting utilizing our ERP, Workday, Adaptive Planning and other analytical tools and approaches.
The FP&A Analyst – Reporting and Analysis should have strong modelling skills, the ability to interrogate and organize data to address operating questions and the ability to apply shareholder value methodologies in evaluating business decisions.
Main Tasks & Responsibilities
- Support company-wide financial analysis and reporting, including monthly financial performance reviews and forecast updates to coordinate executive level understanding and consensus on results and forecasts.
- Track and report against appropriate KPIs, financial reports and finance dashboards to measure key drivers and results by utilizing financial systems (ie. Workday, Adaptive etc.) to provide business insights and drive FP&A process improvements and efficiencies.
- Develop and improve specific financial reports (Workday and Adaptive) and create dashboards for Service Lines, squads, customers, and operations to measure key drivers and results.
- Provides support on presentations, ad-hoc analysis, and other strategic initiatives as requested.
- Establish and maintain strong, cross-functional relationships with business leaders and individuals across the company; clearly understand business structure and business goals through effective and collaborative teamwork.
Skills and Knowledge
- Strong analytical and problem-solving skills and possessing a strong attention to detail and accuracy.
- Advanced Excel and Financial systems skills.
- Knowledge of Workday Financial systems and Adaptive Planning is preferred.
- Working familiarity with statistics and statistical concepts.
- Understanding of financial reporting processes and general accounting.
- A well-organized, accountable, self-directed individual and team player who presents a positive and professional image. An intelligent and articulate individual who can relate to people at all levels of an organization and possesses excellent communication skills. A data-oriented analyst adept at assimilating large amounts of information and distilling that information to concisely answer operational questions, summarize financial trends and provide support to business decisions.
Experience
- Minimum 1 to 3 years of Corporate Finance analyst experience.
- Experience with business intelligence, reporting and financial planning systems.
- Data extraction experience using SQL and/or other scripting languages is a plus.
Education
- Bachelor’s degree in finance required, Masters in Data Sciences or MBA a plus.
