Financial Planning and Analysis Specialist

4 weeks ago


Buffalo, United States Robert Half Full time

Overview:

In this role, you will provide support to the FP&A team and advise senior management in an expert capacity.


Primary Responsibilities:

  • with internal teams to ensure integrity of business and financial plans
  • with broader FP&A teams to communicate business drivers and variances in a holistic manner
  • on process improvement opportunities across all Infrastructure functions, FP&A, accounting, and other partners to improve efficiency, reporting and performance.
  • with driver-based budgeting and forecasting, including preparing rolling budgets and forecasts for the income statement and balance sheet (using Hyperion)
  • the enhancement of budgeting, profitability and reporting
  • with corporate reporting, consolidated reporting and segment reporting
  • the standup of a center of excellence for expense/revenue reporting
  • detailed, interpretative financial analysis utilizing complex modeling scenarios/activities with a large amount of independence
  • and maintain advanced forecasting models; work in collaboration with business groups to provide insightful analysis
  • independent research and complex analytical projects involving modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing profit objectives
  • complex ad hoc reporting such as acquisition analyses, cash flow projections, etc. to support management decisions
  • and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s risk appetite. Identify risk-related issues needing escalation to management


Education and Experience Required:

  • degree and a minimum of 7 to 10 years of experience in accounting, auditing, operations or financial institutions - Specifically in FP&A
  • understanding of concepts and principles in multiple disciplines including finance and accounting
  • in accounting / financial analysis, modeling, querying and visualization tools i.e. Tableau, Hyperion, PowerBI


Education and Experience Preferred:

  • degree or professional certification (i.e. CPA, CFA, etc.)
  • technical aptitude and advanced financial modeling skills.
  • with Oracle EPM, Hyperion Planning, Tableau, advanced Excel
  • supporting Data Governance and Documentation initiatives
  • supporting Change Management and Continuous Improvement initiatives
  • organized with strong written and verbal communication skills and a customer focused, professional demeanor
  • to work independently, partner cross-functionally, and be self-motivated in a fast-paced and rapidly changing technology environment
  • attention to detail and the ability to prioritize and deliver in a fast paced and dynamic environment with a high degree of personal accountability
  • demonstrating high energy/creativity, relentless customer-focus, and entrepreneurial spirit



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