Senior Financial Planning Analyst

2 weeks ago

Riverside, United States DTM Executive Search, Inc. Full time

Immediate need for a Senior FP&A Associate to be responsible for the analysis and reporting of monthly financial and operational data to senior management and private equity sponsor. The Company is an industry leader and sponsored by a well-capitalized private equity firm with the intent to grow the business through acquisition. The Company’s fast-paced culture has an evolving finance function that will provide significant opportunity for exposure, leadership, professional growth and development. The Senior FP&A Associate will be an integral part of the finance team and MUST be able to fulfill a quality of earnings (QoE) role.


****Hybrid working conditions*****


What you will be doing:

  • Full responsibility of FP&A and reporting functions. This includes prepare monthly and quarterly and adhoc reporting packages for management and the private equity sponsor
  • Take full ownership of the annual budgeting process, this includes 13-week cash flow and 5-year cash flow forecast
  • Develop, track, and maintain KPIs for numerous lines of business owned by the company
  • Demonstrate full understanding and ownership of financial statements and financial data to calculate adjusted EBITA and understand the quality of earnings
  • Prepare and assess weekly and monthly operational KPIs and project performance reports
  • Engage in detailed financial forecasting, budgeting and variance analyses
  • Develop and maintain ancillary budget models based on assumptions from various departments
  • Analyze data from different sources and systems to complete root cause analyses, communicate strategic and operational insights, and make commercial recommendations
  • Review and analyze monthly and quarterly Profit & Loss results by business and asset to identify discrepancies and provide variance explanations to management
  • Create and maintain financial forecast models in Excel and assist with developing custom system reports
  • Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
  • Provide continuous improvements and feedback on FP&A process to create efficiencies and best practices
  • Respond to and generate ad hoc analytics and reports.



Qualifications

  • Bachelor's degree with a preference for a major or significant coursework in Finance, Accounting, Economics, or Mathematics
  • Expert level user with Microsoft Office Excel and Microsoft Power BI
  • 5+ years of experience in a financial analysis, strategy, or corporate planning role
  • Excellent technical and analytical skills
  • Exceptional attention to detail
  • Good business judgement with ability to use data to draw conclusions and discern commercial implications
  • Demonstrated ability to analyze operational and financial statements
  • Self-starter with ownership mentality
  • Highly organized with excellent communication skills (both written and verbal)

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