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Senior Financial Planning Analyst

2 months ago

Boca Raton, United States DTM Executive Search, Inc. Full time

Immediate need for a Senior Financial Planning Analyst 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. The Company’s fast-paced culture has an evolving finance function that will provide significant opportunity for leadership, and professional growth and development. The Senior Financial Planning Analyst will be an integral part of the finance team and will report directly to the CFO.


What you will be doing:

  • Prepare and assess weekly and monthly operational KPIs and project performance reports
  • Prepare monthly and quarterly reporting packages for management and the private equity sponsor
  • Assist accounting team with data visibility and reporting to improve collection cycle, cash management, and project billing status
  • Coordinate the annual budgeting and forecasting process, develop and maintain budget models based on assumptions from various departments
  • Work with operations and accounting to report on actual vs. budget/ forecast variances
  • Analyze data from different sources 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
  • 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
  • Highly proficient in Microsoft Office, and in particular Excel
  • 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)