Corporate Financial FP&A

1 month ago


Grand Rapids, United States Creative Financial Staffing Full time

Job Title: Senior Financial Planning Analyst

Company Overview: Our client is a leading manufacturing company that is looking to grow their FP&A group and they are planning on acquiring several companies in the next few years. As we continue to expand our operations, we are seeking a highly skilled and motivated Senior Financial Planning and Analyst to join our dynamic team.

Position Overview: The Senior Financial Planning and Analyst will play a critical role in driving financial planning, analysis, and reporting activities within the organization. Reporting directly to the CFO the incumbent will be responsible for providing strategic insights, financial forecasts, and actionable recommendations to support key business decisions. The successful candidate will possess strong analytical skills, exceptional attention to detail, and the ability to collaborate effectively across various departments.

Key Responsibilities:

  1. Financial Planning and Analysis:

    • Lead the development, implementation, and maintenance of financial models to support budgeting, forecasting, and long-term strategic planning.
    • Analyze financial performance, identify trends, and provide insights to drive decision-making.
    • Prepare comprehensive financial reports, including variance analysis and commentary, for senior management and key stakeholders.
  2. Budgeting and Forecasting:

    • Collaborate with department heads to develop annual budgets and periodic forecasts.
    • Monitor budget performance, identify discrepancies, and recommend corrective actions as needed.
    • Assist in the preparation of presentations for budget reviews and discussions with executive leadership.
  3. Business Partnering:

    • Serve as a trusted advisor to department heads and senior management, providing financial insights and recommendations to optimize business performance.
    • Partner with cross-functional teams to assess the financial impact of strategic initiatives and investment opportunities.
    • Support decision-making processes through scenario analysis, sensitivity modeling, and ROI calculations.
  4. Financial Reporting and Analysis:

    • Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders.
    • Conduct in-depth analysis of key financial metrics, including revenue, expenses, and profitability, to identify areas of improvement.
    • Assist in the preparation of regulatory filings and compliance reporting as required.
  5. Process Improvement:

    • Continuously evaluate and improve financial planning and analysis processes to enhance efficiency and accuracy.
    • Identify opportunities for automation and leverage technology tools to streamline workflows.
    • Participate in special projects and initiatives as assigned by senior management.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
  • Proven experience (4 years) in financial planning and analysis roles, with a track record of success in driving business performance.
  • Strong proficiency in financial modeling, budgeting, forecasting, and variance analysis.
  • Advanced Excel skills; experience with financial planning software (e.g., Adaptive Insights, Anaplan) preferred.
  • Excellent analytical and problem-solving abilities, with a keen attention to detail.
  • Strong communication skills, with the ability to present complex financial information clearly and concisely.
  • Ability to work effectively in a fast-paced, dynamic environment and manage multiple priorities.
  • Demonstrated leadership skills and the ability to collaborate cross-functionally to achieve common goals.

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