Financial Planning

2 weeks ago

Santa Clara, United States SIMCO Electronics Full time
Job DescriptionJob Description

Position Overview


SIMCO Electronics is seeking a talented, and enthusiastic Financial Planning Analyst for the Finance department to make an immediate impact in this high growth, multi-location company. This is an exciting opportunity to be part of a collaborative, innovative environment where your contributions will make a significant impact.


As a Financial Planning Analyst, you will play a key role in supporting the financial planning and analysis function of the company. You will work closely with the finance team to develop and maintain financial models, analyze financial data, and provide insights and recommendations to support strategic decision-making. This position will report directly to the Senior Financial Planning Analyst, with primary responsibilities in maintaining the company’s forecast models, updating periodic reporting templates, and monitoring the key business metrics.


Responsibilities and Duties

  • Build, maintain, and automate complex and dynamic financial models to provide data-driven, actionable insights to drive product growth and other strategic objectives.
  • Collaborate and partner with multiple cross-functional teams (Sales & Marketing, Finance, Operations, etc.) to help manage and drive the 5-step planning & forecasting process, pricing, & new service offerings.
  • Develop and/or maintain compensation plans to align with the business goals.
  • Develop and/or enhance policies and procedures that will improve the overall operation and effectiveness of the financial planning & analysis function and organization.
  • Lead and prioritize analytical frameworks and roadmaps to uncover new business opportunities and key areas of risk.
  • Develop and monitor performance indicators, highlighting trends and analyzing causes of unexpected variances.
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
  • Assist in the preparation and presentation of weekly, monthly, quarterly, Board of Directors, and other financial dashboards and reporting.
  • Support ad-hoc financial analysis and projects as needed.


Qualifications

  • degree in Finance, Accounting, or a related field.
  • years of experience in financial planning and analysis.
  • proficiency in Excel, PowerPoint, and Workday Adaptive Insights.
  • communication, presentation, and interpersonal skills.
  • to work independently and collaborate effectively in a team environment.
  • with data modeling within PowerBI is a plus.


Experience /Training / Certifications

  • Bachelor’s degree in finance or related field. MBA a plus


Environment

  • Office environment

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