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Financial Planning

3 months ago

Austin, United States Case Works LLC [158794] Full time
Job DescriptionJob DescriptionDescription:

The FP&A Senior Financial Analyst is responsible for strategic planning, financial modeling, business forecasting, and ad-hoc analysis. The candidate will conduct analysis in to enable decision making throughout the organization. The optimal candidate combines a strong analytical mindset with technical ability and excellent people skills.

  • Manages financial planning, budgeting, and forecasting
  • Creates variance analysis reports
  • Develops three-statement financial models and 12-week cash forecasts
  • Leads real-time financial performance monitoring
  • Escalates any financial issues to management
  • Sets and tracks key performance indicators (KPIs) and objectives
  • Completes market research and comparable company analysis
  • Recommends strategies for increasing financial performance; works with the operations team to implement and test strategies
  • Presents detailed monthly financial reports to executive leadership
  • Collaborates with senior members of the operations team to conduct analysis and develop forecasts
  • Assists with monthly accounting close, as necessary
Requirements:

Demonstrates excellent financial and quantitative skills

  • Communicates effectively and has strong presentation skills
  • Collaborates well with colleagues using adept social skills
  • Works independently using project management skills
  • Builds strong working relationships and has exceptional leadership skills
  • Learns quickly and has strong problem-solving and critical thinking skills
  • A bachelor’s degree in business, economics, finance, accounting, or a related major or equivalent professional experience is required.
  • Two or more years of experience in management consulting, investment banking, or corporate FP&A roles