Sr. Analyst, FP&A

3 months ago

Itasca, United States Captive Resources Full time

The Senior Analystwill play a pivotal role in preparing and maintaining corporate budgets and financial forecasts. They will be responsible for analyzing and preparing forecast reports, developing models, analyzing and understanding key performance indicators (KPI), and highlighting financial trends. An ideal candidate is responsive, thoughtful, self-directed, positive, and seeking a challenging role.

EDUCATION AND EXPERIENCE:Bachelor's Degree in Accounting or Finance and 3-5 years of experience. Public accounting experience and CPA preferred.

SKILLS/COMPETENCIES REQUIREMENTS:

  • Strong analytical and judgement skills
  • Excellent interpersonal and communication skills
  • Detail oriented with a high level of accuracy
  • Ability to work unsupervised, prioritizing and organizing own workload
  • Strong independent problem-solving skills and drive to learn independently
  • Willingness to work in a team environment and be a collaborative team player
  • Innovative and motivated to suggest and contribute to process efficiencies and improvements
  • High degree of proficiency in use of such programs as MS Excel, PowerPoint and Word
  • Well organized, proactive, must be able to prioritize and meet deadlines in a fast-paced environment
  • Ability to adhere to highest standards of confidentiality and discretion in all proprietary business, financial, and employee matters
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • Assist in preparing and managing budget and forecasts for the company
  • Prepare budget and reporting packages for outside parties
  • Prepare highly confidential analysis in support of the corporate strategy
  • Lead cross collaboration efforts with leaders across the business to support and develop budgeting and forecasting processes
  • Able to analyze large data sets, KPIs, financial metrics and operational data to provide insight into business performance
  • Develop and maintain models and analytical tools to support financial planning, analysis, and reporting activities
  • Monthly management of forecast and building annual budget within EPM system (OneStream)
  • Continuously improve financial processes and systems to enhance efficiency and accuracy
  • Coordinate and participate in budget process and scheduling budget meetings
  • Work closely with the FP&A management to assist with supplemental activities and ad hoc projects

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