Financial Planning and Analysis

3 weeks ago


White Plains, United States Tandym Group Full time

A distribution company in Westchester County is actively seeking a dedicated and dynamic professional to join their staff as their new FP&A Analyst. In this role, the FP&A Analyst will prepare financial analysis and business analysis of financial statements and internal capital investments.

Responsibilities

The FP&A Analyst will:

  • Develop strategic plan based on the long-term mission and objectives of the company, competitor information, size of US and global markets for key products and industries, growth projections of those industries, etc.
  • Develop Sales and EBIT budgets and forecasts twelve months out, and for fiscal year
  • Provide monthly trend analysis of financial statements for consolidated reporting of all entities and preparation of a monthly report explaining current months results versus trend, budget, and prior year
  • Develop performance scorecard with key performance metrics for financial, commercial, and operational performance of the company
  • Determine valuation of prospective third-party acquisitions of businesses or assets to be acquired or merged into the firm
  • Prepare market analysis (upon request) for products and industries served
  • Implement third-party financial analysis reporting tools
  • Develop a consolidated database of historical financial data from various systems to facilitate future analytics of business performance of prior year results
Qualifications
  • Graduate Degree in Finance or Economics or related major
  • 5+ years of experience in FP&A, corporate finance, investment banking, or related fields
  • Strong Power BI, Power Point and presentation skills and ability to present findings to senior leaders
  • Strong technical expertise in financial modelling, planning, forecasting, and analysis skills
  • Ability to multitask in a dynamic environment, meet deadlines, and interact across all levels of management
  • Focus on attention to detail, analytic consistency, data integrity, and solution-oriented mindset
  • Solid people skills, including presentation and communication skills
Desired skills
  • MBA
  • Previous experience developing ad-hoc, management, and flash reports

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