Financial Planning and Analysis

3 weeks ago


Seattle, United States Horizon House (Seattle) Full time

Job Description

Job Description

Summary The FP&A analyst will be responsible for analyzing financial data, creating financial models and reports, and providing insights to support business decisions. The ideal candidate will have a strong background in finance, accounting, and data analysis.

Essential Job Duties • Analyze financial data and create financial models to support business decisions. • Develop and maintain financial reports to track business performance. • Collaborate with cross-functional teams to identify areas for improvement and develop solutions for enhancing efficiency and cost management. • Collaborate with department heads to identify key performance indicators. • Create easily understood visualizations of data (dashboards). • Provide insights and recommendations to senior management based on financial analysis. • Strategic deployment of cost-effective measures. • Assist in the development of annual budgets and forecasts. • Monitor and report on financial performance against budget and forecast. • Identify trends and provide recommendations for improvement.

Secondary Job Duties • Complete special projects as assigned by the CFO. • Participate on organizational quality improvement committees as requested. • Complete other duties and projects as assigned by management. Essential

Experience/Knowledge/Education/Specialized

Training • A bachelor’s degree in finance, accounting, economics, or a related field. • 2-5 years of experience in financial analysis, budgeting, forecasting, or a related field. • Experience extracting data from Microsoft Dynamics 365 Business Central (preferred) • Proficiency in Microsoft Power BI, Power Query, Power Pivot, Excel and other financial software. • Experience building SQL and SOAP queries. • Understanding of information architecture. • Knowledge of financial modeling, data analysis, and statistical methods. • Experience with financial planning and analysis (FP&A) software. • Strong analytical and problem-solving skills. • Excellent communication and interpersonal skills. • Ability to work independently and as part of a team.

Confidentiality Requirements Employee accesses, uses and/or discloses Protected Health Information, as defined by HIPAA, only to the extent minimally necessary to accomplish essential job functions. Employee practices appropriate safeguards to prevent unauthorized access, use and/or disclosure of PHR (paper, electronic and oral) within his/her work area.

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