Lead Financial Analyst in FP&A

3 weeks ago


Hickory, United States CareerBuilder Full time

Overview:

MAJOR FUNCTION
The Lead Financial Analyst will contribute to the companys success through providing financial and analytic partnership and deliverables to their assigned operational areas. The Lead Financial Analyst will work with their business partners to ensure optimal short-term and long-term decision making. He/She will aid planning the work and then working the plan most efficiently and effectively. Financial data is at the core, but the FP&A team will be responsible for providing a balanced view of the business including operational metrics and activity drivers.

Responsibilities:
The Lead Financial Analyst will partner with assigned operational areas to deliver the below critical business deliverables (as required):

Financial Analysis-
Build ROI/business models (ST
Analyze profitability for key areas of assigned operational area
Provide proactive variance analyses
Produce proformas and post reviews/measurement for key initiatives
Business Analytics-
Develop and deliver ad-hoc decision support (financial data in addition to operational data)
Set up and measure test and learns, as appropriate for assigned operational area
Create, provide, and partner on:

Descriptive analytics & exploratory data analytics- What
Diagnostic analytics- Why
Predictive analytics- What if
Prescriptive analytics- Next best action

Financial Operating Planning-
Produce assigned deliverables for the annual financial operating plan (as required for assigned operational area) with driver-based targets; guide partner through process and ensure understanding and alignment on all budget submissions
Deliver single and rest of year financial forecasting
Managing & Reporting Business Performance-
Deliver (thru collaboration with partner) on periodic business reviews
Prepare Executive (i.e., Leadership, Board Meeting) presentations, schedules & required support (including KPIs and Scorecards)
Do competitive benchmarking, macro-environment and market share/growth analyses as required for assigned operational area
Strategic Planning-
Working with assigned operation area, provide the financial view for the longer term (3-5 year) planning process
Model financial outcomes of the strategies
Data & Systems-
Provide data sourcing, wrangling, querying & modeling for discovery analytics
Develop standardized, self-service performance reporting
Build requirements &validate production ready metrics and reports

Qualifications:
Bachelors degree in Finance, Analytics, or similar quantitative field of study; Masters degree preferred.
5+ years of progressive Finance experience. Prior FP&A experience at a large company ($1B+ Sales) preferred.
Experience working in Microsoft tools (i.e., Excel, PowerPoint) and business intelligence software (i.e., PowerBi and Oracle).
Working knowledge in Financial/GL Systems (i.e., Fusion, Hyperion), Database querying tools, Visualization tools, Statistical tools .
Prior experience in retail, wholesale, distribution and/or consumer packaged goods is preferred.
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