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Senior Financial Planning Analyst
2 months ago
A global professional services firm, such as Consultative Search Group, seeks a Senior Financial Planning Analyst to join their dynamic team. The Senior Financial Planning Analyst is an integral part of the firm's Financial Accounting team. This role will be responsible for supporting the firm by performing budgeting, forecasting, and variance analysis to guide business leaders in making informed decisions, while assisting the Director of Financial Planning on reports, ad-hoc analysis, and special projects as related to financial planning and expenses.
- Applying financial and analytical skills to create analysis and respond to various requests from senior management.
- Regularly applying accounting practices and procedures and knowledge of a wide variety of prescribed accounting codes and classifications to review and analyze partnership accounting reports and source data to detect inconsistent or issues; fully investigating potentially inappropriate expenditures by applying professional skepticism and judgment.
- Reviewing and analyzing partnership accounting reports and source data to detect inconsistent or issues; fully investigating potentially inappropriate expenditures by applying professional skepticism and judgment.
- Reviewing and presenting information regarding findings and following up with appropriate management to ensure proper resolution or accounting adjustments.
- Managing and supporting maintenance of detailed records documenting procedures, methodologies, sources of information, and assumptions while performing analytical tasks.
Key Responsibilities:
- Financial Analysis: Apply financial and analytical skills to create analysis and respond to various requests from senior management.
- Accounting Practices: Regularly apply accounting practices and procedures and knowledge of a wide variety of prescribed accounting codes and classifications to review and analyze partnership accounting reports and source data.
- Investigation and Resolution: Review and analyze partnership accounting reports and source data to detect inconsistent or issues; fully investigating potentially inappropriate expenditures by applying professional skepticism and judgment.
- Record Management: Manage and support maintenance of detailed records documenting procedures, methodologies, sources of information, and assumptions while performing analytical tasks.
Qualifications:
- A Bachelor's degree or equivalent in accounting, business, or a related field, with a Certified Public Accountant (CPA) certification preferred.
- A minimum of three (3) years' experience working with accounting practices and procedures.
- A minimum of one (1) year in developing financial analysis and producing financial reports.
