Financial Planning Specialist

4 days ago


Irving, Texas, United States Vizient Full time
Job Summary

We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Vizient. As a key member of our finance department, you will play a critical role in supporting our business units with financial planning, budgeting, and forecasting.

Key Responsibilities
  • Financial Planning and Analysis: Participate in expense and revenue performance management, monitor operating expenditures, conduct forecast analytics, present financial health reports, and highlight areas of concern or opportunities for improvement for assigned business units.
  • Financial Reporting: Prepare monthly financial reports that involve comparing variance analysis to key benchmarks, capturing financial and operational key performance indicators (KPIs), and identifying business trends.
  • Subject Matter Expertise: Serve as a resource and subject matter expert to finance business partners and executive leadership regarding functional knowledge and expertise to department management and others outside the department/function.
  • Financial Data Accuracy: Review profit and loss (P&L) during close periods to ensure financial data accuracy.
  • Forecast Data Integrity: Consistently uphold and safeguard the accuracy and integrity of forecast data.
  • Financial Analysis: Perform complex financial analyses to identify issues, support business decisions, and develop solutions.
Requirements
  • Education: Relevant degree in finance or other related fields preferred. MBA preferred.
  • Experience: 5 or more years of financial analysis experience required.
  • Skills: Strong analytical, P&L analysis, and spreadsheet modeling skills required. Proficiency in Microsoft Office products (Word, PowerPoint, Excel) desired.
  • Qualifications: Strong attention to detail, problem-solving abilities, and excellent writing and interpersonal skills desired. Workday and Adaptive Planning experience, a plus.
What We Offer

Vizient offers a comprehensive benefits plan, including competitive compensation, health insurance, retirement savings, and paid time off. We are an equal opportunity employer and welcome applications from diverse candidates.



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