Financial Analysis and Planning Specialist
2 weeks ago
The Ladders is a premier platform in the recruitment industry, seeking a dedicated Financial Planning and Analysis Analyst to enhance our financial strategies. As a leader in the job market, we are committed to providing exceptional services to our clients and candidates alike.
Position Overview:
The Financial Planning and Analysis (FP&A) Analyst will be responsible for refining and optimizing our forecasting methodologies, which encompass income statements, balance sheets, cash flow statements, headcount projections, and capital expenditures. This role is pivotal in generating precise forecasts promptly, fostering strong interdepartmental relationships, and utilizing advanced Excel capabilities. The FP&A Analyst will apply financial expertise to deliver comprehensive analyses that support operational and financial decision-making across the organization. The focus will be on enhancing forecasting accuracy and providing insights into cash flow management and resource distribution.
Key Responsibilities:
To excel in this role, the individual must effectively manage the following responsibilities:
- Aggregate forecasting data and deliver timely and accurate income statements, balance sheets, cash flow reports, capital expenditure plans, and headcount schedules to the Finance Director, ensuring optimal resource allocation throughout the forecasting process.
- Evaluate operational data over time, comparing it against plans, actual results, and historical trends to pinpoint potential opportunities for further analysis.
- Collaborate with leadership to develop and scrutinize sales forecasts, incorporating data utilized in the monthly Sales and Operations Planning (S&OP) process.
- Work with various management levels to gather Operating Expense (OPEX) and SG&A forecasts, compiling this information for the consolidated forecasting model while ensuring that requests align with the organization's overarching goals.
- Establish operational metrics and targets to meet financial objectives, partnering with operational leaders to assess cost of goods sold expectations and KPIs for gross margin forecasting.
- Create financial models and scenario analyses to validate assumptions and project potential financial impacts, leveraging insights into organizational expenses and key drivers.
- Generate detailed financial, operational, and ad-hoc reports regarding expenses, including analyses of key financial metrics and financial modeling, while considering historical data and current trends.
- Assist internal teams in conducting profitability assessments for new business ventures, providing relevant data and insights to facilitate informed decision-making.
- Engage with key business and operational stakeholders to identify enhancements in operational reporting and analysis.
- Proactively seek opportunities for process efficiencies and improvements in controls and technology systems related to financial functions.
- Participate in cross-departmental or cross-functional project initiatives.
- A minimum of 5 years of experience in a financial planning and analysis or accounting role.
- A Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or a combination of education and experience.
- Experience in the manufacturing sector is preferred.
- A strong grasp of accounting and finance principles.
- Proficient in analyzing and interpreting complex data and financial modeling.
- Solid analytical, research, accounting, and financial modeling capabilities.
- Familiarity with US GAAP and financial control principles to ensure compliance.
- Professional communication skills with all levels of internal and external stakeholders.
- Able to cultivate productive relationships and communicate effectively with management, peers, and other stakeholders.
- Capacity to work under pressure, meet deadlines, and manage multiple projects concurrently.
- Advanced proficiency in Microsoft Office Suite, particularly in Excel, with a willingness to learn new systems and technologies.
- Advanced degree in business, management, or a related discipline.
- Knowledge of the printing and packaging sectors.
- Familiarity with SQL and database management.
- Experience with ERP systems such as Syspro.
This position operates in a dynamic, fast-paced environment with frequent changes and multiple project assignments, engaging with a diverse range of individuals including vendors, customers, and team members.
Work Schedule:
- Standard business days and hours are expected.
- Flexibility to attend meetings and functions as scheduled is required.
- Availability during off-hours, weekends, and holidays may be necessary to support organizational initiatives.
- Travel may be required, with potential overnight trips throughout the year.
This role is primarily sedentary but may require occasional walking, sitting, bending, and lifting up to 20 pounds.
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