Financial Planning Analyst

2 weeks ago


Denver, Colorado, United States Convera Corporation Full time
Key Responsibilities

Business Management Expertise: You will leverage a strong background in business management with a focus on continuous improvement and adaptability. Your technical proficiency will enable you to collaborate effectively with stakeholders and peers across various departments including Technology, Finance, Accounting, and Product Management.

Budgeting and Expense Oversight: Collaborate with essential stakeholders and business partners to coordinate and formulate annual and quarterly budgets. Monitor and manage expense reporting and status updates.

Technology Spend Monitoring: Track and account for monthly technology expenditures.

Financial Modeling: Develop financial models based on business case projections or historical performance, conducting rigorous analyses including key ratios, breakeven points, and ROI assessments.

Reporting and Presentations: Regularly prepare and generate reports and presentations for portfolio reviews and internal assessments.

Data Management: Handle large data sets for consolidation, creating custom dashboards that promote transparency and standard reporting metrics for all key stakeholders.

Performance Analysis: Participate in regular reviews to measure and analyze past project performance, comparing actuals against estimates.

Due Diligence: Address inquiries arising from historical financial reviews while identifying gaps in performance data.

Data Visualization: Craft compelling data visualizations that transform data into actionable insights.

Process Development: Collaborate with stakeholders to develop standardized processes that define operational workflows.

Continuous Improvement: Identify opportunities for process enhancement and transformation.

Resource Allocation Analysis: Analyze technology spending and resource allocation, both projected and historical.

Metrics and KPIs: Provide insights and guidance on key performance metrics.

Research and Analysis: Conduct research and analyze information as required.

Qualifications

Typically requires a minimum of 2-4 years of hands-on experience in financial analysis, utilizing advanced analytics tools.

Technical Skills: Advanced proficiency in MS Excel, including modeling, advanced formulas, and pivot tables. Proficiency in business intelligence and visualization tools such as Smartsheet, Power BI, Tableau, Alteryx, or similar systems.

Analytical Mindset: A critical, data-driven decision-maker with strong analytical capabilities.

Team Collaboration: Ability to excel in a team environment and collaborate with geographically distributed teams.

Communication Skills: Excellent written and verbal communication skills, with the ability to articulate ideas to diverse audiences.

Professional Attributes: A self-starter with a proactive service mindset, detail-oriented, and organized with strong follow-up abilities. Enthusiastic with a strong desire to succeed and possess strong business acumen.

Industry Experience: Experience in financial services or technology firms is a plus, but not mandatory.



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