Financial Planning and Analysis Specialist

2 months ago


Fort Worth, Texas, United States Peak Utility Services Group Full time
Job Summary

Peak Utility Services Group is seeking a highly skilled Financial Planning and Analysis professional to join our team. As a key member of our organization, you will play a critical role in developing financial tools, reporting mechanisms, and business modeling to support senior leadership effectively.

Key Responsibilities
  • Develop and maintain comprehensive financial plans, including budgets and forecasts, to ensure accurate financial projections and informed decision-making.
  • Administer variance analysis to identify trends and potential issues, and provide critical insights to support business growth and development.
  • Collaborate with cross-functional teams to assess financial performance and operational metrics, and provide recommendations for improvement.
  • Support internal and external financial reporting, including financial statement preparation and general ledger reconciliation.
  • Monitor project financial performance and profitability, and provide insights to support financial performance targets.
  • Lead annual budget development and rolling forecast updates, and ensure alignment with business objectives.
  • Provide expert-level financial analysis and modeling support to senior leadership, and stay adaptable to changes in business drivers and structures.
Requirements
  • Bachelor's degree in Finance or related field, MBA highly preferred.
  • 7-10 years of Corporate FP&A experience with managerial roles.
  • Strong analytical and modeling skills, with proficiency in Microsoft Office, especially Excel and PowerPoint.
  • Excellent interpersonal and collaboration abilities, with a proactive engagement style and strong problem-solving skills.
  • Capacity to lead cross-functional initiatives and manage competing priorities effectively, with a self-directed and hands-on leadership style.
  • Familiarity with financial analysis and corporate finance principles, including ERP systems and budgeting processes.
  • Expertise in general ledger reconciliation and financial statement preparation, with a high level of accuracy and confidentiality in handling financial data.
  • Effective team player with sound work ethics and flexibility, and a thorough understanding of Microsoft Office and enterprise accounting software.
Additional Requirements
  • Valid Driver's License within two weeks of employment.
  • Successful completion of background checks and drug screening.


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