Senior Financial Planning Analyst

2 weeks ago


Phoenix, Arizona, United States Plexus Worldwide Full time
Location: Scottsdale, Arizona, United States

Position Overview:
The Senior Analyst, Financial Planning & Analysis will play a crucial role in the areas of budgeting, forecasting, reporting, and comprehensive analysis. This position will collaborate closely with various departments within the organization and will engage directly with Directors and occasionally with Executives.

Key Responsibilities:
- Develop effective partnerships with business leaders to identify opportunities for enhancing profitability and operational efficiencies.
- Assist in the forecasting and budgeting processes, including consolidation and reporting to department leaders and the executive team.
- Create dashboards focused on key business metrics and drive improvements in the FP&A processes, including analysis and reporting.
- Formulate and update pricing and profitability models at the SKU level.
- Work closely with corporate accounting on costing models and analysis.
- Demonstrate the ability to navigate ambiguity and work independently.
- Manage large datasets effectively.
- Conduct ad-hoc analyses as required to support business decisions.
- Ensure daily activities align with strategic goals and policies.
- Regularly review and report on relevant metrics to maintain quality standards.
- Commit to teamwork, exceeding service expectations by fostering positive relationships and valuing others.
- Uphold a strong commitment to delivering on promises while maintaining high-quality standards.
- Strive to achieve both individual and team objectives, meeting deadlines with available resources and upholding ethical standards.
- Seek opportunities for personal and professional growth, participating in required training and engaging in development discussions with management.

Qualifications:
- Bachelor's or Master's degree in Finance, Accounting, or Business.
- 7-10 years of experience in Financial Planning & Analysis.
- Proficient in budgeting, forecasting, COGS, and SG&A.
- Advanced skills in Excel, including complex formulas and functions, as well as financial modeling capabilities, including dashboards and charts.
- Experience with NetSuite and Jedox (or similar software) is preferred.
- Strong critical thinking and data analysis skills, with the ability to manage extensive datasets across multiple systems.
- Capable of working efficiently at both detailed and strategic levels.
- Skilled in providing solutions and collaborating across functions to ensure successful project completion.
- Maintain positive relationships with all departments, valuing connections and influencing others to foster consistently positive experiences.

About Plexus:
Plexus Worldwide is a prominent direct-sales organization based in Scottsdale, Arizona, recognized as a leading employer and economic contributor. For over 16 years, Plexus has been dedicated to promoting hope, health, and happiness through its scientifically-backed nutritional products and skincare, alongside an exciting home-based entrepreneurial opportunity. As a six-time recipient of the Best Places to Work award, the company prides itself on a robust organizational culture and a deep commitment to community support.

  • Phoenix, Arizona, United States Swift Transportation Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Expert to join our team at Swift Transportation. As a key member of our finance department, you will play a critical role in driving business growth and profitability through advanced financial and statistical modeling.Key ResponsibilitiesAnalyze Operational Profitability: Develop...


  • Phoenix, Arizona, United States Ledgent Finance & Accounting Full time

    Job OverviewLedgent Finance & Accounting is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a critical role in supporting the company's financial objectives and operations.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business decisions.Prepare and analyze...


  • Phoenix, Arizona, United States Swift Transportation Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Expert to join our team at Swift Transportation. As a key member of our finance department, you will play a critical role in driving business growth and profitability through advanced financial and statistical modeling.Key ResponsibilitiesAnalyze Operational Profitability: Develop...


  • Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full time

    Job Overview: The Financial Planning Analyst will conduct evaluations aimed at formulating the Governor's Executive Budget. This role involves assisting the Governor and senior leadership in the development and execution of policy initiatives. The Financial Planning Analyst will also play a role in strategic planning and the assessment of performance...


  • Phoenix, Arizona, United States Mountain Park Health Care Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Mountain Park Health Center. The successful candidate will be responsible for providing financial analysis and reporting to support business decisions.Key ResponsibilitiesFinancial Reporting: Prepare and present financial reports to senior management, including monthly...


  • Phoenix, Arizona, United States Staff Experts LLC Full time

    Job SummaryStaff Experts, LLC is a highly specialized full-service staffing and recruiting firm. We specialize in staffing in various industries, including Engineering, Construction Management, Manufacturing, Information Technology, and more.We are currently seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst,...


  • Phoenix, Arizona, United States BAE Systems USA Full time

    Job OverviewBAE Systems USA is on the lookout for a Financial Analyst who possesses outstanding analytical capabilities to be a vital part of the Program Finance division.Being part of our Finance & Accounting team means you will play a crucial role in overseeing all financial dimensions for various contracts and initiatives that contribute to national...


  • Phoenix, Arizona, United States BAE Systems USA Full time

    Job OverviewBAE Systems USA is in search of a Financial Analyst possessing outstanding analytical capabilities to become a vital member of the Program Finance division.Being part of our Finance & Accounting team means you will play a crucial role in overseeing all financial elements for various contracts and initiatives that contribute to national...


  • Phoenix, Arizona, United States BAE Systems USA Full time

    Job OverviewBAE Systems USA is on the lookout for a Financial Analyst who possesses outstanding analytical capabilities to become a vital member of the Program Finance team.Being part of our Finance & Accounting division means you will play a crucial role in overseeing all financial elements for various contracts and initiatives that contribute to national...


  • Phoenix, Arizona, United States Swift Transportation Full time

    Position Overview:At Swift Transportation, we recognize that our greatest asset is our workforce. We are committed to fostering a culture of excellence, where each team member contributes to our collective success.Why Join Us?We are dedicated to creating an environment that promotes safety, integrity, and mutual respect. At Swift, every voice matters, and...


  • Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full time

    Job Overview: The Financial Planning Analyst will conduct assessments aimed at formulating the Governor's Executive Budget. This role supports the Governor and Executive leadership in shaping and executing policy initiatives. The Financial Planning Analyst will also play a key role in strategic planning and tracking performance metrics. Furthermore,...


  • Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full time

    Job Overview: The Financial Planning Analyst will conduct assessments aimed at formulating the Governor's Executive Budget. This role supports the Governor and Executive leadership in the development and execution of policy initiatives. The Financial Planning Analyst will also play a key role in strategic planning and performance monitoring. ...


  • Phoenix, Arizona, United States Martin A Joseph Cpa Full time

    Position Overview:We are seeking a dedicated Senior Financial Analyst to become a vital part of our team at Martin A Joseph CPA. This role involves the meticulous preparation and evaluation of financial documentation for our diverse clientele.Key Responsibilities:• Generate comprehensive financial statements, tax returns, and various fiscal reports.•...


  • Phoenix, Arizona, United States CVS Health Full time

    Company Overview:At CVS Health, we are dedicated to enhancing the health and well-being of our communities. Our mission is to provide compassionate, personalized care that meets the evolving needs of our customers.Position Overview:The Senior Analyst in Resource Planning will play a crucial role in supporting various Workforce Management (WFM) functions....


  • Phoenix, Arizona, United States Arizona Official Website of State of Arizona Full time

    Position Overview: The Arizona Department of Administration (ADOA), Division of Business and Finance (DBF), is on the lookout for a knowledgeable and influential Senior Statewide Financial Analyst. This essential position is centered on managing intricate and vital accounting responsibilities throughout state operations, necessitating extensive proficiency...


  • Phoenix, Arizona, United States U-Haul International, Inc Full time

    Position OverviewThe Senior Financial Systems Analyst plays a crucial role in enhancing the efficiency of our financial systems. This position involves:Process Analysis: Conducting thorough evaluations of existing system workflows to identify areas for improvement and optimization.System Design and Implementation: Crafting, testing, and deploying innovative...


  • Phoenix, Arizona, United States U-Haul International, Inc Full time

    Position OverviewThe Senior Financial Systems Analyst plays a crucial role in enhancing our financial operations through systematic analysis and strategic recommendations.Key ResponsibilitiesProcess Analysis: Evaluate existing system workflows to identify areas for improvement and efficiency.System Design and Implementation: Develop, test, and deploy new...


  • Phoenix, Arizona, United States U-Haul International, Inc Full time

    Position OverviewThe Senior Financial Systems Analyst will be responsible for evaluating and enhancing system workflows to optimize efficiency and effectiveness. This role involves:Process Analysis: Conducting thorough assessments of existing system processes to identify areas for improvement and propose actionable recommendations.System Design and...


  • Phoenix, Arizona, United States Oscar Health Full time

    About the RoleThe Senior Analyst, Strategic Planning supports developing and executing on strategies to achieve team or larger organization targets. The Senior Analyst, Strategic Planning has a strong focus on using data-driven approaches and partnering with cross-functional teams to develop and implement strategies.Key ResponsibilitiesProvide analytical...


  • Phoenix, Arizona, United States Lectric eBikes Full time

    Position: Financial AnalystDepartment: FinanceReports to: Director of FinanceLocation: Utopia Office (in person)The RoleImportance of Your Role:The Financial Analyst for Supply Chain Operations plays a crucial role in enhancing our Supply Chain processes. This position is vital for driving financial strategy, analysis, and support across various supply chain...