Financial Planning Analyst

6 days ago


Media, Pennsylvania, United States LHH Recruitment Solutions Full time
Job Opportunity in Media, PA

LHH Recruitment Solutions is excited to announce a partnership with a prominent company located in Media, PA.

This direct hire opportunity requires full-time onsite presence.

Key Responsibilities:
  • Collaborate with sales teams to forecast new client and product profitability.
  • Enhance financial reporting by integrating data from various sources for actuals, forecasts, and historical analysis.
  • Support financial planning, analysis, and forecasting for captive insurance entities.
  • Develop and maintain technology solutions for translating financial and insurance data into actionable insights.
  • Manage monthly financial close processes, including statement preparation and analysis.
  • Handle daily general ledger operations and journal entries, managing cash flow activities.
  • Aid external CPAs with the preparation of audited financial statements and tax filings.
  • Coordinate with regulatory bodies during audits.
  • Drive process improvement initiatives.
  • Model financial scenarios for potential clients as proficiency grows.
Requirements:
  • Bachelor's degree in Accounting or Finance from a competitive school demonstrating a strong academic record.
  • MBA preferred.
  • CPA and prior experience in a public accounting firm.
  • Fundamental understanding of GAAP and federal income tax accounting.
  • 4 - 7 years of experience with a blend of accounting and FP&A responsibilities.
  • Experience in financial statement preparation, financial analysis, and forecasting.
  • Operational management experience, including treasury management / banking, procurement, and technology administration a plus.
  • Expertise with QuickBooks a plus.
  • Advanced skills with MS Excel, including model creation and maintenance, working with large sets of data, nested formulas, logical functions, dynamic arrays, data visualization, etc. Familiarity with VBA a plus.
  • Strong analytical ability with the aptitude to identify trends and inconsistencies.
  • Ability to work independently with limited supervision as well as collaborate within accounting group and across multiple companies.
  • Manage multiple tasks with strong organizational skills; must be detail-oriented and organized and able to meet frequent deadlines.

Preliminary Compensation: $100,000 - $110,000 per annum.

The compensation package may include excellent benefits, including 401(k), medical / dental insurance, ADD / life insurance, etc.



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