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Senior Financial Planning Analyst

2 months ago

Cherry Hill, New Jersey, United States Midas Tire & Auto Experts Full time

Benefits:
Competitive salary

Employee discounts

Health insurance

Paid time off

Summary:
Oversee financial operations, including budgeting, payroll, vendor reconciliation, procurement, and reporting for the organization.

Duties and Responsibilities:
Prepare or oversee the completion of weekly payroll and associated reporting.


Stay updated and communicate with management regarding current and evolving employment and labor laws and regulations, establishing company processes to ensure compliance.


Develop and disseminate organizational policies and procedures to align with federal and state regulations and current accounting standards.

Lead and maintain financial planning & analysis initiatives. Document and implement financial processes and procedures.


Manage the payroll platform and training systems, ensuring efficient company processes and providing training for managers and directors.

Conduct financial reconciliations. Coordinate and direct financial planning, budgeting, procurement, or investment activities for the organization.

Collaborate with bookkeeping and accounting teams to ensure compliance with all state and federal requirements.

Establish processes and oversee inventory management and corrections.

Responsible for managing company cash flow and conducting cost analysis, providing beneficial recommendations for the organization.

Oversee vendor accounts, business activity reports, financial forecasts, annual budgets, and reports required by regulatory agencies.

Conduct or coordinate audits of company accounts and financial transactions to ensure compliance.

Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.

Build and maintain strong relationships with banking, insurance, and external accounting partners to facilitate financial activities.

Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.


Analyze financial details of past, present, and anticipated operations to identify development opportunities and areas for improvement.

Advise management on short-term and long-term financial objectives, policies, and actions.


Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.


Monitor financial activities and details, such as cash flow and reserve levels, to ensure compliance with all legal and regulatory requirements.

Other duties as assigned.

Qualifications:
To perform this role successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education/Experience:
Bachelor's degree and five to ten years of related experience and/or training; or an equivalent combination of education and experience. CPA preferred.

Computer Skills:


To perform this role successfully, an individual should have knowledge of Microsoft Office; inventory, general accounting, point of sale software, and payroll software.


Special Skills:
Diligent

Stringent

Team player

Leadership

Organization

Strong written communication skills

Strong verbal communication skills

Detail-oriented

Professional

Supervisory Responsibilities:
Directly supervises one employee. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.

Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.


Work Environment:


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The noise level in the work environment is usually moderate.

Physical Demands:


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

The employee must occasionally lift and/or move up to 50 pounds.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands and talk or hear.

The employee is frequently required to reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.

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