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Financial Planning Specialist
2 months ago
About the Role:
We are seeking a highly skilled Financial Planning Analyst to join our team at Insight Global. As a Financial Planning Analyst, you will play a critical role in analyzing and reporting financial information to support business decisions.
Key Responsibilities:
- Prepare monthly financial performance reports and KPI/Critical Success Factors Dashboard for the Lifecycle Service Assurance Business Unit
- Prepare monthly profitability analysis of business at the customer/Product line/sales order level
- Prepare monthly Order booking and discounting reports at Product line, Sales order, Customer, Region level
- Prepare and Distribute monthly cost reports and KPIs to all BU Teams (Marketing, R&D, Global Services)
- Accountable for variance analysis of monthly results, margins, and discounts
- Accountable for the preparation of Annual capex budget and tracking actual spend vs budget
- Setting up a system for tracking R&D and Marketing ROI
- Preparation of business cases for R&D/Marketing investment while working with Product Line Management and R&D leads
- Management of BU 3rd Party spend by properly creating POs for these and track actual spend vs budget/forecast.
- Creation of adhoc report/analysis for Corporate and Business unit
Requirements:
- Bachelor's degree, in Finance or Accounting, from an accredited university; or equivalent work experience
- 4+ years of relevant work experience in finance including financial analysis, planning, and reporting experience.
- Strong financial modelling skills/Integrated models development with high level of advanced excel knowledge
- Advanced Excel skills - pivot tables, V-lookups, complex formulas
- Prior experience with month-end close process and group reporting
Nice to Have Skills and Experience:
- Job Description
- Our client is a leading global provider of test and assurance solutions for networks, cybersecurity, and positioning.