Financial Planning and Analysis Specialist

2 weeks ago

Philadelphia, Pennsylvania, United States The Vertex Companies, LLC Full time
Job DescriptionCompany Overview

The Vertex Companies, LLC (VERTEX) stands as a premier multidisciplinary engineering and consulting firm, delivering expert forensic consulting, engineering design, construction management, claims and dispute resolution, as well as environmental solutions tailored for insurance carriers, sureties, law firms, real estate owners, property managers, public agencies, and commercial clients.

Position Summary

Role Overview: VERTEX is in search of a meticulous and analytical Financial Planning and Analysis Specialist to enhance our finance department. This position entails providing essential financial insights, engaging in forecasting, budgeting, and strategic planning to align with the company’s financial goals. The successful candidate will demonstrate robust financial modeling capabilities, a comprehensive grasp of financial statements, and the proficiency to convey intricate financial data effectively.

Key Responsibilities
  • Financial Planning & Analysis:
    • Construct and uphold financial models to facilitate budgeting, forecasting, and long-term strategic planning.
    • Evaluate financial performance against critical business metrics and document significant financial highlights to assist management in monitoring budget adherence.
    • Contribute to the assembly of monthly, quarterly, and annual financial reporting packages, along with presentations for senior leadership.
  • Budgeting & Forecasting:
    • Engage in the annual budgeting cycle and periodic reforecasting, collaborating with department heads and the finance team.
    • Track and analyze budget variances, offering insights and recommendations to enhance financial outcomes.
    • Work alongside operations in the development of budgets and forecasts, as well as in monitoring variances.
  • Strategic Planning & Analysis:
    • Assist in the formulation of the strategic plan.
    • Support strategic decision-making through scenario analysis, sensitivity analysis, and what-if assessments.
    • Assess the financial implications of potential business opportunities, investments, and strategic initiatives.
  • Reporting & Communication:
    • Prepare and deliver reports to senior management and operations regarding key performance indicators (e.g., utilization, conversion rates, win ratios), variance analysis, and trend analysis.
    • Collaborate with cross-functional teams to ensure precise and timely financial reporting.
    • Effectively communicate complex financial information to non-financial stakeholders in a clear and concise manner.
    • Maintain the highest standards of integrity and confidentiality, ensuring sensitive financial data is managed with discretion and in accordance with company values.
  • Continuous Improvement:
    • Identify and implement enhancements to processes that boost the efficiency and effectiveness of financial planning and analysis activities.
Qualifications
  • Education:
    • Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
  • Experience:
    • A minimum of 5 years of experience in financial planning and analysis, corporate finance, or similar roles.
  • Knowledge & Skills:
    • Strong expertise in financial modeling and data analysis tools.
    • Extensive experience with Excel, including Power Query, Pivot Tables, and Macros.
    • Familiarity with Power BI, Alteryx, and Deltek Vantagepoint is highly preferred, but not mandatory.
    • Solid understanding of financial statements, budgeting, and forecasting processes.
    • Exceptional analytical, problem-solving, and critical-thinking abilities.
    • Strong communication and presentation skills (PowerPoint), with the capability to convey complex financial information to diverse stakeholders.
    • Ability to collaborate effectively in a dynamic environment.
Additional Information

All information will be kept confidential in accordance with EEO guidelines.

VERTEX offers a comprehensive total compensation package, including a competitive base salary and discretionary bonus plan. A robust benefits package is also available, featuring healthcare options, dental coverage, company-paid life insurance, short-term and long-term disability, a 401k plan with immediate matching and vesting, flexible spending accounts, and an employee assistance program. Additionally, a generous paid time off plan is provided, which includes vacation days, sick time, and paid holidays. Our "Lifetime of Learning" program supports tuition reimbursement and additional resources for pursuing advanced education, fostering employee skill and career development.

VERTEX is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  • Lead Financial Planning and Analysis Specialist

    7 days ago

    Philadelphia, Pennsylvania, United States Michael Page Full time

    Position OverviewWe are seeking a talented and experienced Senior Financial Planning and Analysis Analyst to contribute to our financial strategies and insights. About the CompanyOur client is a prominent organization in the chemical industry, committed to providing innovative solutions and outstanding service. Key ResponsibilitiesConduct in-depth analysis...

  • Lead Financial Planning and Analysis Specialist

    7 days ago

    Philadelphia, Pennsylvania, United States Michael Page Full time

    About the CompanyMichael Page is a prominent organization in the chemical industry, committed to providing cutting-edge solutions and outstanding service. We are currently in search of a talented and seasoned Senior Financial Analyst.Position OverviewConduct thorough analysis of financial data and trends to deliver actionable insights that support strategic...

  • Financial Planning and Analysis Leader

    5 days ago

    Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping us drive business growth and profitability.Key ResponsibilitiesLead and direct the company's annual budgeting and planning process,...

  • Director, Financial Planning and Analysis

    7 days ago

    Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleAs a key member of SDI Inc.'s financial leadership team, the Director of Financial Planning and Analysis will play a crucial role in leading all financial planning and analysis activities across the company. This includes leading the Annual Operating Plan (AOP) process, periodic forecasting, and business analysis activities.Key...

  • Lead Financial Planning and Analysis Specialist

    2 weeks ago

    Philadelphia, Pennsylvania, United States Michael Page Full time

    About Our ClientMichael Page represents a prominent organization in the chemical industry, committed to providing cutting-edge solutions and outstanding service. They are in search of a proficient and seasoned Senior Financial Analyst.Position OverviewEvaluate financial information and trends to deliver actionable insights for strategic...

  • Senior Financial Analyst

    2 days ago

    Philadelphia, Pennsylvania, United States Access Holdings Full time

    About Access HoldingsAccess Holdings Management Company LLC is a leading middle-market investment firm with a strong presence in the financial industry. With over $2.8 billion in assets under management, we provide direct investment opportunities to create concentrated portfolios of essential service-based businesses in North America.Job SummaryWe are...

  • Director, Financial Planning and Analysis

    1 week ago

    Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping to lead all financial planning and analysis activities across the company.Key ResponsibilitiesLead and direct the company's annual...

  • Director, Financial Planning and Analysis

    7 days ago

    Philadelphia, Pennsylvania, United States SDI Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning and Analysis Director to join our team at SDI Inc. As a key member of our financial leadership team, you will play a critical role in helping to lead all financial planning and analysis activities across the company.Key ResponsibilitiesLead and direct the company's annual...

  • Executive Director of Financial Planning and Analysis

    1 week ago

    Philadelphia, Pennsylvania, United States Experis Full time

    Job SummaryWe are seeking a highly skilled Executive Director of Financial Planning and Analysis to join our team at Experis. As a key member of our organization, you will be responsible for collaborating with various corporate departments to ensure compliance with corporate guidelines, policies, and procedures.Key ResponsibilitiesFinancial Planning and...

  • Senior Financial Planning and Analysis Expert

    1 day ago

    Philadelphia, Pennsylvania, United States Michael Page Full time

    About Our CompanyMichael Page is a leading firm in the chemical sector, dedicated to delivering innovative solutions and exceptional service.Job SummaryWe are seeking a skilled and experienced Senior Financial Analyst to join our team. As a Senior Financial Planning and Analysis Expert, you will play a critical role in driving business growth and success...

  • Senior Vice President, Financial Planning and Analysis

    4 days ago

    Philadelphia, Pennsylvania, United States IntegriChain Full time

    Job SummaryWe are seeking a highly skilled and experienced Executive Director, Financial Strategy to join our team at IntegriChain. As a key member of our leadership team, you will be responsible for shaping the future of our finance function and driving the company's overall performance.Key ResponsibilitiesFinancial Planning and Analysis: Lead the annual...

  • Business Administrator B, Financial Operations Specialist, Planning and Analysis

    1 week ago

    Philadelphia, Pennsylvania, United States InsideHigherEd Full time

    Job SummaryThe University of Pennsylvania seeks a highly skilled Business Administrator B to join its team in the Office of Financial Management, Planning and Analysis (FMPA). This role will provide leadership in financial planning, analysis, and controllership, as well as financial operations support to the Dean's Office.Key ResponsibilitiesFinancial...

  • Head of Financial Planning

    3 weeks ago

    Philadelphia, Pennsylvania, United States EisnerAdvisory Group LLC Full time

    Reference #: Req-6536Job DescriptionEisnerAmper is seeking our next Head of Financial Planning & Analysis (FP&A). This highly visible leadership position has ownership of deliverables for the financial and operational drivers of the Company. The incumbent will lead a team of highly effective and driven Managers of planning and analysis who identify and...

  • Finance Planning and Analysis Lead

    2 weeks ago

    Philadelphia, Pennsylvania, United States Top Stack Full time

    Key Responsibilities:Serve as a strategic financial advisor to various business divisions, offering insights and data to support informed decision-making.Develop and sustain comprehensive financial models that monitor and evaluate key performance indicators (KPIs) and their influence on the overall success of the organization.Collaborate closely with...

  • Chief Financial Planning Officer

    2 weeks ago

    Philadelphia, Pennsylvania, United States firstPRO, Inc Full time

    Chief Financial Planning Officer - Health Insurance SectorThe Chief Financial Planning Officer will be an integral part of a prominent organization within the health insurance sector, recognized for its substantial revenue and commitment to employee satisfaction. This role involves overseeing the establishment of strategic financial planning and analysis...

  • Senior Financial Planning Associate

    7 days ago

    Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    Overview of the PositionWe are looking for a skilled Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) practice at CBIZ Private Equity Advisory. This full-time role requires collaboration with companies supported by private equity to maximize value through insightful data analysis and strategic financial insights. Candidates...

  • Senior Financial Planning Associate

    7 days ago

    Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    Overview of the PositionWe are in search of a dedicated Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) team at CBIZ Private Equity Advisory. This full-time role focuses on collaborating with companies supported by private equity to unlock value through comprehensive data insights and analytics. Candidates with a strong...

  • Senior Financial Planning Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    Position OverviewWe are in search of a skilled Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) practice at CBIZ Private Equity Advisory. This full-time role focuses on collaborating with private equity-backed enterprises to generate value through comprehensive data analysis and insights. Candidates with a strong finance...

  • Investment Analysis Specialist

    2 weeks ago

    Philadelphia, Pennsylvania, United States Care Lync Full time

    Job OverviewPosition: Financial AnalystCare Lync is in search of a dedicated Financial Analyst to assist management in making well-informed investment choices through comprehensive analysis of financial data and market dynamics. The ideal candidate will exhibit exceptional analytical abilities and a profound comprehension of financial principles to enhance...

  • Senior Financial Planning Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States CBIZ Private Equity Advisory Full time

    About the PositionWe are in search of a skilled Senior Associate to enhance our Strategic Financial Planning and Analysis (FP&A) practice at CBIZ Private Equity Advisory. This full-time role focuses on collaborating with companies backed by private equity to optimize value through insightful data analysis and strategic insights. Candidates with a strong...