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Financial Planning Analyst

2 months ago

New York, New York, United States Jobs for Humanity Full time
Company Overview

OUR MISSION

Empowering every learner's potential.

At Jobs for Humanity, we believe that a strong company culture is the backbone of success. Our mission is to empower every learner, ensuring that our efforts positively impact education. We are committed to unlocking the potential of every individual through our innovative course materials and digital solutions. As a family-owned organization, we prioritize our employees' ability to focus on what truly matters: the learners.

Position Summary

The Financial Planning Analyst plays a crucial role in supporting finance and executive teams through comprehensive financial assessments. This position is integral to the finance department, acting as the primary financial partner for designated business units. The analyst will leverage robust financial expertise and experience in business finance collaboration, financial planning and analysis (FP&A), reporting, and specialized assessments. This role involves active collaboration within a dedicated team of finance professionals.

We encourage applications from individuals of diverse backgrounds, including women and people of color, who may not meet every qualification but are passionate about our mission and can contribute in meaningful ways. We are committed to fostering an inclusive workplace where unique perspectives enhance our team's strength.

Key Responsibilities:
  • Deliver timely, relevant, and precise reporting on the performance of various divisions against historical, budgeted, and projected results to facilitate informed decision-making for senior management.
  • Assist in preparing reclassifications and accruals as part of the month-end closing process.
  • Engage with various stakeholders, providing financial and business support across departments (e.g., Sales, General Administration, Customer Experience, Editorial, Production), including the creation and analysis of standard and ad-hoc reports.
  • Compile monthly flash reports that analyze sales, expenses, operating income, and variances against budget, forecast, and prior year.
  • Conduct sales analysis by format, channel, customer, and division.
  • Prepare bridge analyses for revenue and operating income.
  • Oversee the budget and forecasting process, including overhead expenses, balance sheet, and cash flow planning.
  • Develop budget/forecast templates and supporting schedules, and manage data entry into financial systems.
  • Provide financial support to specific teams, including sales budgeting/forecasting, royalty reviews, and title profit and loss analyses.
Qualifications

Required:
  • Bachelor's Degree.
  • Proven experience in ensuring data accuracy and timely deliverables.
  • Strong proficiency in Excel, including pivot tables and vlookup, as well as PowerPoint, Google Sheets, and Google Slides.
  • Ability to manage multiple tasks effectively.
  • Experience in communicating complex financial information clearly to diverse audiences.
  • Strong quantitative analysis skills.
  • Demonstrated initiative to learn and solve problems in detail.
Preferred:
  • Familiarity with SAP, Cognos, and PowerBI.
  • Bachelor's or Master's degree in finance, accounting, or business.
  • Three years of experience in a corporate environment.
Salary: $60,000 - $70,000/year

Exemption Status: Exempt

Physical Requirements:

This role requires sustained periods of concentration and the ability to multitask in a dynamic environment. Occasional travel may be necessary, and the role may involve working beyond 40 hours per week regularly.

Additional Information

Benefits

Full-time and qualifying part-time employees and their dependents are eligible for comprehensive benefits from the start of employment. We also offer health benefits coverage to qualifying domestic partners of active employees.
  • Competitive salary and bonus structure
  • Comprehensive health benefits (Medical, Dental, Vision)
  • 401k retirement plan contributions
  • Generous paid time off, sick leave, floating holidays, and recognized holidays
  • Employee Assistance Program and Education Assistance Program
  • Fully employer-paid life and AD&D insurance
  • And much more
Jobs for Humanity is dedicated to empowering every learner's potential. Through our resources and services, we strive to make a meaningful impact in education. We are an Equal Opportunity Employer, actively seeking candidates who reflect a diverse range of backgrounds and experiences. We believe that a diverse workforce enhances our ability to serve our mission effectively.