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Financial Planning Associate

2 months ago

Denver, Colorado, United States Goodman Global Full time
Position Overview

The role of the Financial Analyst involves a variety of responsibilities that are essential for the financial health of the organization. The analyst will work closely with the Finance Director and the Leadership Team to:

  • Prepare the division's Operational Budget.
  • Review presentations from various business units to ensure data consistency and alignment with corporate strategies.
  • Collaborate with operational leaders to develop budgets, adjust forecasts, and analyze actual results against planned metrics.
  • Generate revised Quarterly Budgets as the fiscal year progresses.
  • Compile weekly forecasts in partnership with cross-functional teams, providing insights into variances from previous expectations.
  • Prepare monthly reporting packages for review by senior management.
  • Summarize and forecast business activities and financial standings in terms of income, expenses, and earnings.
  • Contribute to the annual and long-term planning processes.
  • Engage in budgeting and forecasting activities.
  • Develop and maintain key performance indicators and scorecards.
  • Conduct significant data extraction and ad-hoc reporting.
  • Act as a proactive business partner, offering insights based on financial projections and historical data.

Job Scope

This position requires a solid theoretical understanding of finance, typically gained through advanced education. The role involves structured work assignments under close supervision, where problem-solving is straightforward and not overly complex. The analyst will be expected to communicate policies and practices relevant to the finance domain.

Skills and Qualifications

The ideal candidate will possess:
  • Strong analytical skills with a desire to uncover root causes of issues and present information effectively to management.
  • Excellent verbal and written communication abilities, facilitating collaboration with various departments and stakeholders.
  • Proficiency in computer applications such as Outlook, PowerPoint, Access, and Excel; familiarity with SQL or similar tools is advantageous.
  • Experience in building and analyzing financial models.
  • Solid understanding of general ledger accounting and monthly closing processes.
  • Ability to review account reconciliations and perform account analyses.

Analytical Skills:
Ability to objectively assess data and identify significant trends.

Financial Acumen:
Capability to evaluate financial indicators and translate data into actionable insights.

Problem Solving:
Utilization of logical methods to devise effective solutions to challenges.

Relationship Management:
Ability to cultivate constructive relationships with a diverse range of business partners.

Experience:
Some background in a large, high-volume manufacturing environment is preferred.

Education:
A Bachelor's degree in Accounting or Finance is required; a Master's degree is a plus.

Work Environment:
Must be capable of fulfilling essential job responsibilities with or without reasonable accommodations.

Salary:
$41,100.00

Goodman Global is committed to providing equal employment opportunities to all employees and applicants, ensuring a diverse and inclusive workplace.