Financial Planning Specialist

4 weeks ago


Cincinnati, Ohio, United States Kinettix Inc. Full time
Financial Analyst Position Overview

The Financial Analyst at Kinettix Inc. plays a crucial role in driving business growth through strategic financial planning, analysis, and projections. This position involves leveraging data from various sources, including Business Central, Microsoft Data Fabric, and Dispatch 1, to inform business decisions.

Key Responsibilities
  • Develop Financial Models: Create accurate and timely project risk-return analysis to ensure informed decision-making.
  • Utilize Historical Results: Analyze trends and identify business drivers to inform strategic planning.
  • Prepare Reports: Generate weekly, monthly, and quarterly consolidation management reports on solution desk and vendor development efforts.
  • Assist in Budget Preparation: Collaborate with the Director of Finance to prepare the budget and strategic plan.
  • Financial Analysis: Assist in preparing Profit and Loss and Balance Sheet analysis to inform business decisions.
  • Commentaries and Bridging Schedules: Prepare documents for budget variance analysis.
  • Identify Performance Variances: Recognize revenue drivers and business opportunities to inform strategic planning.
  • Business Forecasting: Assist in financial analysis and business forecasts to inform business decisions.
  • Corporate Reporting: Liaise with the Solution Desk and Finance for corporate reporting.
  • Monitor and Feedback: Provide feedback between proforma models (solution team) and actuals (delivery team).
  • Evaluate Cost Models: Analyze trends in all markets supported by Kinettix at various geographic levels.
  • Financial Reporting Requirements: Work with the development team to establish appropriate reporting requirements.
  • Project Involvement: Participate in other projects within the organization as needed.
  • Identify Trends: Recognize trends that may affect the health of the business in both short and long-term horizons.
Requirements
  • Undergraduate degree in Accounting: Professional certification is preferred but not required.
  • Reside in the Cincinnati region.
  • 3-5 years experience in management accounting.
  • International Travel.
  • Power BI report writing, Python, and DAX language.


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