Financial Planning Analyst

2 weeks ago


Cranberry, United States PGW Auto Glass Full time

Financial Planning Analyst - This role involves supporting the execution of financial assessments on operational outcomes and fiscal statements, as well as evaluating business strategies and cash flow to ascertain return rates and capital requirements.

Key Responsibilities:

  • Assist in the comprehensive budgeting, forecasting, and performance analysis processes.
  • Collaborate with the accounting department to enhance the accessibility and flow of financial information.
  • Develop and refine policies and procedures that promote a growth-oriented environment.
  • Prepare detailed monthly and quarterly financial analyses and forecasts to aid in the evaluation of performance and support strategic business decisions.

Work closely with business units to comprehend and optimize the factors influencing financial forecasts and budgets, ensuring accurate performance projections.

Conduct monthly variance analyses of the organization's financial statements.

Create and utilize financial models to assess the implications of financial transactions and corporate development activities that inform future business planning.

Support existing planning applications, including maintenance, dashboard creation, and report generation.

Assist in the preparation of presentations for leadership and provide essential support to management.

Engage with operational leaders, departmental heads, and regional management to drive initiatives.

Initiate and support continuous improvement projects and strategies.

Analyze external economic factors and report on their effects on business operations.

Supervisory Responsibilities: This position does not entail supervising employees.

Basic Qualifications:

  • Bachelor's degree in Business Administration, Finance, Economics, or Accounting.
  • 5+ years of relevant experience, including public accounting and/or financial analysis.

Preferred Qualifications:

  • Proficiency in Tableau, SQL, VBA, or other programming languages.
  • Experience with Oracle Fusion.

Knowledge, Skills, and Abilities:

  • Strong Excel capabilities.
  • Critical thinking and robust analytical skills.
  • Attention to detail.
  • Effective interpersonal communication skills across all organizational levels.
  • Teamwork and technical proficiency are essential.

Essential Physical Demands/Work Environment: This role is office-based, requiring prolonged periods of walking, standing, or sitting. Repetitive motion tasks on a computer may be necessary, and occasional travel may be required.



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