Financial Planning Specialist

6 days ago


Shelbyville, Tennessee, United States Jobot Full time

Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our dynamic team at Jobot. This is an excellent opportunity for a seasoned financial professional to apply their talents in a challenging and rewarding environment.

About the Role

This Senior Financial Analyst role plays a vital part in the financial planning and decision-making process within our organization. You will be responsible for creating financial reports, analyzing financial data, forecasting future trends, and assisting with strategic planning. Your ability to analyze financial data and make accurate projections will be critical to our company's success.

Key Responsibilities

  • Financial Analysis: Conduct complex financial analyses to determine present and future financial performance.
  • Reporting: Prepare monthly, quarterly, and annual financial reports.
  • Modeling: Develop financial models and conduct benchmarking for decision support.
  • Strategy: Improve financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management.
  • Collaboration: Coordinate with other members of the finance team to review financial information and forecasts.
  • Data Analysis: Utilize advanced Excel skills to manipulate large data sets and drive insights.
  • Ad-Hoc Analysis: Provide insightful ad-hoc analysis as needed, demonstrating problem-solving skills and the ability to multi-task.
  • Maintenance: Maintain a strong financial analysis foundation creating forecasts and models.
  • Cost Analysis: Work closely with the accounting team to ensure accurate financial reporting and decision support.

Requirements

  • Education: Bachelor's degree in Finance, Accounting, or related field.
  • Experience: A minimum of 5 years of experience in a financial analysis role.
  • Skills: Proficient in spreadsheets, databases, MS Office, and financial software applications.
  • Technical Skills: Hands-on experience with statistical analysis and statistical packages.
  • Presentation: Outstanding presentation, reporting, and communication skills.
  • Knowledge: Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis.
  • Business Environment: Well informed in current financial subjects, accounting, tax laws, money market, and business environments.
  • Data Analysis: Excellent knowledge of data analysis and forecasting models.
  • Excel: Proficiency in advanced Excel functions and formulas, including pivot tables, lookups, and complex calculations.
  • Ledger Operations: Experience with ledger operations and the general financial accounting process.
  • Project Management: Ability to work in a fast-paced environment and manage well through ambiguity and complexity.
  • Deadline: Ability to drive projects from start to finish and meet deadlines.
  • Analytical Skills: Strong analytical skills, accuracy, and attention to detail a plus.
  • Planning: Strong ability to plan, organize, and prioritize work to meet deadlines and achieve desired results.

Why Join Us?

We offer a competitive salary range of $70,000 - $80,000 per year, depending on your qualifications and experience. If you are a seasoned financial professional with a strategic mindset and a knack for numbers, we would love to meet you. Our company provides transportation and installation for large-scale industrial equipment across all sectors, offering a unique opportunity to apply your talents in a challenging and rewarding environment.



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