Financial Planning

1 week ago


Camarillo, United States Robert Half Full time
Job DescriptionJob Description

We are in search of a detail-oriented individual with expertise in Financial Planning & Analysis to become a valuable member of our team. This role will involve collaboratively working with the Chief Financial Officer and other business leaders, contributing significantly to our financial planning and analysis functions. As a member of our team, you will be expected to understand and apply financial and planning analysis, create financial models, prepare reports, and guide cost analysis processes.


Responsibilities:


• Collaborate with the Chief Financial Officer to enhance productivity and add continuous value to the company.

• Develop financial models and conduct budget and forecast development, using actual data and informed assumptions.

• Prepare various reports using tools, spreadsheets, and programs for data aggregation, calculation, and formatting, which may be scheduled or ad hoc, depending on the requirement.

• Work closely with functional business leaders to provide them with an understanding of business results and forecasts.

• Oversee the cost analysis process by enforcing financial policies and procedures and using trend analysis to inform planning, capital expenditure, and operational expense.

• Ensure confidentiality in all work initiatives and financial products.

• Conduct market research, data mining, and business intelligence when required as part of business operations, investment strategy, and other financial transactions.

• Utilize skills such as Annual Budget, Budget Processes, Budgeting - Forecasting, Financial Modeling, Forecasting & Modeling, Cash Flow Modeling, Financial Analysis, Trend Analysis, and Microsoft Excel.

• Position requires a minimum of 3 years of experience in Financial Planning & Analysis
• Proficiency in Annual Budget preparation and implementation is necessary
• Demonstrated experience with Budget Processes is required
• Proficiency in Budgeting - Forecasting is essential
• Expertise in Financial Modeling is necessary for this role
• Experience with Forecasting & Modeling is required
• Competency in Cash Flow Modeling is vital
• A strong understanding and experience in Financial Analysis is required
• Proficiency in Trend Analysis is needed for this role
• Advanced skills in Microsoft Excel are essential

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