Senior Analyst, Financial Planning

The Senior Analyst, Financial Planning & Analysis plays a critical role in the reporting and analysis of financial results and will report directly to the VP, Accounting & Controller. This role will also work closely with other members of the Leadership Team to forecast and communicate company financial performance and actual variances from expectations.

The right candidate will have the ability to analyze the key drivers of the business model, develop insightful reporting, and complete other ad hoc projects. This is an excellent opportunity to make significant contributions to the success of our growing company.

Key Roles and Responsibilities:

Annual Budgets & Monthly Forecasts

• Responsible for preparation and roll up of the Annual Budget in partnership with the Leadership Team. Requires cross-functional collaboration with other departments,
• Produce presentation packages for the Leadership Team and Parent Company Leadership.
• Prepare Quarterly Forecasts to reflect current trends in business performance and provide explanations for variances from Budget expectations.

Monthly Financial Reporting and Reviews

• Collaborate with the accounting team in the producing financial results.
• Responsible for reconciliation of variances vs. plan, prior forecast and prior year
• Assist in production of the Monthly Reporting package by preparing various slides and reviewing the entire package prior to distribution to the Leadership Team and the Board.

Prepare and Distribute Specific Daily and Weekly Reporting

• Daily sales and margin reporting for lines of business
• Weekly sales, margin and expense reporting
• Evaluation of reporting dashboards produced by other functions to ensure consistency in data published.

Performance and Process Improvement

• Analyze trends in the business and generate insights to drive business performance improvement and develop new reporting
• Drive process improvement initiatives across finance functions, and support projects to improve systems and processes across the organization
• Participate in the evaluation of BI reporting tools to be deployed across the company
• Develop and manage financial reporting dashboard including but not limited to monthly results, quarterly forecast, ROI metrics, Operational metrics

Capital Expenditure (CapEx)

• Prepare annual plan for CapEx after vetting proposals with Leadership Team members to ensure proper prioritization
• Manage the submission and financial evaluation of CapEx projects across the business prior to inception.
• Monitor spending against approved projects on a periodic basis and advise Management of variation to anticipated levels
• Evaluate the impact of new investments and prepare post-audit analysis of variances from expectations

All Other Activities

• Assist accounting team with preparation of materials for quarterly and annual audit reviews
• Assist in corporate requests (e.g., working capital and cash flow modeling, insurance, etc.) as requested
• Supports various teams within company in ad hoc projects and analyses
• Other ad hoc analysis and reporting as requested by Leadership Team members
• Supervisory Responsibilities for one direct report

Requirements

Skills Required:

• Analytic Skills:  Ability to think objectively and interpret meaningful themes from quantitative and qualitative data
• Financial and Business Acumen:  Ability to evaluate financial and business indicators and translate data into actionable information to drive results
• Problem Solving & Decision Quality:  Able to use rigorous logic and methods to solve problems with effective solutions
• Relationship Management:  Able to build constructive and effective relationships with a broad and diverse group of business partners
• Influencing and Negotiation: Ability to influence at all levels, as well as a demonstrated ability to work effectively within a team and be assertive in driving successful management strategies
• Presentation Skills:  Effective in a variety of presentation settings including one-on-one, small and large groups, and with peers and Leadership Team
• Action Oriented:  Can present ideas and directions that lead others to action
• Planning and Priority Setting:  Demonstrate an ability to set objectives and goals and organize work appropriately to meet and exceed goals. Possess strong organizational and time management skills
• Communication Skills: Demonstrates strong listening, written and oral communication skills

Qualifications:   

• Bachelors degree required in Accounting or Finance, Master's Degree a plus
• 3-5 years experience in a similar role, with a preference to experience in a service business.
• Expert Excel, MS Word and PowerPoint Skills. 
• Knowledge of Business Intelligence tools is required
• Strong analytical skills; as well as verbal and written communications skills
• Possess strong interpersonal skills to deal effectively with a wide variety of people assertively and confidently