Senior Analyst, Financial Planning & Analysis

Position Summary

The Senior Analyst, FP&A is responsible for conducting detailed financial and non-financial analysis that helps drive revenue growth, increased profitability, process efficiency, and reduced costs.

Primary Responsibilities

• Develop, perform, and manage the analyses of financial and performance measures.
• Use analytical outputs to formulate and present recommendations to senior leadership.
• Develop management reports, metrics, and analytics.
• Complete short-term and long-term forecast.
• Drive the annual budgeting process.
• Model cash flow requirements.
• Partner with all departments to complete the analysis of capital expenditure plans.
• Prepare quarterly financial reports and board materials.
• Complete monthly and quarterly covenant reporting.
• Identify financial and operational trends in business products lines.
• Complete data querying as a precursor to analysis.
• Interact with interdepartmental management of all levels to facilitate analysis.
• Assist with the monthly close process as required.
• Perform other related duties as assigned.

Knowledge, Skills, and Behaviors

• Expert level user in Microsoft Excel, including use of pivot tables and vlookup and other formulas.
• Proven strong project management, analytical, and process improvement skills.
• Ability to solve problems, prioritize, and multi-task in a fast-paced deadline-driven environment.
• Possess exceptional written and verbal communication skills.
• Exceptional attention to detail.
• Able to perform quantitative analysis using appropriate analytical tools.
• Ability to work successfully in a team environment as well as independently.
• Proficient in all Microsoft Office Applications.

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics or equivalent required. BA/MA/MS in business related discipline preferred.
• 3+ years' work experience in areas such as reporting, financial planning and analysis, business analytics, and financial modeling.
• CMA or CFA preferred.

Work Environment and Physical Demands

• Duties are performed in a typical office environment while sitting at a desk or computer table. Duties require the ability to use a computer, communicate over the telephone, and read printed material.
• Duties may require being on call periodically and working outside normal working hours (evenings and weekends).
• Duties may require the ability to lift up to 20 lbs.