Job Description

Job Description:

SUMMARY:

Responsible for coordinating, conducting and documenting the financial planning, forecasting, budgeting, and analysis processes, as well as providing strategic financial insights to support strategic and operational decisions.



GENERAL RESPONSIBILITIES:

• Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain complex financial models to support decision-making across the organization.
• Analyze data, prepare complex forecasts and reports, identify trends, risks, and opportunities for growth.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Evaluate potential investments, mergers, and acquisitions to support growth initiatives. Mentor and develop FP&A team members, promoting a culture of continuous learning and professional growth.
• Present financial findings and specific recommendations to management.
• Prioritize and assign tasks to ensure the team resources are used effectively and work schedules and target are timely met.
• Respond to complex, escalated inquiries and ensure financial planning and analysis projects are conducted credibly.

EDUCATION: Bachelor's degree in finance, accounting, or a related field. MBA or advanced degree is a plus. CFA preferred.



EXPERIENCE: 5 7 years of experience operating in finance planning and analysis or accounting role combined with 2 years related managerial experience.


TECHNICAL PROFICIENCY:

• Expert financial modeling and analytical skills. In-depth knowledge of accounting principles, financial statement analysis, and management reporting.
• Advance proficiency with Microsoft Office products, including Excel, Outlook, Word and PowerPoint with demonstrated project management skills and familiar with current financial management software.

COMPENTENCIES:

• Ability to communicate effectively verbally and in writing.
• Ability to establish and maintain effective working relationships.
• Ability to prepare, monitor and administer budgets, as well as the ability to perform financial analysis.
• Ability to function effectively with, or as part of a team.
• Ability to prioritize, organize and perform multiple work assignments simultaneously while meeting assigned deadlines.
• Ability to develop, improve and streamline processes to meet established goals and objectives.
• Ability to effectively manage projects that may vary in nature and scope.
• Ability to mentor, coach, train and/or supervise employees.
• Knowledge of data analysis techniques and methodology.
• Knowledge of the concepts, principles and practices of accounting, budgeting and cost control procedures.
• Knowledge of and ability to apply the concepts, principles and practices of change management.

OTHER:

• CFA level I
• XCM and Oracle with experience in FP&A

JOB SCOPE: Position impacts multiple business units/segments.



WORKING CONDITIONS: Normal office environment with little exposure to excessive noise, dust, temperature and the like. Extended use of a computer keyboard, viewing of a computer monitor and the ability to sit for long periods of time.

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