Financial Planning Senior Analyst

Job Summary

The Financial Planning and Analysis Senior Professional is responsible for supporting financial planning and analysis activities in an organization and works closely with the Financial Planning and Analysis Manager to create and implement financial models, develop forecasts and budgets, and provide strategic insights to senior management. The role monitors, analyzes, and reports on key financial and operational results, as well as identifies opportunities for improvement and supports initiatives to continuously improve financial practices and methodologies. This role also derives business value from organizational investments and contributes to driving sustainable long-term growth and profitability.

Job Responsibilities

• Assists in developing financial forecasts and budgets, creating financial models, analyzing financial data, and providing strategic insights and recommendations to senior management.
• Conducts ad-hoc financial analysis to support decision-making and identifies areas for improvement.
• Works closely with other departments, such as accounting, sales, and operations, to gather financial data and insights.
• Designs, develops, builds, and maintains complex financial models aligned to the competitive business strategy to project future financial and operational performance, and to identify optimal key performance indicator targets designed to support achievement of desired business outcomes.
• Contributes to the execution and refinement of business benefit realization discipline by working with business partners to articulate desired strategic outcomes.
• Identifies, supports, and drives initiatives to continuously improve, automate, and mature financial practices, policies, and methodologies of the financial management discipline including practices in complex financial modelling, operational and financial forecasting, budgeting, etc.
• Develops and supports implementation of various frameworks, tools, and other structures designed to provide appropriate controls, oversight, and governance over key financial and operational processes and activities.
• Engages in identification and calculation of key financial and operational targets required for achieving desired business outcomes.

Job Qualifications

• 5+ years of experience in Financial Planning Analysis or a related field.
• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field and/or commensurate experience.

Location

Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH/Chicago, IL; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH/Chicago, IL.

Behavioral Competencies

• Collaborates
• Customer focus
• Communicates effectively
• Decision quality
• Nimble learning
• Chartered Financial Analyst (CFA)

Technical Skills

• Data Modeling
• Account Analysis
• Data Analysis
• Financial Modelling
• Taxation
• Accounting Software and Tools
• Financial Planning & Analysis
• Generally Accepted Accounting Principles (GAAP)
• Risk Management
• Audit and Compliance

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.