The #1 Site for Finance Jobs - search all Finance jobs.
I2w0r45yq2d1764hhzk

Senior Financial Planning Analyst

Description

JOB SUMMARY
The Senior Financial Planning Analyst is responsible for highly complex studies, reports, and analyses in areas such as budgets, financial modeling, forecasts and financial plans. Analyzes key business trends, actual versus plan variances, as well as other financial indicators, in order to develop presentations to influence decisions.

PRIMARY RESPONSIBILITIES

• Collaborate with business partners across business units to classify, quantify, and/or forecast business metrics risks by providing reliable, accurate, comparable and timely information.

• Define and build internal processes to consolidate FPA support across all business units.

• Prepare monthly management reporting packages that includes analysis of key business trends and actual versus plan variances, including comprehensive explanations of differences as well as the impact of business drivers to budget/forecast.

• Support automation and enterprise consolidation of data used in monthly, quarterly, and annual performance reports.

• Assess quality and integrity of data collected, analysis performed, and reports generated.

• Run simulations on various what-if scenarios using insight and critical thinking to evaluate and recommend solutions.

• Assist in developing forecasting models.

• Collect budget, quarterly and midyear forecasts and other financial information; interpret, summarize, and upload forecast information to financial systems to provide information about profit and loss.

• Develop financial controls, procedures, systems, and forecasting techniques to evaluate contract/program status and ensure compliance with government and customer requirements. Identify additional requirements or necessary changes and develop and implement appropriate course of action.

• Articulate findings on a regular basis to management.

• Design, develop and produce standard monthly, quarterly, and annual performance analytics.

• Produce routine and ad hoc financial operational models to support senior management in decision making.

• Develop and implement process or procedural changes, including training documentation and presentation to other organizations.

• Collaborate with other departments and/or client in special projects as required.
Promote the Companys mission, vision, objectives and strategies, offering and receiving feedback, and leading others. Comply with all Company policies and administrative processes. Support the CFO and Controller in other functions as deemed necessary, based on the Companys evolution.

QUALIFICATIONS

• Bachelors Degree in Business, Accounting or Finance.

• MBA preferred.

• Minimum 8 years of FPA experience.

• CFA, FPA, CPA certification preferred.

Requirements

 

Job Snapshot

Location US-PR-Guaynabo
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance, Other
Apply

Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-PR-Guaynabo
Snapshot
Creative Financial Staffing
Company:
US-PR-Guaynabo
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance, Other
Store Type:

Description

JOB SUMMARY
The Senior Financial Planning Analyst is responsible for highly complex studies, reports, and analyses in areas such as budgets, financial modeling, forecasts and financial plans. Analyzes key business trends, actual versus plan variances, as well as other financial indicators, in order to develop presentations to influence decisions.

PRIMARY RESPONSIBILITIES

• Collaborate with business partners across business units to classify, quantify, and/or forecast business metrics risks by providing reliable, accurate, comparable and timely information.

• Define and build internal processes to consolidate FPA support across all business units.

• Prepare monthly management reporting packages that includes analysis of key business trends and actual versus plan variances, including comprehensive explanations of differences as well as the impact of business drivers to budget/forecast.

• Support automation and enterprise consolidation of data used in monthly, quarterly, and annual performance reports.

• Assess quality and integrity of data collected, analysis performed, and reports generated.

• Run simulations on various what-if scenarios using insight and critical thinking to evaluate and recommend solutions.

• Assist in developing forecasting models.

• Collect budget, quarterly and midyear forecasts and other financial information; interpret, summarize, and upload forecast information to financial systems to provide information about profit and loss.

• Develop financial controls, procedures, systems, and forecasting techniques to evaluate contract/program status and ensure compliance with government and customer requirements. Identify additional requirements or necessary changes and develop and implement appropriate course of action.

• Articulate findings on a regular basis to management.

• Design, develop and produce standard monthly, quarterly, and annual performance analytics.

• Produce routine and ad hoc financial operational models to support senior management in decision making.

• Develop and implement process or procedural changes, including training documentation and presentation to other organizations.

• Collaborate with other departments and/or client in special projects as required.
Promote the Companys mission, vision, objectives and strategies, offering and receiving feedback, and leading others. Comply with all Company policies and administrative processes. Support the CFO and Controller in other functions as deemed necessary, based on the Companys evolution.

QUALIFICATIONS

• Bachelors Degree in Business, Accounting or Finance.

• MBA preferred.

• Minimum 8 years of FPA experience.

• CFA, FPA, CPA certification preferred.

Requirements

 
MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Senior Financial Planning Analyst Apply now