Lead, Financial Planning & Analysis

SUMMARY The Lead, Financial Planning & Analysis (FP&A) works closely with the FP&A Director in supporting the financial planning activities of the organization including budget, month end and variance analysis processes. Responsibilities:   Manage and maintain department budgets, rolling forecasts, and cost-benefit analysis that aligns with the business’s strategic objectives. Partner with business owners to consistently ensure projections are updated for business trends. Manage and enhance the implementation and utilization of Workday Adaptive Planning to streamline budgeting, planning, forecasting and variance analysis processes. Assist the Director, FP&A in the development of the yearly budget in accordance with the timelines. Assist the Director, FP&A in completing the comparative Margin report by adding the budget, and prior years comparison. Prepare journal entries for accruals, re-classes, and other necessary duties in connection with the monthly closing process. ·         Other duties and projects as assigned. Education & Experience Requirements Bachelor’s degree in finance, accounting or business administration field; or equivalent relevant experience A minimum of five (5) years of professional experience in the FP&A team is a must. Demonstrated experience in budget creation, report generation, financial and operations analytics. For-profit or association experience preferred. Knowledge, Skills & Abilities Excellent analytical aptitude with a proven ability to analyze/interpret data, including financial statements. Strong ability to multi-task and adhere to tight deadlines. Proven expertise in utilizing Workday Adaptive Planning for budgeting, forecasting and financial modeling. Excellent decision-making, problem-solving, interpersonal, verbal, presentation, and written communication skills. Advanced Microsoft Office software applications skills—MS Word, Excel, Access, PowerPoint. Ability to work collaboratively, communicate effectively and build consensus across teams and various levels of management. Commitment to high standards, customer service, integrity, and ethics. Self-motivated, with a sense of autonomy, initiative, and responsibility. Experience with financial software NetSuite preferred. Additional Notes Physical Requirements Must be able to perform essential duties satisfactorily with reasonable accommodations. Work is generally done sitting, talking, hearing, and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading. Work environment Work is regularly performed in a combination of office and conference settings and routinely uses standard office equipment. #LI- Hybrid  The hiring range for this position is $90,000 to $115,000 per year. This range is an estimate and the actual salary may vary based on the candidate's experience, skills, and qualifications. SHRM offers a competitive and comprehensive total rewards package. The benefits for this position include professional growth and development, health, dental, vision, well-being, health savings, flexible spending, retirement, open leave, and annual discretionary bonus and incentives.

Salary : $90,000 - $115,000