Financial Planning Analyst (FP&A II)

Job overview

This role plays a critical role in maximizing growth, profitability and risk mitigation for Hutson Inc.’s dealership operations. This position reports directly to the CFO to conduct detailed financial planning, market forecasting, and other research analysis to support the company’s financial and cash forecasting.

Responsibilities

Budgeting and Forecasting

• Annual Budgeting - lead the annual budgeting process by coordinating with various departments to set financial targets, allocate resources, and align the budget with the overall strategic objectives of the organization.
• Rolling Forecasts - implement rolling forecasts to constantly update expectations based on recent performance data and evolving market conditions. This dynamic approach helps organizations stay agile and adjust plans proactively.
• Scenario Planning - create multiple financial scenarios (best-case, worst-case, and most-likely scenarios) to evaluate potential impacts of market changes, economic shifts, or internal developments.

Performance Analysis and Variance Analysis

• Actual vs. Budget Analysis - analyze the differences between budgeted targets and actual financial performance to identify areas where the company is underperforming or exceeding expectations.
• KPI Measurement - develop dashboards and reports to track Key Performance Indicators (KPIs) such as revenue growth, profit margins, operating expenses, and cash flow metrics.
• Trend Analysis - identify trends, seasonal patterns, and anomalies. Shape

Financial Analysis and Reporting

• Management Reporting - create detailed management reports and presentations that summarize the financial health of the organization, highlight key insights, and inform executive decisions.
• Financial Modeling - creating robust financial models to simulate various business scenarios, analyzing potential outcomes of strategic initiatives, and support investment or capital allocation decisions.
• Ad Hoc Analysis - perform specialized analyses to support strategic projects, mergers and acquisitions, or new product launches.

Cash Flow Analysis and Capital Management

• Cash Flow Forecasting - model cash flow scenarios, manage working capital, and plan for capital requirements so that the company can meet its obligations while investing in growth opportunities.
• Capital Allocation - prioritize projects and investments based on their expected returns and alignment with the overall corporate strategy, thereby ensuring that capital is deployed in ways that maximize shareholder value.

Cost Analysis and Process Improvement

• Cost Management - identify cost drivers and recommend methods to reduce expenses without compromising quality or growth.
• Process Optimization - review and refine financial planning processes and reporting methodologies. Leveraging technology and automation (e.g., advanced analytics, business intelligence tools) enhances accuracy and speeds up decision-making.
• Benchmarking – Compare the company’s performance against industry peers helps identify best practices and areas for improvement.

Communication and Cross-Functional Collaboration

• Stakeholder Engagement - communicate financial insights effectively with senior leadership, department heads, investors, and board members, translating complex data into clear and actionable recommendations.
• Supporting Strategic Initiatives – support cross-functional projects, providing the financial perspective needed to assess the feasibility of new initiatives and ensuring that all parts of the organization are aligned with the strategic goals.
• Advisory Role – Act as a trusted advisor, help business leaders understand the financial implications of their decisions, enabling more informed, data-driven decision-making that enhances overall business performance.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA/CMA is a plus.
• Minimum 2-4 years of experience in financial analysis.
• Experience owning FP&A processes and preparing monthly business review materials
• Advanced Excel skills (e.g., pivot tables, formulas, lookups, analytics, and effective model building).
• Solid understanding of income statement & balance sheet with extensive understanding of cash flow measures, and how each interrelates.
• Knowledge and background of general accounting, financial analysis and forecasting.
• Attention to detail and ability to reconcile complex data sets. Analyses and reports must tie out to source data.
• A critical eye with strong problem solving and communication skills.
• Ability to present complex data sets in a simple, easy to understand way. Ability to navigate system-limitation obstacles to create value-added reports.
• Ability to multi-task, establish priorities and organize efficiently. Ability to coordinate efforts across a complex multi-plant environment.
• Hands-on experience with the systems listed below is a plus: Power BI and business intelligence tools.

Additional requirements

General Physical Requirements:

• Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.
• Balancing, Stooping, Crouching, Reaching, Standing, Walking, Grasping, Feeling, Talking, Hearing, and Repetitive Motions
• Visual Acuity:
• The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; expansive reading.

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