What are the responsibilities and job description for the Financial Planning and Analysis Manager position at Orion Solutions Group?
Orion Solutions Group is partnering with a global leader in supply chain logistics to add an exciting new Financial Planning and Analysis Manager to their team. This role involves working closely with various business partners, providing valuable financial insights and analysis. The ideal candidate will have strong communication and organizational skills, the ability to juggle multiple priorities, and a good sense of judgment. You’ll also collaborate with senior management, requiring a high level of professionalism and initiative.
What’s Great About This Opportunity:
- Hybrid schedule- in-office 2-3 days/week
- Competitive Salary, plus annual bonus.
- Medical, Dental, and Vision.
- 401k with a company match.
- Vacation.
- Commuter Benefits
- Flexible Spending Accounts.
- Tuition Assistance Program.
Responsibilities:
- Extract financial data and analyze results of studies to identify trends and variances to provide recommendations for improvement.
- Develop and maintain financial and operational KPI reports in Power BI dashboards to support the organization’s accounting function.
- Participate in monthly analysis of results and forecasts.
- Assist in annual budgeting and planning by preparing budget documents, creating forecasts, and supporting business units with formatting requirements.
- Review monthly financial reports, analyze variances, and recommend actions to capitalize on positive trends or address negative ones.
- Validate financial forecasts, coordinate with the corporate financial analysis team, and support capital investment evaluations.
- Lead or assist in special projects to drive operational improvements and enhance the quality of financial data across business units.
Qualifications:
- Bachelor’s Degree in Accounting, Finance, Business Administration, or related field.
- Minimum of 4 years of experience in financial analysis, with a strong preference for experience in accounting and financial analysis within logistics operations.
- 1-2 years of supervisory or managerial experience required.
- A CPA designation or MBA degree is a strong plus
- Proficient in MS Office Suite, specifically Excel and PowerPoint.
- Working knowledge of operational ERP systems such as Workday or MS Dynamics 365, and Power BI preferred.
