Senior Financial Analyst - FP&A

The Senior Financial Analyst is responsible for assisting in the day-to-day company financial planning and analysis activities that include developing financial plans (budgets/forecasts), reviewing monthly results to identify and investigate variances to plan, developing reports and presentations to explain month-end results, creating financial models to support decision making, and assisting with the monthly financial close. This position serves as a business partner, assisting PIR’s functional department owners in budget/forecast development, expense management, and policy compliance. The ability to think critically and work cross functionally to develop and execute creative solutions while keeping stakeholders organized and management informed is critical.

Essential Duties and Responsibilities

The Senior Financial Analyst focuses on driving PIR’s financial planning and analysis function with an emphasis on performance improvement, providing quality management information, and furthering good decision-making and sound financial judgment through the development of processes, analytical tools, and management reporting.

●    Serves as a subject matter expert of the financial planning and analysis function, participates in cross-functional workgroups, teams, and committees, and interacts with individuals or groups representing diverse backgrounds, interests, and points of view.

●    Demonstrates an on-going commitment to continuous improvement by suggesting policy, process, systems and/or structural enhancements that improve the quality, efficiency or effectiveness of the Finance Division’s products and services.

FINANCIAL ANALYSIS AND REPORTING

Assists in the development and implementation of financial analysis techniques, tools and concepts to promote finance-based decision-making throughout the company. Assists in the month-end close and reporting process with a strong focus on accuracy and timeliness. Serves as a valued business partner providing meaningful and relevant data and financial insights to drive results.

●    Support the month-end close process by analyzing financial results and acting as an operational business partner and liaison with applicable accounting staff to ensure the accuracy and completeness of the financials.

●    Review monthly financial results for potential misstatements, develop required accruals and adjustments, and create timely and accurate documentation of significant/non-routine accounting transactions for audit support.

●    Organize and lead monthly financial review meetings with budget owners to help identify and understand significant variances to plan.

●    Monitor established key performance indicators, highlighting trends and analyzing causes of unexpected variance. 

●    Monitor and analyze results against historical results and current year plan (budget/forecast) to understand trends, determine the cause of variances and provide guidance regarding the impact on future results.

●    Assist in preparing the consolidated Monthly Management Report, or similar monthly financial reporting package, including variance and performance analysis, for distribution to senior management team and Board of Directors.

●    Assist in the development and/or modification of financial reports, as required, to support enhanced financial reporting and planning activities.

●    Conduct research and analysis on an independent or directed basis and provide analytical support and ad hoc business modeling for various projects and initiatives.

FINANCIAL PLANNING

Supports both the short and long-term company-wide integrated budgeting and forecasting process to create meaningful, data-driven financial outlooks that guide the company and drive the achievement of financial and operational objectives.

●    Develop planning templates, supporting schedules and financial reports to improve the accuracy and consistency of the planning process and to accurately capture planning input and assumptions by budget owners.

●    Assist functional department owners in the development of the headcount, operating expense, and capital components of the planning process (forecasts, budget, and long-term plan), review submitted plans and lead department review meetings.

●    Assist FP&A team in development of plan presentations for the Board of Directors and senior management.

●    Additional duties and responsibilities as assigned.

Supervision Received and Exercised

Position works under general supervision from the Sr. Manager, Financial Planning & Analysis.

Minimum Education and Experience Requirements

●    Bachelor’s degree in finance, accounting, or related field. Master’s degree and/or CPA, CFA or equivalent certification preferred but not required.

●    3-5 years of financial planning and analysis experience preferably in a similar non-profit and/or for-profit subscription-based revenue environment.

●    Strong understanding of standard financial reports and fundamental accounting and finance principles.

●    Strong analytical/modeling skills and experience executing budgeting and strategic planning processes.

●    Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Experience with IBM Cognos Planning Analytics preferred. Familiarity with data query/visualization tools is a plus.

Knowledge, Skills and Abilities Requirements

●    Adaptability: Ensures effective performance when faced with ambiguity, changing environments and demands.

●    Analytic Skills: Ability to think objectively and interpret meaningful themes from quantitative and qualitative data and strong stewardship of confidential and/or sensitive information.

●    Communication Skills: Demonstrated ability to clearly communicate complex financial data and concepts in a concise manner (written & oral including presentations) to a variety of audiences (internal customers, 3rd parties, peers and upper management) as well as excellent listening and comprehension skills.

●    Ethics: Treats people with respect, keeps commitments, inspires the trust of others, works with integrity and upholds company values.

●    Financial and Business Acumen: Ability to evaluate financial and business indicators and translate data into actionable information to drive results.

●    Influencing and Negotiation: Ability to influence at all levels, as well as demonstrated ability to work effectively within a team and be assertive in driving successful management strategies.

●    Innovation: Able to identify, analyze, recommend and implement process improvements including optimization of technology.

●    Planning and Priority Setting: Demonstrates an ability to set objectives and goals and organize work appropriately to meet and exceed goals.  Strong sense of initiative, independence, closure, and ability to navigate multiple priorities in a deadline driven environment.

●    Presentation Skills: Effective in a variety of presentation settings (one-on-one, small and large groups) and with peers and management team members.

●    Problem Solving & Decision Quality: Able to use rigorous logic and methods to solve problems with effective, efficient and creative solutions.

●    Relationship Management: Able to build constructive and effective relationships with a broad and diverse group of business partners.

Internal and External Contacts

Internal contacts include frequent interaction and working collaboratively with cross-functional team members including Senior Management.  External contacts include but may not be limited to registry service provider and third-party vendors supporting the FP&A infrastructure.

Physical Requirements 

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

●    While performing the duties of this job, the employee is regularly required to talk and hear.

●    Ability to access information using a computer for up to 4 hours at a time.

●    Requires sitting or standing at a desk for extended periods of time.

●    Requires mobility within the office.

Work Environment.  This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones.

Reasonable Accommodation.  PIR will provide reasonable accommodation to the known physical or mental limitations of a qualified individual with a disability, unless doing so poses an undue hardship on the operation of the business.

Equal Employment Opportunity, OSHA and Harassment

Public Interest Registry (PIR) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, gender identification or genetics. In addition to federal law requirements, PIR complies with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall and transfers, leaves of absence, compensation and training.

PIR expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of PIR’s employees to perform their job duties may result in discipline up to and including discharge.

PIR provides a workplace free from recognized hazards and complies with standards, rules and regulations issued under the OSH Act.