What are the responsibilities and job description for the FP&A Analyst II position at Shift Digital?
FP&A Analyst l
Corporate FP&A is a critical function for Shift Digital, sitting at the center of the broader finance team to help the CFO, Shift Digital’s executive leadership and board gain financial visibility and insights on the business. The Financial Planning and Analysis team runs Shift Digital’s financial processes, including annual budgeting and planning, annual (updated monthly) forecasts, contract related financial modeling, and helps architect the financial information flow across the business needed for dynamic business partnerships. Corporate FP&A sets the parameters and forecast/budget processes for the finance team, partners closely with operations to set guidance and help tell the Shift Digital story through the numbers, and partners with all departments on generating needed decision support data to fully understand what drives financial performance.
As a member of the FP&A team, you will report directly to the FP&A Senior Analyst - Performance, working with partners across the finance team and company leadership to meet and exceed established goals.
JOB RESPONSIBILITIES
- Support various financial processes including; forecasting, budget planning, performance reporting, contract financial modeling, and others
- Support Collaboration across all levels of the company, and assist in managing and developing metrics to track company-wide trends
- Support ad hoc projects and help define business system improvements to support Shift’s growth
- Assist in gathering information support for financial analysis and commentary to key partners including Shift’s board, CEO, CFO, executive leadership, and program managers
- Understand how to operate and work within Shift’s various financial systems
- Support FP&A team members in monthly forecast updates
- Assist in gathering information to complete monthly variance analysis at the consolidated company, entity, revenue stream, department, customer, and product levels
- Dive deeply into financial data and become a product/service level expert to provide additional insights to the broader FP&A team
KNOWLEDGE AND REQUIRED SKILLS
- 3-5 years’ experience in FP&A or similar position, with emphasis on forecasting, financial analysis, and financial modeling
- Experience in various finance systems including, Excel, Word, PowerPoint, NetSuite, PBCS, Power BI, and Salesforce
- A Bachelors Degree is required
- Excellent verbal and written communication skills and ability to create strong relationships across the organization
- Comfortable in a fast pace, entrepreneurial driven, growth oriented, dynamic company environment
- Ability to manage multiple deadlines
- Strong analytical skills with the ability to collect, manipulate, analyze, and disseminate significant amounts of information with attention to detail and accuracy
- Strong interpersonal skills, and the ability to work well with partners at all levels of the company
- Work product requires a high degree of accuracy and attention to detail
- Persistence and strong problem-solving skills
