Financial Planning Analyst (FP&A)

Financial Planning & Analysis (FP&A) Analyst

Position Overview

Sunvair Aerospace Group, with facilities in Valencia, CA and Owasso, OK is an aerospace leader specializing in landing gear and hydraulic component overhaul, avionics, HVOF, and cargo systems. Currently we are seeking an experienced, detail oriented, and high energy individual for the position of Financial Planning & Analysis Analyst reporting to the Chief Financial Officer. The Financial Planning & Analysis Analyst supports and manages the Company’s financial planning and analysis function in a fast-paced, rapidly changing environment.   Financial Planning Analyst will work on-site in either Owasso, OK or Valencia, CA areas.

You will improve upon monthly and quarterly reporting and handle the operation and cultivation of data-driven planning processes. Administer the long-range operating plans to support business initiatives, drive world class strategic and financial planning methods, and develop rolling forecast processes to ensure resources are leveraged with maximum effectiveness, as the Senior Financial Analyst. You will provide variance analysis of bookings, revenues, and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts, and monthly outlooks), while providing strategic analyses and recommendations. Make an impact in this pivotal Senior Financial Analyst position with a company that allows you access to senior leadership with strategic input. Solid accounting understanding of both P&L and Balance sheet general ledger accounts. Capable of producing three key financial statements from trial balances across multiple companies in a corporate support role. 

Essential Functions/Major Responsibilities

• Lead and own multiple businesses budgeting processes, reporting, and monitoring.

·      Produce and monitor forecasting reports 

·      Support Accounting on the monthly and quarterly financial close process

·      Collaborates closely with cross functional partners in Accounting and Operations to execute against plans

·      Decipher and resolve internal and external drivers impacting performance and trending

·      Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources

·      Monitor weekly, quarterly, and annual Area/Segment-level Bookings and P& L forecasting 

·      Provide effective Business Intelligence (BI) to provide forward-looking insight and decision support

·      Analyze performance to date and assess potential risks and opportunities

·      Establish and Monitor Financial Systems: Create, monitor, and evaluate financial systems within their organizations. They collect, analyze, verify, and report financial information to document firms' financial performance and position companies to make well-informed financial decisions.

·      Achieve Operational Objectives: Develop action plans, audit operations, and propose efficiency improvements. Lead the accounting team to provide accurate, timely data and recommendations.

·      Monitor Revenue and Expenses: Ensure financial wellbeing by tracking revenue and expenses, consolidating and analyzing financial data, preparing special reports, maintaining internal controls and other best practices, and reporting activity to internal and external customers.

·      Communication: Effectively communicate financial information to employees, location managers and Controllers. Simplify complex financial concepts, build relationships with key stakeholders, and prepare concise financial reports that accurately reflect organizations' financial health.

·      Collaborate with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization

Requirements/Characteristics

• Minimum of 5 years with advanced financial analysis, planning, forecasting and budget experience and responsibility

·      Bachelor's degree in finance, MBA is a plus

·      Experience in a production/job shop environment (or similar) with multiple operating units is required

·      Strong Microsoft Office Suite experience and a heavy focus on Excel,

·      Intellectually curious and a strong desire to understand business operations and reporting across multiple locations.

·      Able to operate in a dynamic environment with an ability to ensure accuracy of reporting, forecasting and budgeting processes

·      Service minded approach to work; interested in collaborating closely with various business leaders and site controllers to drive initiatives

Professionalism: Strong time management skills and delivers on commitments. Treats others with respect and collaborates with peers to achieve objectives.