Demo

Financial Planning and Business Intelligence Analyst

the ASSURANCE group
Wharton, NJ Full Time
POSTED ON 3/18/2025
AVAILABLE BEFORE 4/17/2025

The ASSURANCE group seeks an experienced Financial Planning & Analysis Specialist to join their team. This full-time on-site role will be hands-on providing timely and accurate financial reporting, analysis, and forecasting.

The Financial Planning & Analysis Specialist will work under the direction of the CFO and provide FP&A support to all operating areas of the business. Additionally, this role will be integral to enhancing the efficient reporting and use of financial data, daily metrics, and KPIs across the company.

Duties/Responsibilities:

  • Prepare monthly financial statements and financial reports, coordinating with division accounting teams to provide analysis and insight to company management.
  • Prepare weekly consolidated cash flow forecast and variance analysis.
  • Develop operating metrics and KPIs to include regular reporting to company management.
  • Coordinate the annual budget and quarterly forecast process across multiple divisions.
  • Support quarterly business reviews with cross-functional division teams.
  • Develop and maintain a data warehouse for operational and financial reporting to include consolidation of acquired companies and pro forma historical data.
  • Ad-hoc reports and analytical projects as requested.

Required Experience and Abilities:

  • Bachelor's degree in business, finance, accounting, or data analytics.
  • Minimum of five years of prior experience in finance or business analyst roles.
  • Strong analytical skills required, including advanced Excel, data warehouse queries, Power BI report development, and PowerPoint.
  • Business acumen with an understanding of P&L, EBITDA, and working capital.
  • Manufacturing experience preferred.

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