What are the responsibilities and job description for the Senior Financial Planning Analyst position at Truity Partners?
Senior FP&A Analyst (40800)
Our client is an organization in the Milwaukee area looking for a Senior FP&A Analyst. Our client is looking for someone with 4 years of experience, driven, and analytical. This company offers a collaborative team, flexibility, and competitive benefits. This position is hybrid.
The salary for this position is $100k - $120k.
The Senior FP&A Analyst will be responsible for, but not limited to, the following:
RESPONSIBILITIES
- Support the coordination of global financial planning and forecasting processes.
- Support the progression of forecasting to a driver-based approach, incorporating both internal and external drivers of business performance.
- Collaborate with accounting on month end results, including P&L and balance sheet activity.
- Consolidate and prepare monthly financial results, annual budget, semi-annual forecasts, and business metrics.
- Develop and prepare reports and presentations for management, summarizing company performance, trends, and improvement initiatives.
- Ad hoc financial analysis and special projects as assigned.
The Senior FP&A Analyst will possess the following:
EXPERIENCE REQUIRED
- Bachelor’s degree in accounting or finance.
- 4 years of related experience.
- Experience in industrial manufacturing or distribution environment preferred.
- Advanced degree or professional certification (e.g., CMA, CTP, FPAC) a plus.
- Demonstrate a forward-thinking and continuous improvement mindset.
- Driven and results oriented.
Equal Opportunity Employer
The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Salary : $100,000 - $120,000
