Senior FP&A Analyst

Summary 

This position is responsible for assisting with the communication, coordination, implementation, and follow-through of the overall global budget and forecast process. This position will also provide in-depth analysis and insightful and relevant recommendations for improving all areas of the company. The position requires exceptional communication skills and demands frequent interactions with all levels of the organization in all parts of the world. This individual will act in a consultative role to support budget owners as they prepare and analyze departmental budgets and comparative actual results. To be successful in the role, the analyst will have proficiency in excel modeling, financial scenario creation, and a solid grasp of financial concepts and the related impact on the financial statements. Also helpful is experience with financial planning software, data visualization software, and writing data queries with SQL.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Manage department-level budget owners and markets with preparation of their annual budgets and mid-year forecasts.

Perform financial analyses on cash flow and monthly budget vs. actual results

Analyze monthly trends of key revenue and expense drivers and recommend opportunities to enhance accuracy of forecast and budget driver logic and tools

Partner with budget owners to understand key variance drivers

Assist in preparing timely financial reports, statements, and narrative analysis for all appropriate parties

Work closely with the accounting department to understand their structure and procedures, as well as to ensure cohesion in reporting numbers 

Prioritize and finish regular workload with ad hoc requests being made 

Competencies

Oral and Written Communication

Time Management

Business Acumen

Organization

Attention to Detail

Microsoft Excel 

Knowledge, Skills, and Abilities

Experience working with global financial consolidations and multiple currencies

Experience with budget and planning tools desired, such as Data Rails or Workday Adaptive Planning

Intermediate to advanced Microsoft Excel skills

Intermediate experience with data visualization software, such as Tableau or Power BI

Ability to render complex financial analysis into concise presentations and decision frameworks

Ability to tolerate essential oils worn and diffused

Experience with budget and planning tools desired, specifically Adaptive Planning

SQL knowledge a plus

Strong ability to work independently without supervision

Ability to facilitate, negotiate, and influence at all levels of the organization

Excellent organizational skills, with extreme attention to detail and accuracy

Highly motivated by accuracy and accountability to deliver results

Required Education and Experience 

Bachelor’s degree from a four-year college or university in accounting or finance. 3-5 years of business/FP&A experience; strong understanding of income statement, balance sheet, and cash flows

Supervisory Responsibility

This position has no direct supervisory responsibility.

Work Environment

This job operates in a professional office environment. The role routinely uses standard office equipment such as a laptop, desktop, smartphone, photocopiers, shredders, and filing cabinets. The noise level in the work environment is usually moderate. Essential oils are worn and/or diffused in the work environment.

Physical Demands

The physical demands 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 required to use manual dexterity to handle, feel, and operate objects, tools and controls, and reach with hands and arms. This individual is frequently required to stand, talk, and hear. Specific vision abilities by this job include close vision and ability to adjust focus. The employee is required to type, file and lift office supplies up to 20 pounds. The employee must be physically able to tolerate the scent of essential oils worn or diffused.

Position Type/Expected Hours of Work

This position requires the incumbent to be physically present at the assigned worksite. The regular schedule is from 8 am to 5 pm, with an hour lunch, Monday through Friday. Occasional evening and weekend work may be required as job duties demand.