The Financial Planning and Analysis Analyst 3 is responsible for budgeting planning forecasting and analysis of financial information. This position drafts and updates policies and procedures related to budget process and delivers training to managers on budgeting software and procedures.
What you will be doing
Coordinate, prepare and manage all aspects of budgeting and planning, this includes the income statement, balance sheet and cash flow statement
Prepare re-forecasted financial plans monthly or as required by management
Meet with managers to review results and update forecasts monthly. Research and document monthly variance analysis.
Draft, update and maintain budget and planning policies and procedures necessary to ensure Sarbanes-Oxley compliance
Prepare and deliver training on budgeting software and processes to appropriate personnel throughout the company
Prepares monthly, quarterly, and year-end financials with appropriate footnotes
Assist the Finance team in the evaluation of various financial opportunities such as the due diligence of an acquisition or merger
Reports on and defines relevant metrics that are useful to managers in making business decisions
Provide ad-hoc complex analysis of or assistance with any other financial related projects as deemed appropriate by management
Provide guidance to other team members
What will make you successful
Bachelor’s degree in Accounting or Finance or equivalent experience
5-8 years of experience in public accounting or corporate budget and planning
Proficient with Microsoft Windows and Microsoft Office Suite
Strong analytical and problem solving skills
Ability to prioritize while paying great attention to detail is critical
Highly organized and experience in multi-tasking
Speak or write with ease, clarity and impact, using a communication style appropriate to the subject and the audience
Sharp, fast learner with a technology curiosity and aptitude
Ability to work in a flexible, fast-paced environment
Ability to provide exceptional follow through and be customer-service driven
Strong interpersonal skills
Ability to work independently and in a team environment
Attentive to detail, as demonstrated by regularly verifying all work thoroughly to ensure accuracy
Self-motivated with the ability to manage projects to completion
Strong collaborative skills, applied successfully within team as well as with other areas
Or an equivalent combination of education and experience sufficient to successfully perform the principal duties of the job