Financial Planning and Analyst

Job Summary

• This role is responsible for providing valuable insights and solutions for specific functions or business units. The role actively drives the forecasting process, aligning with overall business objectives and supporting policy and process enhancement. The role may act as a team or project leader, providing direction to team activities and facilitating information validation and team decision making.

Responsibilities

• Performs complex financial analysis for specific functions or business units, identifies issues and recommends solutions.
• Conducts comprehensive financial analysis for specific functions or business units, providing valuable analytics to support key business initiatives.
• Participates in cross-functional teams as a representative of the finance domain.
• Establishes and maintains relationships with business leaders to guide and influence decision-making.
• Supports policy and process enhancement, identifying opportunities for improved efficiency and organizational growth.
• Drives the forecasting process (weekly, monthly, and long term) by analyzing trends within the businesses and ensuring alignment with overall business objectives.
• Provides information and counsel in the areas of controls, budgeting, and planning, return on investment decisions, and the development of overall business plans and strategies.
• Solves difficult and complex problems with a fresh perspective, demonstrating good judgment in selecting creative solutions and managing projects independently.
• Leads moderate to high complexity projects, delivering professionally written reports, and supports the realization of operational and strategic plans.
• Provides mentoring and guidance to lower-level roles, thereby aiming to enhance individual as well as organizational performance.

Education & Experience Recommended

• Four-year or Graduate Degree in Business Administration, Economics, Finance, or any other related discipline or commensurate work experience or demonstrated competence.
• Typically has 4-7 years of work experience, preferably in financial management, internal audit, accounting, or a related field or an advanced degree with 3-5 years of work experience.

Preferred Certifications

• Certified Public Accountant (CPA)
• Certified Financial Analyst (CFA)

Knowledge & Skills

• Accounting
• Auditing
• Automation
• Corporate Finance
• Data Analysis
• Economics
• Finance
• Financial Analysis
• Financial Modeling
• Financial Planning
• Financial Services
• Financial Statements
• Generally Accepted Accounting Principles
• Internal Controls
• Investments
• Key Performance Indicators (KPIs)
• Process Improvement
• Profit And Loss (P&L) Management
• SAP Applications
• Variance Analysis

Cross-Org Skills

• Effective Communication
• Results Orientation
• Learning Agility
• Digital Fluency
• Customer Centricity

Impact & Scope

• Impacts multiple teams and may act as a team or project leader providing direction to team activities and facilitates information validation and team decision making process.

Complexity

• Responds to moderately complex issues within established guidelines.

Disclaimer

• This describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.