Job title : Senior Financial Planning & Analysis Analyst
Job Number :
Division : Accounting
The Senior Financial Planning & Analysis Analyst contributes to the analysis and interpretation of financial results for the Company. We are seeking an experienced, self-motivated individual to join a team of analysts in our corporate office in Daytona Beach, FL. This person will serve as a key player in developing company financial plans and provide analytical support to help drive the company’s initiatives and continued growth. This role supports the CFO & Executive Team, Director and Managers of Operations-Finance and Regional Management to provide financial analysis of budgets, forecasts and results. This person will also help to identify risks and opportunities, while driving continuous improvement and contingency planning. The right individual for this role has a passion for excellence, great attention to detail and a proven ability to develop relationships with stakeholders across the organization.
Analysis & Reporting -Responsible for monthly, full year forecast within a national, multi-location, publicly reported company with multiple product offerings and lines of business. Responsibility includes sales, OP variance and profit improvement analysis. -Prepare detailed analysis measuring key business drivers, company metrics and financial performance. -Create accurate reports, analyses, financial models etc. to examine key needs, variances and opportunities on behalf of management and other internal customers. -Determine key drivers impacting company income statements, balance sheets, and statements of cash flow. -Perform market-specific economic research to identify major business trends and analyze issues impacting company financial and operational performance. -Responsible for helping gather and analyze financial and statistical data. -Evaluate project viability including ROI and capital investment analysis. -Participate in the monthly financial close process as necessary.
Planning -Integral to the development and completion of the forecast, budget, and strategic planning processes. -Analyze and evaluate expected drivers of future company performance, as well as known risks and opportunities that may significantly impact future results. -Work with management team to develop specific portions of the annual and long range financial plans as directed. -Consolidate forecast and budget spreadsheets. -Ensure successful financial plan submittals via reporting tools and presentations.
Other -A successful candidate is able to recognize and adjust to change, create disciplined processes, and act as an independent decision maker who will utilize team collaboration. -Participate in ad hoc analysis and special projects as necessary. -Maintain awareness of relevant department service level agreements (SLAs) and works to ensure agreements are met. -Maintain confidentiality regarding company programs, activities, and records. Identify continuous improvement opportunities and develop plans to impact the speed, accuracy, and efficiency of company processes. -Summarize and prepare presentation material and supporting information for use in management communications. -Provide analytical guidance to other associates as necessary.
Supervisory or Management Responsibility – Not responsible for supervising (hiring, firing, performance reviews or corrective action) others.
Budget Responsibility – Has no budget responsibility.
Decision-Making Level and Scope – Decisions may affect a work unit or area within a division/department. May contribute to business and operational decisions that affect the division/department.
Independence of Action – Work progress is monitored by supervisor/manager. Follows precedents and procedures. May set priorities and organize work within general guidelines established by supervisor/manager who is available to resolve problems.
Any other duty, task or responsibility as assigned
EDUCATION AND CERTIFICATIONS
Minimum Degree: Bachelor’s Degree, MBA preferred
Course of study: Finance, Accounting, or Economics
Special Certification or Licensing: CPA or CFA preferred
Special Requirements: May work beyond normal company hours due to business/customer need.
Minimum experience: 3-5 years
Legal Age Requirements: At least 18 years of age
-Achievement/Effort – Establishes and maintains personally challenging achievement goals and exerts effort toward mastering tasks.
-Adaptability/Flexibility - Open to change (positive or negative) and to considerable variety in the workplace.
-Analytical Thinking – Analyzes information and uses logic to address work-related issues and problems.
-Attention to Detail – Careful about detail and thorough in completing work tasks.
-Dependability – Reliable, responsible, and dependable, and fulfilling obligations.
-Stress Tolerance – Accepts criticism and deals calmly and effectively with high stress situations.
-Teamwork – Works well with and supports other people in the accomplishment of business goals
-Time Management – Manages one's own time and the time of others.
-Oral Communication – Talks to others to convey information effectively.
-Written Communication – Communicates effectively in writing as appropriate for the needs of the audience.
-Technology Skills – Proficient in Microsoft Windows, Word, Excel; knowledgeable of ERP applications (preferably Oracle)
-Analysis and Presentation of Data – Demonstrates ability to take complex data and synthesize it in the context of budgeting, forecasting, and ad hoc analysis. Prepares analytical reports with objectivity, conciseness, and clarity; verifies and validates source data and conclusions for accuracy and reasonableness. Prepares and communicates objective, concise, comprehensive, and accurate information. Provides risk and opportunity commentary for projections regarding financial performance/financial condition.
-Accounting and Reporting – Demonstrates and applies an understanding of basic accounting principles. Understands the role of accounting in the organization and its impact on the overall financial operation. Adheres to appropriate policies, procedures and work instructions as appropriate to role.
-Critical Financial Thinking and Decision Support – Able to identify alternatives, uses appropriate financial modeling techniques and scenario planning for decision making. Uses data and supporting information to make critical financial decisions. Links data, knowledge, experience, and insight within the financial disciplines of Client to provide information to decision makers. Able to critically interpret and evaluate financial aspects of business propositions prepared by vendors and business units.
Type of Travel Required: National
Amount of Travel Required: <10%
Work is performed in a typical office environment and may require standing, bending, lifting of boxes or packages under 10 lbs., and sitting for long periods of time.
Work requires regularly inputting/retrieving words or data into or from an automated/computer system.
Client promotes an environment that offers a challenge, creates opportunities, fosters enthusiasm, maximizes full potential and rewards talent. We realize our employees are our most valued resource which is why we offer a variety of benefits including competitive compensation, comprehensive health, dental, vision coverage, paid holidays, paid time off, 401 (k) retirement plan, tuition reimbursement, employee assistance program services, flexible spending account (FSA), life insurance, short term and long term disability, discounted gym membership and a host of other discounts. Our goal is to promote a healthy work/life balance.