Job Summary:
The Sr Financial Planning Analyst plays a crucial role in supporting the financial planning process. Helps compile, analyze, and present the company’s financial performance and financial outlook to finance leadership. Helps shape and tune financial processes.
Responsibilities:
Prepares accurate and timely reporting, demonstrating attention to detail and a commitment to the end product.
Sifts through commentary and standardized reporting to identify key drivers and synthesizes insights into company-level performance.
Creates insightful and accurate reporting tools, processes, and ad hoc analyses with a focus on clear storytelling and action-oriented output. Generates materials directly for senior management and the board of directors and interfaces with senior finance leadership.
Relentlessly drives continuous improvement. Looks for the next opportunity for efficiency and improved outcomes.
Works with director of global financial planning to plan, execute, and analyze global forecasting processes, including the long-range plan, budget, and quarterly forecasts and guidance.
Interfaces with finance and business partners across the company to articulate and monitor corporate deliverables.
Manages system processes, including various allocations, reports, and forecasting tools. Serves as a super user of TM1 databases and reporting.
Monitors and forecasts overhead spending cost centers. May include direct business support of functions. Participates in cross-functional projects as needed.
Performs other duties as assigned.
Additional Requirements:
• Bachelor’s degree, applicable certification or equivalent experience.
• Typically requires 5-8 years of professional experience and strong competency with the various tools, systems, or procedures required to accomplish the job.
• Bachelor’s degree in Business Administration, Finance, related field, or equivalent
• 3+ years experience focused on financial forecasting, analysis, and processes with demonstrated organizational and communication abilities
• Advanced problem-solving skills with the ability to identify potential and/or existing financial issues, evaluate available options and recommend corrective action
• Demonstrated ability to create effective excel models and presentations
• Working knowledge of Generally Accepted Accounting Principles (GAAP)
• Prior experience with enterprise-level planning systems such as IBM Cognos TM1, experience with visual analytics tools, such as Power BI or Tableau, a plus
• Travel: None
• Work Schedule: Standard Hours
Career Band: Professional
Jobs on this career band have a knowledge management focus and are primarily responsible for results achieved through their own work. Requires the application of theoretical knowledge, typically gained through formal education or equivalent work experience that provides knowledge of and exposure to fundamental theories, principles and concepts of a defined profession. Jobs at higher career levels may guide small teams in their area of subject matter expertise. Jobs at the at the most senior levels of this career band set disciplinary strategy within their areas of expertise.
Criteria & Management Requirements:
• Problem Solving: Solves complex problems and develops independent creative solutions based on the evaluation of multiple options.
• Decisions: Independently analyzes issues of a diverse scope and functions with a moderate degree of autonomy. Receives minimal direction, seeks guidance for highly complex issues.
• Knowledge: In depth knowledge of principles, concepts, and theories within own discipline and working knowledge of related disciplines. Applies broader knowledge of industry standards/practices to assignments and others.
• Business Acumen: Understands best practices; is aware of the differences between the company and its competition in the supported function. Understands how their own functional area integrates with others to deliver results.
• Communication & Influence: Explains difficult or sensitive information; works to build consensus. May provide process and subject matter advice.
• Impact: Work performed will have impact on cross-functional projects beyond the department.
• Leadership: No supervisory responsibility. Acts as a resource for colleagues with less experience. May lead projects with manageable risks and resource requirements. May contribute input to the performance review of other team members.
Work Environment: Typical Office
Other Work Environment Requirements:
Typical Office: Operates in a typical office environment, routinely uses computer and other standard office equipment.
Other Physical Requirements:
Typical Office: Generally sedentary for prolonged periods, may occasionally require ability to move about or adjust/move items weighing up to 10 lbs. in all directions; Constantly requires collaboration and the ability to communicate with others to exchange information while in a typical office setting. Collaboration is generally conducted in person unless the role has been pre-approved for remote work.
This job description is not meant to be an all-inclusive list of duties and responsibilities, but constitutes a general definition of the position's scope and function in the company.