About the job
Purpose of Job
The Senior Financial Planning Analyst will join our FP&A team and deliver comprehensive financial analysis, reporting, and insights to evaluate and forecast business performance, while driving informed strategic decisions. This role will be responsible for tracking Business Unit or department financials, conducting variance analysis, contributing to monthly forecasts and the annual budgeting process, evaluating operational performance indicators, identifying issues or concerns, and making recommendations to management.
Job Description
- Prepare monthly Business Unit P&Ls, perform variance analysis, and identify key business drivers.
- Develop financial modeling to support financial forecast and business planning processes.
- Track departmental expenses across operational and support functions.
- Provide cost analysis and recommendations to help the business optimize the effectiveness and efficiency of processes and expenditures.
- Communicate monthly performance updates to the management team, including Top Management, Business Units, and Department Heads.
- Identify and implement process improvements to streamline financial planning, reporting, and analysis functions.
- Support annual budgeting, collaborating with department heads and preparing results for management review.
- Maintain and update the financial reporting systems structure, ensuring system mapping and structure are proactively optimized.
- Assist in creating reporting packages for senior leadership.
- Perform other financial analysis duties as assigned by Finance leadership.
Job Requirements
- BA/BS in Accounting, Finance, Economics, or a related field. MBA preferred.
- 3+ years of Accounting/Finance experience.
- Experience in financial planning within Operations and/or Business is highly desirable.
- Managerial accounting experience is a plus.
- Strong quantitative and analytical abilities.
- In-depth knowledge of Business Unit P&L accounting practices, including expense allocation.
- Proficiency in Excel, PowerPoint, and Word.
- Familiarity with SAP, Workday, or similar financial reporting and forecasting systems.
- Strong verbal and written communication skills, with the ability to deliver effective presentations. Ability to manage multiple projects and meet deadlines while interacting with various levels of management.
Essential Mental & Physical Function
N/A
Supervisor Responsibilities
N/A
Language Skills
Must be able to read and understand English
Work Environment
Standard office working environment
Travel Requirements
N/A