Financial Planning Analyst

Essential Duties and responsibilities

• Responsible for collecting organizing analyzing interpreting and communicating financial data in a meaningful way.
• Support the month-end financial reporting process including preliminary report generation ensuring accurate closing of monthly financials and conducting post-close variance analysis of actual vs. forecasted results.
• Key resource in the planning and execution of the corporate forecasting process including the annual budget and long-range planning.
• Provide operational and business insight for key metrics across multiple functional areas.
• Analyze track and report on all assigned costs and/or revenue in comparison to approved planning/forecasting benchmarks. Drive efficiencies in data collection and improve the structure and associated update time of existing spreadsheets.
• Various ad-hoc projects as assigned by the manager.

Other Duties

• Act as a financial business partner proactively identifying business issues and opportunities.
• Collaborate cross-functionally with virtual teams and communicate effectively with leadership.
• Provide effective reporting for executive presentations. Creating executive-level content and detailed presentations.
• Support Business Unit Finance Teams in Financial Planning and Analysis (FP&A) tasks.
• Manage and report on the annual budget conduct monthly and quarterly analyses and contribute to the 3-year Vision and Strategy Process.
• Conduct ad-hoc analyses as required.
• Financial reporting expertise: Understand the business determine the type(s) of reports needed work with contacts to automate reports understand what the results indicate and clearly articulate insights through written and verbal communication.

Job Qualifications

Education:

• Minimum: Bachelors degree in finance accounting or economics or data analytics or 3-4 years of experience in finance accounting or consulting role

• Preferred: Masters Degree/MBA in finance or CPA accounting or economics or data analysis with 3-4 years of experience in finance accounting or consulting role

Experience Knowledge and Tools:

Minimum Experience/Knowledge: Finance accounting or consulting experience including:

• Experience supporting Technology and Development organizations.
• Ability to meet tight deadlines and deliver quality results.

Technical Skills:

• Knowledge of handling large datasets.
• Advanced Microsoft Excel spreadsheet modeling skills (pivot tables embedded IF statements VLOOKUP HLOOKUP INDEX/MATCH SUMIFS COUNTIFS etc.)
• System savvy with the ability to learn new systems quickly.
• Tagetik PowerBI and Great Plains experience is a plus.

SOFT SKILLS:

• Self-motivated works independently and manages deadlines.
• Comfortable with ambiguity:
• Guidance will be provided but this is a new area meaning not every step will be clearly defined.
• Flexibility/adaptability:
• Understand different levels of detail needed for different audiences and adapt accordingly.
• Be open to potential role changes.
• Strong written and verbal communication skills:
• Able to write documents seen at the highest levels of the company. Strong grammar spelling and general ability to write bullets is a must.

Essential Duties and responsibilities

• Responsible for collecting organizing analyzing interpreting and communicating financial data in a meaningful way.
• Support the month-end financial reporting process including preliminary report generation ensuring accurate closing of monthly financials and conducting post-close variance analysis of actual vs. forecasted results.
• Key resource in the planning and execution of the corporate forecasting process including the annual budget and long-range planning.
• Provide operational and business insight for key metrics across multiple functional areas.
• Analyze track and report on all assigned costs and/or revenue in comparison to approved planning/forecasting benchmarks. Drive efficiencies in data collection and improve the structure and associated update time of existing spreadsheets.
• Various ad-hoc projects as assigned by the manager.

Other Duties

• Act as a financial business partner proactively identifying business issues and opportunities.
• Collaborate cross-functionally with virtual teams and communicate effectively with leadership.
• Provide effective reporting for executive presentations. Creating executive-level content and detailed presentations.
• Support Business Unit Finance Teams in Financial Planning and Analysis (FP&A) tasks.
• Manage and report on the annual budget conduct monthly and quarterly analyses and contribute to the 3-year Vision and Strategy Process.
• Conduct ad-hoc analyses as required.
• Financial reporting expertise: Understand the business determine the type(s) of reports needed work with contacts to automate reports understand what the results indicate and clearly articulate insights through written and verbal communication.

Job Qualifications

Education:

• Minimum: Bachelors degree in finance accounting or economics or data analytics or 3-4 years of experience in finance accounting or consulting role

• Preferred: Masters Degree/MBA in finance or CPA accounting or economics or data analysis with 3-4 years of experience in finance accounting or consulting role

Experience Knowledge and Tools:

Minimum Experience/Knowledge: Finance accounting or consulting experience including:

• Experience supporting Technology and Development organizations.
• Ability to meet tight deadlines and deliver quality results.

Technical Skills:

• Knowledge of handling large datasets.
• Advanced Microsoft Excel spreadsheet modeling skills (pivot tables embedded IF statements VLOOKUP HLOOKUP INDEX/MATCH SUMIFS COUNTIFS etc.)
• System savvy with the ability to learn new systems quickly.
• Tagetik PowerBI and Great Plains experience is a plus.

SOFT SKILLS:

• Self-motivated works independently and manages deadlines.
• Comfortable with ambiguity:
• Guidance will be provided but this is a new area meaning not every step will be clearly defined.
• Flexibility/adaptability:
• Understand different levels of detail needed for different audiences and adapt accordingly.
• Be open to potential role changes.
• Strong written and verbal communication skills:
• Able to write documents seen at the highest levels of the company. Strong grammar spelling and general ability to write bullets is a must.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.