Financial Planning & Analysis Leader
Financial Planning & Analysis Leader
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Job Description
A Financial Planning & Analysis (FP&A) Leader at The Helper Bees manages forecasting functions for the Company reporting to the CFO. This includes analysis in decision-making in all matters operational financial and strategic. FP&As is a central liaison between the corporate and operations teams. As such FP&A interfaces with all levels inside and outside of the company including the executive management.
Success requires a strong analytical mindset with technical ability and excellent people skills. The forecasts and analyses they generate inform management on the progress and effectiveness of the Company Strategies and investments. They also enable management to effectively communicate with external stakeholders
Job Duties:
- Working with Management to build budgets and forecasts including development of a rolling 12 month forecast (for the near term - 1 yr. and the long term - 5 yrs.) This will also include scenarios and modeling based on these budgets and forecasts.
- Variance Analysis to show management how the budget and/or rolling forecast compares against actual performance
- Monthly Consolidated Reporting
- Monitor Key Metrics and identify the cause of any unexpected variances
- Analyze the trends of Key Performance Indicators (KPIs) especially relating to financial metrics such as sales expenditures and profit margin.
- FP&A is in frequent contact with all areas of the enterprise including operations sales marketing treasury and accounting.
- Implement a business intelligence tool and dashboard reports (for example - FP&A Software)
- Decision support Support management team and the Heads of Department with data-driven analysis
- Process Optimization Identify and understand business challenges; propose and create solutions (or support these processes)
- Special projects Support (M&A Process Optimization Market Research Capital Allocation etc.)
- Business Case financial support
Supervisory Responsibilities:
- None
Skills/Abilities:
- Detail-oriented and thorough
- Strong analytical mindset with technical ability
- Excellent people skills with colleagues at all levels - both inside and outside of the Company
- Flexibility and willingness to perform a variety of related tasks including data entry mathematical analysis and organization and maintenance of historical records
- Strong technical accounting and/or finance knowledge including a working knowledge of cost accounting and management accounting/analysis
- Highly Proficient with
- FP&A Software (Datarails experience is a plus)
- Accounting software applications (QuickBooks NetSuite etc)
- Microsoft Office Suite (Excel Word Outlook PowerPoint) or similar software (for example equivalent Google and/or Apple products)
Education and Experience:
- Bachelors degree in Finance or Accounting required. MBA in Business Accounting or Finance is a huge plus..
- Experience with FP&A software and with Quickbooks is essential to the role. (Datarails FP&A experience is a plus).
- Minimum Five (5) years work experience in FP&A required
Physical Requirements:
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
The Helper Bees is committed to building a workplace where diversity equity and inclusion is valued and prioritized. We are an equal opportunity employer that welcomes all qualified applicants without discrimination on the basis of race religion color national origin gender sexual orientation age martial status veteran status disability status or any non-merit based or legally protected grounds.
The Helper Bees provides reasonable accommodations to qualified individuals with disabilities during the job application and interview process. To request an accommodation please let your recruiter know.
Employment Type
Full-Time
