At UEI you will be part of a world class team that is working to innovate and revolutionize the meaning of wireless control. Whether its via chips software licenses or turnkey products we are continuing to reinvent how consumers interact with devices and services in their home.
Each day we make the connected home smarter easier to connect and use and more sustainable. Wedelight our Fortune 100 customers such as Comcast Apple Samsung Google Vivint and Daikin with ground breaking wireless technology solutions such as advanced voice-enabled remote controls cloud control solutions extreme low power Bluetooth silicon with energy harvesting capabilities smart thermostats and sensors and many other IoT solutions.
Position Summary
The Sr. Financial Planning Analyst serves as a strategic partner supporting business objectives through insightful analysis financial planning and performance reporting.
Essential Duties and Responsibilities
The duties listed below are intended only as examples of the various types of work that you may be asked to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar related or a logical assignment to this class. You may be asked to perform other duties as assigned from time to time.
Budgeting and Forecasting: Lead the budgeting process working closely with department heads and senior management to prepare accurate annual budgets and rolling forecasts. Work with accounting team to understand actual to forecast variance. Complete tasks as scheduled maintain consistency with organizational objectives and communicate financial targets clearly.
Management Reporting: Prepare and deliver insightful monthly quarterly and annual financial reporting package including variance analyses trend identification and financial metric tracking. Ensure reports are accurate timely and tailored to audience needs.
Sales Analysis: Perform sales and financial analysis based on business pipeline and project status.
Performance Management: Monitor key performance indicators (KPIs) and financial metrics ensuring visibility into performance versus plan. Develop dashboards and tools to enable data-driven decision-making.
Business Partnering: Collaborate with functional leaders in operations sales and other departments to gather input understand business drivers and provide financial guidance on critical initiatives.
Process Improvement: Identify opportunities to streamline FP&A processes implement best practices and enhance reporting accuracy and efficiency. Drive automation and digitization within the FP&A function where possible.
Team Management: Supervise coach and develop the Financial Analyst setting clear expectations providing regular feedback and supporting professional growth. Delegate tasks effectively and ensure high-quality deliverables.
Ad-hoc Analysis: Assist with ad hoc strategic and operational projects as required.
Supervisory Responsibilities List Teams/Groups
None
Qualifications - Knowledge & Experience
7 years progressive experience in finance or FP&A roles.
Advanced proficiency in Excel and financial modeling; experience with ERP and reporting tools (e.g. Oracle FCCS/Hyperion) is highly valued.
Superior analytical and quantitative skills; ability to interpret complex datasets and distill them into actionable business insights.
Advance knowledge and understanding of GAAP financial reporting standards.
Prior supervisory experience preferred.
Exceptional written and verbal communication abilities with confidence presenting to senior leadership.
High level of accuracy and attention to detail in financial analysis and reporting.
Ability to prioritize tasks and meet deadlines in a fast-paced environment.
Education Licenses & Certification
Bachelors degree in Finance Accounting Business Administration or related field
Work Conditions
4 days in office optional Flex Fridays
Physically able to participate in training sessions presentations and meetings.
Sitting for extended periods of time; Dexterity of hands and fingers to operate a computer keyboard mouse etc.