Senior Analyst, Financial Planning and Analysis
Senior Analyst, Financial Planning and Analysis
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$ 85000 - 120000
1 Vacancy
Job Description
Position Summary:
The Financial Planning and Analysis Senior is responsible for leading and fulfilling all monthly and quarterly forecast analytics reporting and decision support to the Principal Director of Financial Planning and Analysis and key members of finance team with limited supervision. This highly visible role is responsible for coordinating the various phases of the companys planning processes including budgeting forecasting and long-range strategic planning. This individual serves as a key resource for our monthly financial operating and ad hoc business analysis. This role requires excellent attention to detail strong business acumen and a general knowledge of financial analysis techniques and methods.
Primary Responsibilities
Perform in-depth analysis of the companys operational performance metrics on a monthly quarterly and annual basis
Building models to facilitate data compilation analysis and decision-making
Performing expense trend analysis to identify areas of opportunity and properly forecast the revenues CFC compensation and expenses
Lead efforts to create department level budget tools to facilitate data compilation for better bottoms-up budgeting processes ensuring linkage to top-down efforts
Assists with developing and coordinating of headcount for planning purposes
Coordinating the monthly internal management reporting package continuously improving upon the packages contents and quality of information
Performing run rate revenue and net flows analysis by client to identify trends issues opportunities
Develop and deliver monthly financial material for Board of Directors communications
Providing decision support to CFO on a variety of projects
Flexibility to adapt and respond to dynamic business needs
Other duties as assigned
Required Qualifications:
3-7 years of relevant experience
Bachelors degree in finance/accounting; CPA and/or MBA preferred
Strong research communication and presentation skills
Strong analytic modeling skills
Strong knowledge of math and economics
Expert knowledge of MS Excel Power BI Workday Adaptive Planning and Power Point
Financial planning experience a plus
Ability to work independently and balance multiple projects/priorities
Strong work ethic
Compensation Range:
$85000-$120000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
Senior IC
Employment Type
Full-Time
