Financial Planning and Analysis Specialist - Robert Half : Job Details

Overview:

In this role, you will provide support to the FP&A team and advise senior management in an expert capacity.

Primary Responsibilities:

• with internal teams to ensure integrity of business and financial plans
• with broader FP&A teams to communicate business drivers and variances in a holistic manner
• on process improvement opportunities across all Infrastructure functions, FP&A, accounting, and other partners to improve efficiency, reporting and performance.
• with driver-based budgeting and forecasting, including preparing rolling budgets and forecasts for the income statement and balance sheet (using Hyperion)
• the enhancement of budgeting, profitability and reporting
• with corporate reporting, consolidated reporting and segment reporting
• the standup of a center of excellence for expense/revenue reporting
• detailed, interpretative financial analysis utilizing complex modeling scenarios/activities with a large amount of independence
• and maintain advanced forecasting models; work in collaboration with business groups to provide insightful analysis
• independent research and complex analytical projects involving modeling/forecasting to provide senior management with definitive financial trend data and advice for their use in setting and realizing profit objectives
• complex ad hoc reporting such as acquisition analyses, cash flow projections, etc. to support management decisions
• and adhere to the Company s risk and regulatory standards, policies and controls in accordance with the Company s risk appetite. Identify risk-related issues needing escalation to management

Education and Experience Required:

• degree and a minimum of 7 to 10 years of experience in accounting, auditing, operations or financial institutions - Specifically in FP&A
• understanding of concepts and principles in multiple disciplines including finance and accounting
• in accounting / financial analysis, modeling, querying and visualization tools i.e. Tableau, Hyperion, PowerBI

Education and Experience Preferred:

• degree or professional certification (i.e. CPA, CFA, etc.)
• technical aptitude and advanced financial modeling skills.
• with Oracle EPM, Hyperion Planning, Tableau, advanced Excel
• supporting Data Governance and Documentation initiatives
• supporting Change Management and Continuous Improvement initiatives
• organized with strong written and verbal communication skills and a customer focused, professional demeanor
• to work independently, partner cross-functionally, and be self-motivated in a fast-paced and rapidly changing technology environment
• attention to detail and the ability to prioritize and deliver in a fast paced and dynamic environment with a high degree of personal accountability
• demonstrating high energy/creativity, relentless customer-focus, and entrepreneurial spirit