Financial Planning & Analysis Analyst (FP&A)

MAJOR ACCOUNTABILITIES

include the following. Other duties may be assigned.

Support the financial team with the budgeting/forecasting process.
Develop and manage budget timelines to ensure project expectations are clearly stated to meet reporting and approval deadlines
Organize data and supporting documents to facilitate review of financial forecasts and non-financial performance indicators.
Work with budget stakeholders to verify forecasts align with the organization’s initiatives and goals.
Examine performance indicators and identify outliers.
Ensure budget files are accurate and complete. Prepare budget report presentation package.
Make improvement recommendations to management as needed.
Assist with financial planning to attain improved financial results.
Be the subject matter expert for the financial planning of assigned projects which includes updating, monitoring, and auditing data to support assigned projects.
Participate in cross departmental meetings to ensure the financial planning has been considered and addressed for projects and initiatives.
Assist staff in developing financial plans and review effectiveness of standard operating procedures.
Prepare and distribute budget reports and meet with departmental staff to analyze historical data and assist with projects and plans for execution.
Investigate inquiries and provide explanations for staff to recommend solutions.
Assist with financial modeling and analytics to support strategic initiatives.
Use and update financial models to assist with ad hoc and long-term planning.
Create ad-hoc predictive and prescriptive analysis to assist leadership in decision making.
Participate in the implementation and continuous improvement of modeling and analysis software.
Other Skills and Abilities
Work with sensitive information and maintain confidentiality.
Work through problems logically, attempt solutions independently, and think beyond the immediate need presented.
Gather and analyze information skillfully, prioritize and plan work activities and use time efficiently to ensure deadlines are met.
Maintain accuracy, thoroughness, and confidentiality, perform under minimal supervision, and work extended hours as necessary.
Possess highly detailed and analytical capabilities required to work with financial data.
Possess excellent verbal, written, and interpersonal skills with the ability to translate financial information to a general audience.