Senior Specialist, Financial Planning & Analysis

Role Overview

The Senior Specialist, Financial Planning & Analysis will collaborate across Finance and with functional business partners to analyze and communicate key drivers of company results and operational variances. This candidate will play a key role in aggregating data, analyzing financials, reporting results, forecasting future periods, and influencing spend targets.

What You Will Do

The ideal candidate will advance AI-Native in the Finance function, develop and maintain robust financial models, support the Annual Operating Plan and Strategic Long-Range Plan, and partner closely with business partners to communicate results and influence decision making.

Why It Might Be a Fit

The ideal candidate will possess strong business and financial acumen, analytical and problem-solving capability, technical systems expertise, communication skills, and an ability to work independently to solve problems and drive outcomes.

Requirements

• BS in Finance, Accounting, or related field (Business, Operations, Data Science)
• Minimum 2-5 years’ experience in related roles including Financial Analysis, FP&A, Accounting, Corporate Development, Investment Banking, Consulting, Auditing
• Advanced Microsoft Excel, PowerPoint, and Word skills
• Expertise with Power BI, Power Query preferred; other data modeling, dashboarding, automation, and business intelligence (BI) technology encouraged
• Strong systems skills: SAP, BPC, ECC, BW preferred; other ERP and EPM tools such as Oracle, OneStream, Tagetik, encouraged
• Graduate degree in business (MBA) Finance (MS) Accounting (MAcc) or other related fields (Data Science, Business Analytics)
• CPA or other recognized certification (CFA, CMA)
• Experience in Big 4 or national accounting, consulting firms, or investment banks
• Exposure to Corporate FP&A, partnership with Corporate Functions or Division Finance
• Clear, concise, written and verbal business communications skills
• High aptitude for problem-solving and customer service
• High comfort level with ambiguity. Ability to be adaptable and prioritize high volumes of tasks, requests, and data
• Ability to manage confidential financial information appropriately
• Willingness to travel occasionally and work flexible hours as needed

Benefits

• Generous 401(K) plan with an impressive employer match
• Excellent health, dental and vision insurance packages to fit your needs
• Flexible work schedule and 11 paid holidays a year
• Paid time off (PTO) policy that empowers you to take the time you need to recharge
• Education assistance to support your learning journey
• Values-driven culture with colleagues that rally around People, Accountability, Creativity and Excellence

Tagged as: Financial Modeling