Intermediate Analyst, Financial Planning & Analysis

Role Overview

The Intermediate Analyst, Financial Planning & Analysis will enable success through partnering with the business and leveraging exceptional analytical skills to utilize data and available systems to support comprehensive financial analysis.

What You Will Do

Prepare and present key components of the annual financial budget, monthly forecasts, and profitability of business segments, analyze financial performance against budgets/forecasts, and prepare various reports in collaboration with business partners.

Why It Might Be a Fit

The candidate will communicate clearly and concisely to support the development of TPA’s annual budget, monthly forecasting, and performance measurement of each business unit. The role also supports various financial governance initiatives, monthly management reporting, and special projects as assigned.

Requirements

• Post-secondary education in business or finance, or combination of equivalent work experience
• CPA, CFA or MBA preferred but not required
• Minimum 1-3 years of experience in financial planning and analysis
• Critical thinker who can challenge the status quo and make recommendations with confidence
• Self driven with attention to detail and ability to consistently generate a high-quality work product
• Previous experience with financial (i.e. SAP) and corporate performance management tools and systems (i.e. Vena / Power BI)
• Advanced Excel user; able to mine and analyze multiple levels of large data set leveraging macros, visual basics, power pivot and query
• Strong problem-solving skills, ability to gather and analyze information skillfully, identify and resolve problems independently and in a timely manner
• Excellent communication, organizational, interpersonal, and collaboration skills
• Able to adapt quickly to change, is proactive and flexible
• Excellent time management and prioritization skills, sound initiative, critical thinking skills and ability to work with minimum supervision
• Possess high degree of professionalism, integrity, and respect for confidentiality
• Excellent relationship building skills to develop and sustain client partnerships as well as working in a cross functional environment

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Retirement plan
• Paid holidays
• Vacation time
• Sick leave
• Life insurance
• Disability insurance
• Employee assistance program
• Flexible work arrangements
• Professional development opportunities
• Recognition and reward programs
• Wellness programs
• Employee discounts
• Commuter benefits
• Stock options
• 401(k) plan
• Employee stock purchase plan
• Flexible spending account
• Health savings account
• Dependent care reimbursement account
• Employee recognition and reward programs
• Paid time off
• Sick leave
• Family medical leave
• Parental leave
• Adoption assistance
• Foster care reimbursement
• Employee assistance program
• Employee recognition and reward programs
• Flexible work arrangements
• Professional development opportunities
• Wellness programs
• Employee discounts
• Commuter benefits
• Stock options
• 401(k) plan
• Employee stock purchase plan
• Flexible spending account
• Health savings account
• Dependent care reimbursement account

Tagged as: Financial Modeling