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FP&A Analyst

POSITION SUMMARY

The FP&A Analyst will report to the Financial Planning and Analysis Manager.  The position will help develop annual budget and quarterly forecasts, build and analyze financial models, and partner on executive presentations.  The candidate must be able to project manage multiple initiatives, translate quantitative and qualitative concepts into financial models and metrics, and have ability to analyze all parts of the P&L. This position will interface with and support managers with planning and expense analysis.

 

EDUCATION AND EXPERIENCE

  • Bachelor degree in Accounting, Finance, Business, or a similar degree is required.
  • A minimum of 3-5 years of accounting experience.
  • Direct work experience in a financial planning and analysis role a plus.
  • Experience using SAP/BW/Hyperion/Oracle or other large automated accounting systems is required.
  • Advanced to expert level experience using Microsoft Office Suite (Excel, Access, PowerPoint, Word, Outlook) required.
  • Knowledge of SAP Bex Analyzer, SAP Business Planning and Consolidation, and Essbase a plus. SQL and VBA programming a plus.

 

KNOWLEDGE AND SKILLS

  • Strong verbal and written communication skills.
  • Exceptional interpersonal and customer service skills.
  • Ability to multi-task.
  • Strong analytical/problem-solving and financial modeling skills.
  • Ability to pull and analyze data. Efficiently provide accurate, relevant and timely information and analysis. Ad-hoc tasks & analysis is a routine expectation of this role.
  • Ability to work independently with minimal supervision while performing a variety of complex and non-routine tasks.
  • Attention to detail and accuracy of data.
  • Interface effectively in a fast paced, dynamic environment with all levels of the organization.
  • Demonstrate judgment, tact and diplomacy in dealing with internal customers.
  • Possess initiative, enthusiasm, intellectual curiosity, and ability to perform as a team player.
  • Possess problem solving skills and be results oriented.
  • Must possess a strong work ethic.

 

KEY POSITION RESPONSIBILITIES (other duties may be assigned) 

  • Annual Budgeting and Quarterly Forecasting
  • Assist stakeholders and business units in defining annual Revenue and Expense budgets
  • Prepare budget presentation and supporting budget package
  • Update annual budget with quarterly forecasts and provide variance analysis
  • Maintain sales and expense budget/forecast models
  • Monthly and Quarterly Reporting
  • Provide monthly analysis and commentary on revenue. Maintain Sales database.
  • Prepare group P&L and report on variances
  • Compile, analyze and distribute departmental expense files to key stake holders.  Maintain expense database.
  • Prepare Quarterly Presentation Data for executives
  • Process Improvement
  • Improve legacy financial models, create and modify queries in Bex Analyzer (SAP BW) and SAP Business Planning and Consolidation for group reporting
  • Maintain and improve Profitability P&L
     

COMPANY CORE COMPENTENCIES

To perform the job successfully, an individual should demonstrate the following competencies:

Customer Service

Handles customer questions and complaints; communicates with customers; handles service problems politely and efficiently; always available for customers; follows procedure to solve customer problems; understands company products and services; maintains pleasant and professional image;

Innovation

Develops new insights into situations; questions conventional approaches; encourages new ideas and innovations; designs and implements new or cutting edge programs/processes; identifies new approaches for completing work assignments more effectively or efficiently and works within the "established" system to push for "a better way."

 

ROLE SPECIFIC COMPENTENCIES

To perform the job successfully, an individual should demonstrate the following competencies:

Financial and Business Acumen (I)  

Understand how their actions and behaviors impact the company's profitability; Makes conscious decisions for their actions and behaviors to have a positive financial impact on the organization;

Individual Effectiveness 

Meets commitments; works independently; accepts accountability; handles change; sets personal standards; stays focused under pressure; meets attendance/punctuality requirements;

Results Focused

Works effectively to achieve goals; targets and results; sets challenging goals for self; prioritizes tasks; overcomes obstacles; accepts accountability; 

Teamwork

Knows how to manage self to create a positive team environment; Meets all team deadlines and responsibilities; listens to others and values opinions that are different from their own; assists team to meet goals; welcomes newcomers and promotes a team atmosphere.

 

ENVIRONMENTAL AND PHYSICAL DEMANDS

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually low to moderate.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is required to stand; walk; sit for long periods of time; use of hands to grasp, handle, or feel; reach with hands and arms; finger dexterity; talk; hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

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