Financial Planning & Analysis Analyst recruitment
Summary of Position:
Areas of responsibility include, but are not limited to, monthly departmental expense reporting and variance analysis, headcount reporting, preparation of Budgets and Forecasts, and creating other ad-hoc reports and analyses as requested. The ideal candidate will be self-motivated with a keen attention to detail, and possess the ability to build simple financial analyses from the ground up.
Main Duties / Responsibilities
- Maintain primary responsibility for the timely and accurate production of monthly departmental reporting, comparing Actual results to Budget and Forecast. Analyze financial statement variances and provide relevant commentary, identifying issues and highlighting trends to assist management with their decision-making.
- Provide timely and comprehensive responses to inquiries from department heads and functional owners (Sales, Marketing, etc.)
- Regularly meet and build relationships with functional owners to review performance and address business needs
- Prepare monthly reporting for areas such as bookings by product, headcount, and capital expenditures
- Assist in the preparation of reports for the company’s senior management team, Board of Directors, and Investors
- Take an active role in the preparation of the annual Budget and quarterly Forecasts, including the development of detailed department budgets with supporting documentation of assumptions and vendor budgets
- Maintain Budget and Forecast files to accurately reflect headcount and organizational changes
- Upload final Budgets and Forecasts into the Intacct reporting system and verify their accuracy
- Assist in the development of product profitability views, benchmarking studies, key performance indicators and other metrics as requested
- Create ad-hoc reports and analyses as requested by senior members of the Finance/Accounting team and/or business partners
- Partner with accounting team members to understand operational issues and how they impact reporting
Specific Qualifications
- Bachelor’s degree in Finance or Accounting
- Minimum 2-3 years business experience in a financial planning analysis role, preferably in a corporate headquarters environment
- Software industry experience is a plus but not required
- Excellent Excel skills required (e.g., pivot tables, advanced functions, macros)
- Ability to think and work independently with high attention to detail and strong problem solving skills
- Ability to complete tasks on a timely basis with a high degree of accuracy
- Proven ability to manage multiple projects at the same time, with changing and sometimes competing priorities, and still meet deadlines
- Strong verbal and written communication, presentation skills and relationship management
- Proven ability to work cross-functionally
- Basic knowledge of GAAP
- Experience with financial reporting / budgeting tools (such as Intacct system) is a plus
September 2, 2012
• Tags: Accounting & Finance careers in the USA, Financial Planning & Analysis Analyst recruitment • Posted in: Financial