Financial Planning & Analysis Advisor/Sr Analyst/Analyst provides technical direction, project leadership, and coordination of effort among financial work groups. The role involves analyzing diverse business proposals, developing strategic plans, and providing ongoing financial advice to senior management regarding revenue, strategy, capital, operations, and expenses. Responsibilities include building and testing financial models for cost/benefit and profit/loss analysis while managing multiple projects simultaneously. To succeed, the candidate must possess strong analytical, human relations, and communication skills to provide actionable guidance and navigate open-ended assignments. The required toolkit includes advanced proficiency in PowerPoint, Excel, Outlook, Word, and Essbase Tools. Preferred technical skills include Power BI, Azure, GCP (Google Cloud Platform), and SQL User Query. This role solves complex business problems by providing concise recommendations and translating financial data into clear narratives for diverse audiences.
Provide technical direction and project leadership for financial work groups analyzing business proposals.
Develop financial models to support business decisions regarding revenue, strategy, capital, operations, and expenses.
Test and validate newly developed financial models to ensure accuracy.
Deliver financial technical advice and actionable guidance to senior management and diverse audiences.
Analyze complex business issues to provide concise recommendations and identify strategic alternatives.
Manage multiple projects simultaneously while meeting strict deadlines and shifting priorities.
Train and mentor fellow staff members on financial processes and analysis.
Communicate project updates and proactive insights to all stakeholders and finance leadership.
What we're looking for
Bachelor's degree in business, finance, or a related discipline.
Master's degree in a related field may offset experience requirements.
Between two and five years of experience in financial analysis, planning, consulting, project management, accounting, audit, or operational analysis depending on the specific role level.
Proficiency in advanced computer applications including PowerPoint, Excel, Outlook, Word, and Essbase Tools.
Understanding of financial modeling concepts for cost/benefit and profit/loss analysis.
Strong analytical, human relations, and communication skills to provide concise recommendations and present to diverse audiences.