Job Description
Job Summary
The Financial Planning Analyst role requires extensive data reconciliation & consolidation as well as variance analysis. Additionally, coupling the use of scenario and sensitivity analysis to forecast possible outcomes, and use this theoretical information to create key metrics for monitoring. They are not only in charge of the Income Statement but are also responsible for forecasting the company's bottom line (net income). Most importantly, it can be said that FP&A continues on the work produced by Accounting.
The Financial Planning Analyst's main function is to transform the overarching company strategy, into a long-range plan with annual operating and capital budgets. With the use of financial modeling, it forecasts operating and profitability performance and sets annual targets for Key Performance Indicators (KPI). By providing an annual budget, it provides management
Duties and Responsibilities - Prepare, analyze and modify annual and multiyear budgets for regional offices with corporate roll up including assumptions and complete financials - BS/ IS /CF and bank compliance.
- Communicate with regional offices on budget assumptions and variances to actual results to regional offices
- Develop and continually improve budgeting, financial projections, and operating forecast
- Ad-hoc business performance reporting
- Present the monthly and quarterly financial reports of various units and departments
- Prepare monthly, quarterly and annual compliance reporting
- Responsible for annual audit process for all financial reporting and disclosures
- Maintenance of corporate records in a logical and organized fashion
- Analyze current and past trends in KPI including all areas of revenue, cost of sales, expenses and capital expenditures
- Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance, operational / financial inefficiencies and propose solutions
- Assist in the continued development of, including but not limited to, budgeting, financial forecasting, operating plan and modeling tools
- Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Skills, Education, and Competencies - Bachelor's Degree in Accounting, Economics or Finance; MBA highly preferred
- 5+ years of experience in either:
- Consulting / Advisory (preferably Big 4 or big 3) with a focus on finance effectiveness, strategy and operations, analytics, performance improvement or technology
- Large company (preferably over $200 mill in sales) Corporate FP&A or Sales / Ops Finance Analyst roles, rotational programs (with FP&A component) Computer knowledge must include: MS Office- Word, Excel, Outlook and PowerPoint
- Excellent oral and written communication skills
- Strong organizational skills
- Good problem-solving skills
- Experience in multistate and multilocation is preferred
- Proven knowledge of financial forecasting and diagnosis, corporate finance and information analysis
- Strong working knowledge of finance / accounting concepts (e.g. deep understanding of financial statement mechanics, intermediate working knowledge of debits / credits accounting, net-working capital and cash flows)
- Demonstrated ability to apply these finance / accounting concepts using general business acumen to help support analyses and decision making (e.g. financial statement analysis, variance analysis, financial ratio application, financial budgeting / forecasting, financial and operational reporting / analysis)
- Demonstrated ability to quickly learn and use Fieldgetics (ERP system)
- Extremely strong Excel skills. Must be comfortable with advanced functions (nested logic, SUMIFS, text function, INDEX, MATCH, OFFSET, INDIRECT, array functions, etc.) is required; additionally, should be able to talk to experience building financial / analytical models from scratch using Excel.
- Ability to learn quickly and change often as business changes and grows
- Computer knowledge must include: MS Office- Word, Excel, Outlook and PowerPoint
Physical Requirements and Working Conditions Regularly required to sit, stand, and walk; occasionally lift and/or move up to 15 pounds; noise level is usually moderate. All employees may be required to visit a customer site and/or complete a ride along with a field technician as part of their employment.
Climate Pros is an equal opportunity employer committed to creating a diverse and inclusive workplace. We value and celebrate the unique perspectives and contributions of individuals, and we prohibit discrimination and harassment based on any protected characteristic as defined by applicable federal, state, and local laws.
Job Tags
Rotational program, Local area,