Financial Planning Analyst

Job Summary

• The Financial Planning & Analysis Analyst is responsible for (1) analyzing and reporting financial results; (2) ensuring accuracy of the management accounts; (3) coordinating and preparing the annual budget and rolling forecasts; and (4) assist in ad hoc planning, analysis, and monitoring of various projects to be implemented by the business unit.

Duties and Responsibilities

Monthly Financial Analysis

• Analyze financial performance including P&L and Balance Sheet Accounts
• Prepare presentation of financial reports
• Coordinate with operations team to drive continuous improvement
• Consolidate operational metrics and identify key drivers of financial performance

Management Accounts Reporting

• Review and approve expenses incurred and invoices billed.
• Review accounting entries, cost center charging, general ledger account balances and schedules
• Prepare/Review accrual assumptions and assist in closing activities of the books of accounts

Budgeting and Rolling Forecasts

• Consolidate annual budget
• Prepare Rolling forecasts

Ad Hoc Projects

• Assist in ad hoc planning, analysis, and monitoring of various projects to be implemented by the business unit

Qualifications

• Bachelor’s/College Degree in Finance/Accountancy or equivalent
• 1-3 years of experience in Finance Business Partnering/ Financial Planning Analysis or similar function
• Knowledge in financial reports
• Proficiency in Excel and Powerpoint, knowledge of VBA preferred
• Familiarity with Oracle preferred
• Good Communication skills
• Highly Analytical with a keen sense for details and data accuracy
• Demonstrated ability to learn quickly, handle and prioritize multiple tasks to meet deadlines
• Experienced in working with cross-functional teams