The Financial Planning Analyst is responsible for a variety of aspects including forecasting, budgeting, reporting, and analyzing the companys finance and expenses.
General Responsibilities
Perform financial forecasting, reporting, and operational metrics tracking
Analyze financial data and create financial models for decision support
Report on financial performance and prepare for regular leadership reviews
Analyze past results, perform variance analysis, identify and analyze trends, and make recommendations for improvements
Recommend actions by analyzing and interpreting data and making comparative analysis
Identify and report changes in methods and materials
Identify and drive process improvements, including the creation of reports and tools
Analyze the market and identify opportunities for growth and potential risks
Experience / Qualifications
A university degree required (i.e. Bachelors degree) or equivalent relevant work experience
Must be a team player able to work in a fast-paced environment with demonstrated ability to handle multiple competing tasks and demands
Strong communication skills; oral, written and presentation
Strong organization, planning and time management skills to achieve results
Strong personal and professional ethical values and integrity
Holds self-accountable to achieving goals and standards
Proficient in Microsoft Office programs (Outlook, Word, PowerPoint, and Excel)
Strong interpersonal & collaboration skills to work effectively with all levels of the organization including suppliers and/or external customers
Education & Experience:
Technical Skills: Advanced Microsoft Excel; experience with Oracle and BI tools will be considered as an advantage
Accounting/Financial Knowledge: Strong understanding of GAAP, IFRS, and corporate financial reporting.
Core Competencies: Expert financial modeling, forecasting, budgeting, and variance analysis.
Soft Skills: Exceptional communication to present complex data to non-financial stakeholders, strategic thinking, problem-solving
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