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Financial Planning Analyst

FP&AOverview: The successful candidate will be responsible for providing financial insights and projections through reliable data and analysis to be used in decision-making and planning. The FP will also provide finance support to the accounting team and assist with special projects as needed. A degree in finance/accounting is REQUIRED.ESSENTIAL DUTIES & RESPONSIBILITIES:• Provide FP&A finance support to the accounting teams related to productivity, demand planning, reporting, and metrics in a timely manner.• Identify and understand business challenges; propose and create solutions.• Work to collaborate on metrics, goals, and business reviews.• Conduct in-depth analysis and subject matter expert to provide additional insight into financial data.• Work on corporate projects and initiatives that impact the entire organization.• Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement.• Support strategic decision-making through financial modeling, scenario analysis, and sensitivity studies.• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization.QUALIFICATIONS & EXPERIENCE:• Experience with Workday Adaptive Planning Program strongly recommended• Ability to manage multiple tasks and adapt to a changing, fast-paced environment• Strong Excel skills• Experience developing financial reports and metrics• Interpersonal and communication skills with the ability to interact with various management levels• General knowledge of accounting/financial/operational principles• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture• Demonstrated ability to influence others through effective verbal and written communication• Demonstrated ability to drive projects across an organization• Bachelor’s degree and more than five years of experience in finance or accounting or a related areaBENEFITS:• Health insurance (medical, dental, vision STD/LTD)• Monday-Friday schedule• PTO (vacation, personal, sick)• Growth opportunitiesPHYSICAL DEMANDS - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.• The employee must occasionally lift and/or move up to 25 pounds.• While performing the duties of this job, the employee regularly stands, walks, sits, uses hands to finger, handle, or feel, reaches with hands and arms, talk or hear.VISION REQUIREMENTS - Close vision (clear vision at 20 inches or less) to work on the computer.WORK ENVIRONMENT - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.This position works in an environment with moderate noise level. (Examples: business office with computers and printers, light traffic.)Note: Nothing in this job specification restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons, with or without notice. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.

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$130K
$145K

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What You Should Know About Financial Planning Analyst, ESS

Are you ready to take your finance career to the next level? Join us as a Financial Planning Analyst in Cherry Hill Township, NJ! In this role, you'll play a crucial part in driving strategic decisions with insights and projections based on reliable data and thorough analyses. You'll be collaborating with the accounting team, addressing productivity, demand planning, and reporting, ensuring everything is on point and timely. If you're someone who enjoys diving deep into data to uncover business challenges and craft solutions, this is the perfect position for you. You'll also work on corporate initiatives that impact the entire organization, enhancing your visibility and influence. We seek a proactive, detail-oriented professional with strong Excel skills and experience in financial reporting. You'll not only develop insightful financial models but also maintain effective relationships with cross-functional teams across various management levels. If you’ve got a Bachelor’s degree and over five years of experience in finance or accounting, this might be your dream job! Enjoy a supportive Monday-Friday schedule with growth opportunities and comprehensive health benefits. Don't miss your chance to make a significant impact at our company!

Frequently Asked Questions (FAQs) for Financial Planning Analyst Role at ESS
What are the qualifications required to become a Financial Planning Analyst at the company?

To excel as a Financial Planning Analyst at our company, you’ll need a Bachelor’s degree in finance or accounting and over five years of related experience. Strong Excel skills, familiarity with Workday Adaptive Planning Program, and a solid understanding of financial and operational principles are also essential for success in this role.

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What are the primary responsibilities of a Financial Planning Analyst at the company?

As a Financial Planning Analyst, your core responsibilities include providing finance support to the accounting team, conducting in-depth financial analysis, managing metrics and goals, creating solutions for business challenges, and assisting with corporate projects and initiatives across the organization.

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What type of work environment can a Financial Planning Analyst expect at the company?

The work environment for a Financial Planning Analyst at our company is a supportive office setting with a moderate noise level. You will primarily work at a desk using computers and may occasionally need to lift items up to 25 pounds. Our office promotes a collaborative atmosphere that fosters productivity and creativity.

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How does a Financial Planning Analyst contribute to the company’s strategic goals?

A Financial Planning Analyst contributes to the company's strategic goals by supporting decision-making through financial modeling, scenario analysis, and proactive variance identification. You'll collaborate with various teams, ensuring that financial insights align with business objectives and enhance overall performance.

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What benefits can a Financial Planning Analyst at the company expect?

As a Financial Planning Analyst at our company, you’ll receive numerous benefits, including health insurance (medical, dental, vision), paid time off, and a supportive Monday-Friday work schedule. We also prioritize your professional growth, providing ample opportunities for advancement and skill development.

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Common Interview Questions for Financial Planning Analyst
Can you describe your experience with financial modeling as a Financial Planning Analyst?

When answering this question, focus on specific projects where you created financial models, outlining the tools you used, the data you analyzed, and how your models helped inform strategic decisions. Highlight your analytical skills and ability to communicate findings effectively.

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How do you prioritize tasks when working on multiple projects?

Share your approach to time management and organization. Discuss methods you use to assess project urgency and importance, emphasizing your ability to adjust priorities in a fast-paced environment while keeping the big picture in mind.

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What techniques do you use to identify variances in financial performance?

Explain your analytical process for reviewing financial reports. Discuss how you leverage tools and methodologies to identify trends and variances, including the steps you take to investigate potential root causes and propose corrective actions.

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Describe a time when you had to communicate complex financial information to a non-financial audience.

Give an example that demonstrates your communication skills. Focus on how you tailored your message to the audience's level of understanding, utilized visuals or summaries, and ensured that your key points were clear and actionable.

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What experience do you have using Workday Adaptive Planning?

Detail any hands-on experience you have with Workday Adaptive Planning, describing specific functions you've performed, such as budgeting, forecasting, or reporting. Highlight your proficiency and how it enhances your overall analytical capabilities.

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How do you ensure accuracy in your financial analyses?

Discuss your methods for maintaining accuracy, like double-checking calculations, utilizing software tools, and peer-reviews. Emphasize your attention to detail and proactive measures taken to mitigate errors in your analyses.

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Can you share an example of a successful collaboration with other departments?

Provide a specific example where collaboration led to a positive outcome. Talk about your role, the departments involved, the challenges faced, and how effective teamwork enhanced the project’s success.

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What motivates you to work in financial planning and analysis?

Share your passion for financial analysis and how it drives you to contribute to organizational success. Discuss the satisfaction of solving complex problems and the impact your work has on strategic decision-making.

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How would you handle a disagreement with a colleague over financial data interpretation?

Explain your approach to conflict resolution, emphasizing open communication, seeking to understand differing perspectives, and providing data-driven reasoning. Stress the importance of collaborative problem-solving in such scenarios.

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What are key metrics you might monitor in your role as a Financial Planning Analyst?

Discuss metrics such as revenue forecasts, expense variances, profitability ratios, or return on investments. Explain how monitoring these metrics aids in decision-making and supports the overall financial health of the organization.

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Full-time, on-site
DATE POSTED
December 1, 2024

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