Finance Analyst

PowerPlan helps optimize the financial performance of our customers’ assets by developing strategic solutions for complex problems. We are looking for a Finance Analyst in our Corporate FP&A group that will serve as a business partner working with internal stakeholders to understand their business objectives, priorities, challenges, and processes.

We are looking for someone who is collaborative, possesses an inquisitive spirit, and is able to successfully manage ambiguity and frequently changing priorities. This person must also be able to quickly build credibility and perform ongoing analysis to provide visibility into operational and financial performance trends, assist in maintenance of the financial reporting tool, assist with forecasting, budgeting, monthly P&L close process and reporting.

Key Performance Objectives

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  Assist the financial forecasting model and process: Assist the monthly forecasting process using our cloud-based forecast modeling system (Vena). Leverage operational data from other sources where possible to support the key inputs in the model. Proactively identify, analyze and communicate trends and issues affecting the business.

• Build relationships and provide financial information to department heads:Meet with department heads (Sales, Marketing, R&D and G&A) monthly to discuss their financial results, including actual vs. plan and actual vs. forecast. Discuss the future forecast of their business and update the department forecast accordingly.

• Preparation of monthly/quarterly reporting packages:Assist FP&A team in preparation of monthly/quarterly reporting packages for the executive team, Board of Directors, and department heads. Be able to explain any changes from previous months. Ensure accuracy of all financial results, analysis and forecasts.

• Serve as functional administrator of CPM solution:Individual will serve as the functional administrator of CPM (“Corporate Performance Management”) solution to ensure underlying data is properly sync’d with source systems (including the HR system and ERP), user access rights are correct, and reports are functioning as intended. Role will support the identification and development of new value add reports/analyses in the CPM solution. Work with Sr Manager, Finance to ensure accuracy of financial data across systems and proactively identify/prioritize integration points to incorporate within the financial model.
• Coordinating and developing the annual budget:Support the annual budgeting process to develop three-year financial plan with multiple stress-tested scenarios, including coordinating with department heads, the FP&A team, and executive team to manage timelines and summarize progress.

• Bachelor’s degree in finance, Accounting or similar.
• Experience in financial analysis, planning, or modeling, preferably in Corporate FP&A or Big 4 (Transaction Advisory). Software/technology experience is a plus.
• General knowledge of Excel with ability to create and analyze complex financial models.
• General knowledge of compiling financial statements in accordance with GAAP.
• Ability to build and maintain relationships across an organization.
• Ability to manage priorities in a high paced environment with a strong attention to detail.