Financial Planning Analyst

Responsibilities • Participate in the development and maintenance of annual departmental budgets, recurring forecasts, and long-range plans. • Maintain detailed schedules for each department of specific types of budgeted expenses and add and remove as necessary per contract renewals and/or terminations of contracts... • Along with manager, meet with business owners to identify objectives and projects and associated costs. • Track spending on budgeted projects and capital expenditures on a project and task basis. • Support the preparation and distribution of quarterly financial results reports to key executives. • Continually evaluate risks and opportunities. Prepare financial impact analyses to evaluate new initiatives, programs, and capital investments. • Prepare financial summaries for various contracts and capital purchase requests. Comprehend and translate sometimes technical projects/agreements and prepare a concise, easily understandable summary for executive management. • Participate in discussions with business owners to understand the project.  Assess if the agreement makes economic sense and explain the financial justifications and research/provide comparison pricing.  Identify key risk factors and drivers that have a financial impact.   • Identify and recommend contractual improvements and capital payment terms and implement same with business owners. • Support the monthly close process by reviewing actuals and ensuring all expenses are booked properly.  Prepare the monthly variance analysis (actual vs. budget). • Prepare the rolling cash forecast for business groups supported. • Prepare trending analyses and in-depth assessments of costs as requested.  Qualifications • Bachelor’s degree required, MBA or 2 to 3 years relevant work experience preferred • Basic knowledge of Generally Accepted Accounting Principles (GAAP) • Candidate must be a self-starter and have excellent analytical, communication, and quantitative skills • Excellent time management skills with the ability to prioritize, multi-task, and work under shifting deadlines in a fast-paced environment • Strong financial analysis and quantitative skills; close attention to detail and fact-checking • Excellent written and verbal communication skills including spelling, grammar, and proofreading   • Ability to develop relationships across various functions and departments and at all levels • Must be resourceful and think creatively about finding solutions for potential cost savings • Results-oriented; shows initiative and follows through on projects while still working collaboratively with Finance team members and business owners • Ability to project a professional image over the phone and in person • Commitment to “internal client” and customer service principles • In-depth knowledge of Excel is a must • Thorough knowledge of MS Office Suite (Word, PowerPoint, Access) • Knowledge/familiarity with Oracle or other accounting software tools • Must have legal right to work in the U.S