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Financial Planning Analysis Analyst

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Midlothian

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This role involves comprehensive financial planning and analysis tasks within our dynamic setup.

Job Responsibility:

  • Gathering financial data from various internal and external sources
  • Setting, tracking, and evaluating key performance indicators (KPIs) and objectives
  • Coordinating closely with the accounting and finance departments for seamless operations
  • Utilizing various planning methods such as predictive planning, driver-based planning, and multi-scenario planning for accurate financial forecasting
  • Budgeting for expenses required for executing the corporate plan
  • Offering FP&A finance support to the accounting teams regarding productivity, demand planning, reporting, and financial metrics
  • Preparing budgets and forecasts, conducting variance analyses, long-term planning, and risk/opportunity assessments
  • Participating in corporate projects and initiatives that have an organization-wide impact
  • Collaborating with the accounting team during the close process, which includes reviewing departmental general ledgers, recording transactional activity, preparing revenue and expense accruals, and providing P&L and Cash variance explanations to budget and forecasts
  • Identifying areas for revenue opportunities and cost improvements
  • Serving as Finance liaison to departments, supporting their initiatives, and addressing general financial inquiries
  • Identifying and researching variances regarding forecast, budget, and prior-year expenses
  • Assisting in automating the consolidated reporting process
  • Conducting necessary account and system reconciliations
  • Reviewing financial reports, presentations, and other management reporting needs
  • Undertaking ad hoc business reporting and analysis as needed

Requirements:

  • Proficiency in systems for effective data management
  • Familiarity with Accounting Software Systems
  • Ability to use Adaptive Insights for efficient business planning
  • Proficiency in Customer Relationship Management (CRM) software
  • Knowledge of Enterprise Performance Management (EPM)
  • Understanding of Accounting Functions
  • Experience in preparing Annual Budgets
  • Familiarity with Budget Processes
  • Ability to work closely with the Business Unit for strategic financial planning
  • Experience in Capital Management
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 27, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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