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Senior Financial Analyst of Business Plan and Special Reporting

United States, Reading, PA Employment contract · Job Posted March 24, 2025

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Job Description

The Senior Financial Analyst of Business Plan and Special Reporting will be responsible for the overall direction and completion of the Business Plan Process. Will plan, direct, and coordinate activities of Business Plan to ensure that milestones are accomplished within the prescribed time frame and funding parameters. This position will also be responsible for the completion of certain monthly/quarterly/yearly analysis and reporting packages which will be completed and presented to the Manager of Financial Planning & Analysis (FP&A) for final approval.

Job Responsibility

  • Annual Business Plan: primary point of contact for the annual business plan process
  • coordination and communication of the steps required for the completion of the business plan process
  • working with Field Finance and other stakeholders to identify process improvement opportunities
  • delivery of multiple training sessions to the field and corporate locations personnel on the Business Plan model
  • responding quickly to questions and resolving any issues in coordination with MIS and other parties
  • accurate and timely upload and validation of all Business plan revenue and cost information
  • Reporting: responsible for both recurring reporting and ad-hoc project requests
  • update slides for monthly package for senior leadership and the board
  • generate packet of backup reporting for use by the CFO and President
  • Operational Analysis: collaborate with the Manager of FP&A to explore and execute upon opportunities to streamline processes and/or develop analysis methodologies
  • other projects as assigned by the manager

Requirements

  • BA in Accounting/Finance/Economics required
  • MBA/CPA/CMA highly preferred
  • Project Management experience required
  • At least 3 years finance/analysis experience, with proven aptitude in operational analysis, budgeting and forecasting in a multinational company
  • Must have strong attention to detail
  • Must be able to manage and meet multiple simultaneous deadlines to multiple internal/external customers with fast turnaround times
  • Must have strong analytical capabilities and ability to understand complex projection models - both the technical and theoretical aspects
  • Advanced Excel skills required
  • Prior experience with OneStream, Hyperion, or similar software package is a plus
  • Must be able to clearly communicate analytical findings, orally and in writing
  • Must interface with all levels of personnel from accounting clerk to Senior VPs
  • Visualization and "Big Data" analytics experience is a plus
  • Regular, predictable, full attendance is an essential function of the job

Nice to have

Visualization and "Big Data" analytics experience

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in company 401(k) plan
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