Financial Reporting and Planning Analyst

Job Description

Job Description

JOB FUNCTION :

This position has dual responsibilities and will focus on both accounting activities and financial planning

and forecasting activities.

ESSENTIAL FUNCTIONS :

1 . Reporting and interpreting results of operations on a timely basis to all levels of management.

2 . Develop and report on financial and operational performance metrics and goals.

3 . Prepare internal / external reporting as needed.

4 . Assist with monthly close procedures, including :

i . Preparing and reviewing general journal entries.

ii . Monitoring monthly and year-to-date activity versus budget.

iii . Performing fluctuation analysis and inquiring of any variances.

5 . Participate in the budget and forecast process, including the following :

i . Develop models, templates and reports for forecasting and budgeting purposes using

Company’s budget and forecasting software.

ii . Prepare budget and forecast summaries for management.

iii . Provide technical support of the Company’s forecasting / budgeting software, including

troubleshooting any issues identified by users.

6 . Perform monthly and quarterly reconciliation of assigned balance sheet accounts, as needed

7 . Assist with work required for company acquisitions.

8 . Assist with the development of reports using Business Intelligence.

9 . Interact with other departments; respond to inquiries in a timely manner.

10 . Understand the company’s various systems, including JD Edwards and other internally

developed systems, and assist with inquiries, data extraction and / or formulating report

development requests.

11 . Assist or lead projects supporting all areas of Finance / Accounting and Operations, as needed.

12 . Perform ad-hoc financial analysis, as needed.

13 . Perform other duties as directed.

QUALIFICATIONS :

1 . Bachelor’s Degree in Accounting or Finance or 5+ years of experience in a similar role.

2 . Strong financial analysis and financial modeling skills.

3 . Willingness to learn new software and report building.

4 . Ability to work independently in a fast-paced and rapidly changing environment.

5 . Strong organizational skills with attention to detail.

6 . Fluency in Microsoft Excel and / or SQL, VBA, Microsoft Access, JD Edwards, Power BI,

Microsoft SSRS and Limelight.

7 . Professional oral and written interpersonal communication.