Search jobs > Honolulu, HI > Financial planning analyst

Senior Financial Planning Analyst

Kamehameha Schools
Honolulu, Hawaii
Full-time

Job Summary

Develops KS’ consolidated short, medium, and long-term financial planning models, projections, and analyses. Consults with operating units that have organization-wide impact to better integrate planning activities with resource allocation and budgeting.

Provides financial analysis and support for strategic planning initiatives through the annual budget process.

Essential Responsibilities

Financial Planning and Analysis

  • Identifies financial planning requirements and develops KS’ consolidated short, medium, and long-term financial planning models, projections, and analyses strategies.
  • Directs, prepares and / or reviews the development of financial forecasts and models.
  • Establish appropriate benchmarks for KS’ activities to support management review and decision-making.
  • Provides trend analyses for long- and short-range planning through review of historical data and current economic indicators.
  • Reviews statistical and financial methods for analyzing data, focusing on efficient cost-benefit results. Establishes and documents methodologies of analysis.

Budgeting

  • Directs the annual budget preparation process, to include reviewing, analyzing and evaluating proposed initiative and operational plans, budgets, and providing operating unit support and training.
  • Prepares executive summary reports of the organization’s consolidated budget for senior management and trustees, and supports CEO and Trustee review and presentations.
  • Works with and supports operating units with organization-wide impact to better integrate KS-wide planning activities with operational budgeting.
  • Develops alternatives and amendments relative to fiscal and budget aspects of business plans.

Strategic Planning

  • Provides financial analysis and support for strategic planning initiatives via leadership, ad-hoc and / or special project groups.
  • Works with and supports the leadership to ensure integration of appropriate financial information (e.g., projected, budgeted, actual, etc.

with strategic plans and initiatives.

Management Reporting

  • May lead and / or support operations of the Division, to include but not limited to annual cost per learner calculations, Impact Model, Long-Range Planning, and Annual Budget Presentation.
  • Serves as a project lead on particular efforts of the Functional System and Financial Analysts.
  • Identifies and leads change management efforts for improved management reporting.

Position Requirements

Minimum Qualifications - an equivalent combination of education and experience may substitute for the qualifications listed.

  • Bachelor's Degree in Business or a related field.
  • Minimum seven years experience in public accounting and / or progressive strategic planning, financial forecasting and analysis and / or senior management work responsibilities.
  • Strategic planning and budgeting experience, including ability to facilitate strategic planning activities, synthesize results and integrate strategic plans with operational budgets.
  • Strong communication (verbal and written) and interpersonal skills to work effectively with management and staff at various levels in the organization as part of a technical team.
  • Demonstrated ability to develop and prepare financial forecasts and analyses.
  • Demonstrated ability to build complex financial models and excellent understanding of financial modeling concepts.
  • Demonstrated ability to analyze, reconcile and synthesize financial information and prepare final reports and analyses for senior management within prescribed time parameters and deadlines.
  • Ability to analyze and conceptualize, and to work independently with a high degree of accuracy and with highly confidential information.
  • Excellent organizational skills to prioritize and handle complex, multiple, simultaneous projects and job responsibilities.
  • Self-directed with ability to exercise independent judgment and discretion. Ability to take broad directions and accomplish a broad range of tasks without the necessity for detailed directions.
  • Demonstrated ability to remain flexible in a demanding work environment and to adapt to a rapidly changing environment.
  • Advanced information technology skills, to include Excel, databases, PowerPoint, and other software applications. Experience with ERP systems, report creation and data mining activities.
  • Knowledge of processes and internal controls in a business environment and experience with business process re-engineering and change management projects.

Ability to implement a change management program.

Supervisory experience and / or training.

Preferred Qualifications

  • Good understanding of KS organizational structure, processes and operations.
  • Previous experience with educational institution or large, non-profit institution.

Physical and Mental Requirements

  • Frequently sits, performs desk-based computer tasks and tasks requiring light or fine manual dexterity.
  • Ability to lift, move, position, and / or transport 10 pounds.
  • Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully.

Working Conditions (including environmental conditions)

  • This position may involve traveling to various locations, including neighbor islands to conduct business.
  • Work is conducted in an office / school environment and may require work to be conducted in non-standard workplaces.
  • Work is typically conducted Monday through Friday at normal business hours, but evenings and weekend hours may be required to meet goals and objectives.
  • 30+ days ago
Related jobs
Promoted
Kamehameha Schools
Honolulu, Hawaii

Candidates may be hired as either a Financial Planning Analyst or Senior Financial Planning Analyst based on skill and experience level. Kamehameha Schools is searching for a Senior Financial Planning Analyst* to join our Finance division's Financial Planning & Analysis (FP&A) team. Senior F...

Hawaii Pacific Health
Honolulu, Hawaii

Financial Analyst, Senior - Financial Planning. If you are gifted with numbers and have great financial instincts, you could be the ideal candidate for our Senior Financial Analyst position. The Financial Planning department provides quality financial services to the organization’s systems, director...

Kamehameha Schools
Honolulu, Hawaii

Candidates may be hired as either a Financial Planning Analyst or Senior Financial Planning Analyst based on skill and experience level. Kamehameha Schools is searching for a Senior Financial Planning Analyst* to join our Finance division's Financial Planning & Analysis (FP&A) team. Senior F...

Ryder System, Inc.
Honolulu, Hawaii
Remote

RyderSenior Financial Analyst - REMOTE. The Senior Financial Analyst will report to the Manager of Finance. The analyst will provide financial support for Ryder's FMS Pricing and Sales organizations. The analyst will create, manage, and implement models to assist in Ryder's product pricing, as well ...

Sayres & Associates
Pearl Harbor, Hawaii

In support of a Commander Pacific Fleet (CPF), the Senior Property Financial Analyst will be responsible for the following:. Property Financial Analyst Commander Pacific Fleet (CPF). Serve as senior Logistics and Supply support Lead to CPF. Provide business transformation services to support the enh...

Young Brothers-Honolulu-YHON
Honolulu, Hawaii

...

The Salvation Army
Honolulu, Hawaii

The Financial Planning and Budgeting Analyst will work with budget holders and external partners to monitor any changes in funding throughout the year and will work with CFC to assess the financial impact of decisions. Position Title: Financial Planning and Budgeting Analyst. The Financial Planning ...

HMSA
Honolulu, Hawaii

Provide Financial management, financial analysis and financial reporting for government and commercial programs/plans and for provider contracts with emphasis on contract compliance, financial stewardship, and benefit cost management. Analyze standard plan or provider financial and operational repor...

Remedy Intelligent Staffing
Honolulu, Hawaii

Financial Planning & Budgeting Analyst(Permanent). Non-profit organization looking for a Financial Planning & Budgeting Analyst!. Working with internal parties to assess the financial impact of decisions. ...

Indotronix International Corporation
Hawaii
Remote

Financial Planning analyst Remote, Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi,...