Financial Planning and Analysis Specialist

Overview : Oversee audits and make recommendations based on findings. Identify metrics, analyze data, create models and forecasts.

Reconcile data, research root causes for discrepancies and updating processes.

Essential Duties and Responsibilities : (Includes the following, other duties may be assigned)

Primary Responsiblities :

• Prepare financial analyses, select financial metrics reporting, and stakeholder presentations. Prepare financial reporting packages for top management.
• Participate in budgeting and forecasting to include analysis of budget vs actual results and collaborating with management to meet budgetary requirements.

Provide in-depth analysis on variances to plan and forecast.

• Provide insightful and competitive analytics that anticipate change and drive decision making.
• Share best practices across the organization (i.e., process improvements, financial modeling, and procedure changes)
• Provide financial analysis to help evaluate company ventures or special projects, programs, capital expenditures and product costing / pricing.
• Assist with liquidity and capital planning including 13-week cash flow forecasting, strategic planning process, covenant calculations and other loan requirements, lender reporting and special financial transactions.
• Play a key role in special projects including acquisitions and post-merger integrations, I.T. implementations and cross-functional strategic initiatives.
• Development, tracking and reporting of comprehensive merger integration plans, including timelines, dependencies, financial metrics, and analysis of variances to plan.
• Development of internal controls, policies, and procedures
• Assist with acquisition accounting, including identification of intangible assets, acquisition accounting adjustments and coordination of asset and liability valuations.
• Assist with development of P&L, balance sheet and cash forecasts.
• Perform ad hoc financial analysis and prepare specific financial studies as needed.
• Assist in development and preparation of key financial materials, including presentations for banks, investors, board, etc.

Other duties as required.

REQUIRED SKILLS AND SPECIFICATIONS

• Proven experience and success in financial reporting, auditing, budgeting and mergers and acquisitions.
• Hands-on experience with NetSuite finance modules (i.e., Cost Management, Inventory, Accounts Receivable, Accounts Payable, General Ledger, and Order Management modules) and reporting tools.
• Financial acumen with demonstrated analytical ability accompanied by knowledge of corporate finance and manufacturing costing principles, solid understanding of P&L, budgeting, balance sheet and cash flow dynamics
• Must be self-directed and independent and able to work cross-functionally with little supervision to accomplish tasks
• Intimate understanding of accounting to understand linkage between raw data and financial statement impact and GAAP reporting requirements, prior financial modeling experience preferred.
• Advanced skills using Microsoft Excel, Microsoft Access, PowerPoint, Excel4Apps and other data management and presentation tools
• Rigorous attention to detail
• Analytical and problem-solving skills
• Excellent communication and interpersonal skills and the ability to articulate complex financial causes and effects in a clear and understandable manner
• Ability to understand, simplify and interpret the financial and operational impacts of complex processes
• Strong organizational skills

TRAVEL : Limited Travel may be required.

EDUCATION AND / OR EXPERIENCE : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in finance or accounting (MBA or Master’s degree preferred, CPA or CMA highly desirable)
• Minimum of at least two years' experience in accounting, investment banking, financial consulting, FP&A or reporting role, public accounting / Big Four preferred
• Thorough knowledge of financial matters and a strong understanding of accounting practice, including GAAP
• Proficiency with costing standards, cost systems, inventory management, variance analysis, financial modeling, budgeting, forecasting and monthly reporting.
• Strong analytical and problem-solving skills.
• Strong oral and written communications skills
9 days ago