Forecasting & Planning Analyst II

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Finance / Accounting
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1174 Total Views
JOB PURPOSE
Assists in developing and maintaining the quarterly rolling forecast and prepares managerial reports for company variances. Manages and performs financial research and complex analysis of forecasts, accounting controls and policies, and initiatives for the area supported. Oversees and coordinates complex multi-department financial work-cycle initiatives, projects and assignments. Develops, recommends, implements and monitors performance standards, methodologies, measurements, systems, processes, reports and internal controls for compliance with financial regulations (U.S. and international) and for the business units, recommending changes as necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Coordinates and assists with the development of the strategic plans, annual budgets, rolling forecasts, and capital plans for the supported area, ensuring forecasts align with company goals. Responsible for the maintenance of rolling forecast and keeping in line with reporting deadlines as directed by the Financial Planning team. Provides leadership with explanations for significant changes to the rolling forecast during and after the forecast has been finalized. Identifies discussion points and suggests options regarding next steps/plan changes/adjustments.

2. Ensures company expenses are appropriately recorded in the General Ledger and expensed in the proper period. Performs detailed review of monthly financial reports and provides monthly and year-to-date variance explanations to business owners. Identifies opportunities for further research on variances and anomalies and aids with division requests for additional analysis, coordinating corrective action, if needed.

3. Independently evaluates all models, metrics, forecasting techniques, and business processes and recommends modifications for better accuracy or efficiency as appropriate. Analyzes and interprets trends and variations from expectations and contributes analysis for VP- and Executive-level briefings, communications, and visualizations that articulate issues and drive actionable responses. Routinely monitors metrics and KPIs to drive financial and operational performance and provides interpretation and reporting for those metrics to the business.

4. Participates in tactical and operational planning of company initiatives, projects, and alternative business decisions to assist with process or policy inquiries. Creates ad hoc complex financial models to analyze company objectives and provides manager with key insights and interpretations for inclusion in communication points to business partners.

5. Develops close working relationships with those responsible for strategic planning and creating rolling forecast within the company, including key leaders, and serves as a finance resource to the company and its leadership team. Provides guidance for special accounting procedures and coordinates implementation of the new process or action.


KNOWLEDGE, SKILLS AND ABILITIES

Education: Bachelor’s degree or equivalent in Accounting, Finance or other business related discipline.

Experience: 3+ years of experience in accounting or finance.

1. Strong organizational, interpersonal skills, and time management skills. Ability to work independently. Works with varying levels of employees within the company and responsible for communicating with some higher level employees.

2. Strong experience with Microsoft Office tools and proficiency in the use of PowerPoint, Excel, Access, and Word is required. Competent with the various systems necessary for the supported area with some supervision.

3. Experience with modeling, analytical and problem solving techniques and ability to apply business knowledge to those techniques to support business decisions.

4. Accurate with strong attention to detail.

5. Excellent written and verbal communication skills and competent data visualization skills.

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