Sr Financial Planning & Analysis Analyst

Department:

Financial Planning & Analysis

Our Company Promise

We are committed to provide our Employees a stable work environment with equal opportunity for learning and personal growth. Creativity and innovation are encouraged for improving the effectiveness of Southwest Airlines. Above all, Employees will be provided the same concern, respect, and caring attitude within the organization that they are expected to share externally with every Southwest Customer.

Job Description:

Job Summary

• Responsible for creating and delivering complex Financial Planning & Analysis (FP&A) products and services. Creates, maintains and improves complex financial models to communicate business performance results to FP&A Leaders/Coworkers, provide insights for key business drivers and implications to the overall business based on financial results, and recommend action.

Additional details

• The culture of Southwest Airlines means we value the camaraderie, collaboration, and innovation that occurs when we come together and interact face-to-face at our vibrant Corporate Campus. Due to the nature of this role, you would be required to work from our Dallas, TX Headquarters facility during business hours.   

• U.S. citizenship or current authorization to work in the U.S. required and no current or future work authorization sponsorship available.

Southwest Airlines is an Equal Opportunity Employer. We continue to look for opportunities to reflect the communities we serve, and welcome applicants with diverse thoughts, backgrounds, and experiences. 

Responsibilities

• Work with large data sets to understand key business drivers, then translate the findings into insights and actions, and their implications for the overall business
• Provide complex financial reports and analysis for a business unit, typically exercising a strong understanding of the business to determine the best method for developing a logical story to convey to the business
• Review financial results, comparing and analyzing actuals versus plan, forecast, and prior year to investigate the cause of variances, identify trends, and monitor impacts to key performance indicators
• Partner with Accounting to provide input to monthly and quarterly financial close process; proposing and implementing changes to process to increase accuracy and efficiency
• Run models/update plans: Align with FP&A Coworkers on inputs and assumptions to develop, maintain, and improve complex models and financial plans
• Communicate and align with Financial Partners on results of business performance and financial forecast changes
• Document inputs and outputs of financial forecast scenarios
• Articulate and consult on enhancements to dashboards using proper data visualization tools and techniques to communicate data insights effectively
• Support business research by gathering data, identifying options, and creating non-routine reports with detailed analyses to support initiatives
• May perform other job duties as directed by Employee’s Leaders

Knowledge, Skills and Abilities

• Knowledge of financial principles and practices and how to utilize them, and the analysis and reporting of complex financial data
• Skilled in collecting, organizing, visualizing and assimilating data including turning raw data into meaningful information using data-oriented programming languages and visualization software
• Skilled in understanding and applying information to contribute to the organization’s strategic plan
• Skilled in using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Ability to listen to, understand, and communicate ideas presented in writing and/or in speaking with others
• Ability to tell when something is wrong or is likely to go wrong, which does not involve solving the problem, only recognizing there is a problem
• Ability to apply general rules to specific problems to produce answers that make sense

Education

• Required: High School Diploma or GED

Experience

• Advanced level experience, seasoned and specialized knowledge in:
  • Analyzing operational and financial data
  • Building budgets and forecasts of future company performance
  • Preparing financial reports

Licensing/Certification

• N/A

Physical Abilities

• Ability to perform work duties from limited space work station/desk/office area for extended periods of time
• Ability to communicate and interact with others in the English language to meet the demands of the job
• Ability to use a computer and other o