Senior Financial Analyst, FP&A

The Senior Financial Analyst is responsible for supporting the Shared Services groups for the enterprise, which encompasses the Technology, Call Center, Product & AI, Finance, and HR teams, among others.

This role involves budgeting, forecasting, financial analysis and reporting, modeling, and analyzing complex data sets. The Senior Financial Analyst is also responsible for assisting with the analysis of operating and capital expenses and helping monitor cost control initiatives and departmental objectives.

This position offers an exciting opportunity to influence key business strategies while working in a fast-paced, collaborative environment that values innovation and precision.

Essential Duties and Responsibilities

Core Responsibilities

• Support the expense budget and forecast process for assigned departments by working with various teams to distribute, prepare, and consolidate budgets, forecasts, and related reports.
• Monitor financial performance for multiple departments.
• Prepare monthly financial reporting packages, including analysis and explanations of budget versus actual results.
• Assist with the forecasting process by gathering data from department heads and analyzing historical and current trends to project future expenses.
• Input updated forecasts into financial systems and analyze variances from budget and previous forecasts.
• Perform ad hoc financial analyses as requested by the CFO, CAO, VP of Finance, or department leadership.
• Promote and maintain a proactive expense control mindset.

Detailed Responsibilities

• Assist Corporate and Brand Controllers, as well as the VP of Finance, with the monthly close process.
• Work on complex financial issues where analysis requires an in-depth understanding of company operations and financial concepts.

Training and Professional Development

• Demonstrate a commitment to continual self-improvement by staying current with financial guidelines, best practices, and industry trends.

Qualifications

Education and Experience

• Minimum of four years of experience in a Finance or Accounting role required.

Skills and Qualifications

Financial Planning, Control, and Compliance

• Strong quantitative, analytical, problem-solving, organizational, communication, and interpersonal skills.
• Exceptional attention to detail.
• Excellent negotiation and organizational abilities.
• Ability to work independently while balancing multiple priorities.
• Ability to collaborate effectively with all levels of management and staff.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
• Demonstrated flexibility in changing priorities.
• Ability to perform effectively under pressure and in complex situations.
• Strong proficiency with Microsoft Office products, including:
  • Excel
  • Word
  • PowerPoint
• Technological skills sufficient to manage and build databases, reports, and workbooks.
• Oracle experience preferred.

Practical, Reasoning, and Communication Skills

• Excellent problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to present information and ideas clearly and concisely.
• Delivers informative and well-organized presentations.
• Thinks proactively rather than reactively.
• Identifies critical issues quickly and effectively.
• Communicates difficult or sensitive information with tact.
• Comfortable communicating with executive management.

Independent Action

• Exercises considerable latitude in determining approaches to assignments.
• Generates enthusiasm among team members.
• Proactively seeks leadership opportunities.
• Encourages leadership development in others while serving as a role model.
• Demonstrates a high level of competence.
• Shows a willingness to invest personal time in advancing professional skills.

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