Responsibilities:

• Supports assigned business units and budget owners with budget and forecast development (including revenue, operating expenses, capital planning, product line profitability, and headcount)
• Supports assigned business units and budget owners with other annual planning processes (including long range planning, allocations, product pricing, and portfolio planning)
• Provides financial reporting and analysis for assigned business units
• Assists Accounting with month-end closing procedures including reclassification of journal entries as needed, comprehensive variance analysis and preparation of monthly / quarterly financial reporting packages
• Conducts monthly financial performance review meetings with assigned business units and budget owners
• Explains business performance in plain words so that business partners of all skill and experience levels understand results and opportunities to optimize revenue and/or manage spending
• Prepares materials for Executive Team meetings and Board of Directors meetings
• Responsible for various forms of ad hoc analysis
• Develops, manages and improves complex financial planning processes, tools and models
• Develops expertise in all financial planning tools and software
• Educates assigned business units and budget owners on financial processes, deliverables and requirements

Requirements:

• Bachelor’s degree in finance/accounting, economics, or business discipline with major/concentration in accounting is required. MBA or MAC preferred.
• CPA or CPA Candidate preferred
• 3+ years of experience in Financial Planning & Analysis or equivalent experience supporting business units, preparing financial models and developing analytics
• Experience with Oracle Financials or similar ERP/General Ledger software
• Experience with Prophix or similar budget planning software
• Experience with financial statement reporting and analysis
• Exposure to cost allocations and standard labor rates
• Exposure to project planning, budgeting, and business case development