Senior Financial Planning & Analysis Analyst
Accentuate Staffing has a hybrid opportunity for a Senior Financial Planning & Analysis Analyst for a global company in Cary . This position provides a key role on the finance team, acting as a business partner focused on modeling and analytical support. In addition, the role includes supporting the finance function with month and year-end reporting and analysis versus budget and forecasts. Key responsibilities include data gathering, model building and maintenance as well as coordination across the various stakeholders, requiring strong focus on forecast accuracy, continuous improvement, and high-quality results. Special and ad-hoc projects may encompass long-range cash forecasting, capital expenditure decision models and proforma debt covenant modeling.
Responsibilities:
- Business Partner
- Partner with sales operations for understanding and review of gross sales data, EDI, and forecasting
- Facilitate net revenue review to ensure sales allowances are recorded properly and understand rolling sales forecast based on actual results
- Partner with assigned business leaders monthly to evaluate actual v. budget and forecast variance analyses, expense planning, and financial control
- Assist finance with month-end close to ensure accrual accuracy based on meetings with departmental leaders, proper intercompany eliminations, and other related elements
- Prepare written commentary to support variances for use in executive MD&A and presentation to the Leadership Team and PE sponsor
- Develop, maintain, and report against key departmental metrics to Managers and Leadership
- Use analytic techniques to identify insights and communicate to financial and non-financial stakeholders
- Budget and Forecasting Process
- Lead the forecasting and budgeting processes through coordination of assumptions and corresponding inputs, including the total company view, macro financial metrics, and debt covenant compliance
- Assist department managers with annual budgeting and rolling forecast submission by advising on actual trends v. planned activities and forecast metrics. Create budget presentations and documentation of assumptions
- Assist with Balance Sheet modeling
- System Management
- Maintain Company’s planning software, Oracle EPM, with monthly updates for actuals, creation of annual budget, rolling forecasts and other scenarios as needed
- Support management of other ERP/BI systems to ensure alignment between GL account coding, cost centers, project codes, etc.
- Ad-Hoc Analysis
- Capital expenditure modeling, analysis, and forecasting
- ROI analysis of program and initiatives
- Create financial models to analyze various business opportunities and cost savings initiatives
- Prepare ad-hoc reports, financial models, and process documentation as needed to support management and departmental requests
- Other duties as assigned by immediate supervisor
Requirements:
- Minimum work experience of 5-7 years in accounting and finance roles
- Minimum education of BA or BS degree in finance or accounting
- Prior experience with consolidation/reporting software (Oracle EPM a plus)
- Prior experience with data visualization software (PowerBI a plus)
