Analyst Financial Planning and Analysis

JetBlue; New York (NY); On-site; USD 62,000 - 101,000; Full time

Job summary

JetBlue in New York seeks an Analyst for Financial Planning and Analysis to support forecasting, budgeting, and variance reviews, partnering with accounting and business units to align forecasts with actuals. The analyst will develop data analytics and financial models to provide insights for the business.

The role includes preparing monthly, quarterly and annual presentations for senior department leaders, and assisting with long-term financial management, strategic initiatives and competitive

Qualifications

• Bachelor’s degree in Accounting, Finance or related field or equivalent experience.
• Two years of finance/analytical experience.
• Experience with or understanding of financial statements and accounting principles.
• Excel and PowerPoint proficiency; Word and other MS Office products.

Responsibilities

• Assist with forecasting, budgeting, and oversight of business unit.
• Collaborate with Accounting and business units to align forecast with actuals.
• Contribute to monthly, quarterly and annual presentations for senior leaders.

Skills

Analytical skills

Written communication

Verbal communication

Microsoft Excel

PowerPoint

Microsoft Word

Education

Bachelor's degree in Accounting/Finance

Tools

Tableau

SQL

Job description

Position Title: Analyst, Financial Planning and Analysis

The Financial Planning and Analysis Analyst assists the Manager Financial Planning & Analysis in understanding cost components and developing presentations for senior management. The Analyst participates in monthly, quarterly and annual variance reviews and in long term financial management, strategic initiatives and competitive analysis. The Analyst also assists with various ad hoc analyses as necessary.

Essential Responsibilities

• Assist Manager, Financial Planning and Analysis with forecasting, budgeting, and oversight of business unit
• Collaborate with Accounting and business units to ensure forecast is accurately aligned to actuals
• Contribute to monthly, quarterly and annual presentations for Senior Departmental leaders
• Provide data analytics and financial modeling that result in insights for the business
• Create models to highlight various trends within the business and airline industry
• Collaborate with others to provide strategic guidance and sound business decision support to cost center leaders through proper financial analysis, collaboration and critical thinking
• Understand impact of investment decisions on departmental and company-wide financials
• Update and improve current financial models and databases, including short and long-term forecasts
• Partner and communicate effectively with different groups and organizational levels across JetBlue
• Prepares ad hoc reporting and analyses as assigned
• Other duties as assigned

Minimum Experience and Qualifications

• Bachelor’s degree in Accounting, Finance or a related field; OR demonstrated capability to perform job responsibilities with a combination of a High School Diploma/GED and at least four (4) years of previous relevant work experience
• Two (2) years of finance and/or analytical experience
• Experience with or basic understanding of financial statements and accounting principles
• Extensive experience with Excel and PowerPoint. Proficient with Word and other Microsoft Office Products
• Demonstrated Excel and financial modeling skills through a live work sample during the hiring process
• Excellent written and verbal communication and analytical skills
• Available for occasional overnight travel (10%)
• Must pass a pre-employment drug test
• Must be legally eligible to work in the country in which the position is located
• Authorized to work in the US is required, this position is not eligible for visa sponsorship

Preferred Experience and Qualifications

• Certified Public Accountant (CPA) or Master’s of Business Administration (MBA)
• Experience using Tableau or similar data visualization tool
• Advanced forecasting and modeling capabilities
• SQL experience

Crewmember Expectations

• Regular attendance and punctuality
• Potential need to work flexible hours and be available to respond on short-notice
• Able to maintain a professional appearance
• When working or traveling on JetBlue flights, and if time permits, all capable crewmembers are asked to assist with light cleaning of the aircraft
• Must be an appropriate organizational fit for the JetBlue culture, that is, exhibit the JetBlue values of Safety, Caring, Integrity, Fun and Passion
• Promote JetBlue’s #1 value of safety as a Safety Ambassador, supporting JetBlue’s Safety Management System (SMS) components, Safety Policy and behavioral standards
• Identify safety and/or security concerns, issues, incidents or hazards that should be reported and report them whenever possible and by any means necessary including JetBlue’s confidential reporting systems (Aviation Safety Action Program (ASAP) or Safety Action Report (SAR))
• The use of ChatGPT or any other automated tool during the interview process will disqualify a candidate from being considered for the position.

Equipment

• Computer and other office equipment

Work Environment

• Traditional office environment

Physical Effort

• Generally not required, or up to 10 pounds occasionally, 0 pounds frequently. (Sedentary)

Compensation

• The base pay range for this position is between $62,000.00 and $101,000.00 per year. Base pay is one component of JetBlue’s total compensation package, which may also include access to healthcare benefits, a 401(k) plan and company match, crewmember stock purchase plan, short-term and long-term disability coverage, basic life insurance, free space available travel on JetBlue, and more.