Financial Planning Analyst

Nippon Sanso MATHESON; Irving (TX); On-site; USD 80,000 - 105,000; Full time

Job summary

Nippon Sanso MATHESON in Irving, TX seeks a Financial Planning Analyst to perform P&L analysis across units, build financial models for major projects, and support budgeting and forecasting. You will prepare presentations for senior executives and contribute to quarterly and annual financial reporting.

The role collaborates with the FP&A team and other senior management to convey financial projects and strategy, and to participate in due diligence for acquisitions and major capital

Qualifications

• Bachelor’s degree in Finance, Accounting or Economics.
• Minimum of 2 years of experience in Finance or Accounting.
• Experience with financial analysis, budgeting, and forecasting.
• Strong analytical and presentation skills.

Responsibilities

• Develops Business Unit, Zone, and Retail Site level P&L analysis.
• Collects and analyzes data needed for management decisions.
• Conducts online research for competitive analysis, market trends, or other industry-related information.
• Assists with the M&A process to include valuation, financial due diligence, and post-close audits.
• Plays a key role in developing the Company’s annual Forecast and Budget.
• Develops a suite of standard financial reports on a monthly, quarterly, and/or annual basis.

Skills

P&L analysis

Financial modeling

Budgeting

PowerPoint presentations

Executive interaction

Excel

Education

Bachelor’s Degree in Finance, Accounting or Economics

Tools

Excel

PowerPoint

Job description

The Financial Planning Analyst role will conduct financial analysis, primarily oriented on Profit and Loss statements across all Business Units and Zones in the Company. This role will require interaction with senior executives to generate creative methods of conveying business projects, strategy, and financial numbers through PowerPoint presentations. The role will require extensive work on financial modeling for the Company’s major capital projects and acquisitions. Assistance with Business Unit and Zone forecasting and budgeting during the annual budget process will also be an integral part of this role. Other responsibilities of this role will be product profitability analysis, competitive analysis, acquisition due diligence, ad hoc financial analysis, and standard monthly financial reporting. The Financial Planning Analyst role will report to the Senior Vice President of Corporate Finance & Planning, work with the other members of the FP&A Team, and interact other members of the Senior Management Team. This role will allow the individual the opportunity to develop a broad-based understanding of the industry.

Essential Functions:

• Develops Business Unit, Zone, and Retail Site level P&L analysis
• Collects and analyzes data needed for management decisions
• Conducts online research for competitive analysis, market trends, or other industry-related information
• Assists with the M&A process to include valuation, financial due diligence, and post-close audits
• Plays a key role in developing the Company’s annual Forecast and Budget
• Develops a suite of standard financial reports on a monthly, quarterly, and/or annual basis

Education:

Bachelor’s Degree Required in Finance, Accounting or Economics

Work Experience:

Minimum of 2 years of experience in Finance or Accounting