Financial Planning Analyst

Ramp Talent; Orem (UT); On-site; USD 65,000 - 90,000; Full time

Job summary

Ramp Talent is assisting in a confidential search for a Financial Planning Analyst. Under the direction of the Manager of Financial Planning and Analysis, you will analyze past financial performance to predict future results and advise on financial strategy.

Responsibilities include building financial models, developing plans and reports for organizational leaders, analyzing industry trends, evaluating capital expenditures, and creating automated forecasting tools.

Qualifications

• Excellent verbal and written communication skills.
• Thorough understanding of GAAP.
• Thorough understanding of Generally Accepted Auditing Standards.
• Thorough understanding of methods of systems analysis and big data analysis.
• Thorough understanding of project management.
• Excellent organizational skills and attention to detail.

Responsibilities

• Analyzes business and financial data.
• Creates financial models based on analyses to support organizational decision making.
• Develops financial plans and reports for organizational leaders.
• Analyzes industry trends and makes recommendations based on those trends.
• Evaluates capital expenditures and depreciation.
• Develops automated reporting and forecasting tools for more efficient use of data.
• Performs other related duties as assigned.

Skills

Verbal and written communication

GAAP knowledge

GAAS knowledge

Big data analysis

Project management

Attention to detail

Education

Bachelor’s degree in Accounting, Finance, or related field

2-3 years experience in a comparable role

Job description

Confidential Search: We are conducting a confidential search for a Financial Planning Analyst on behalf of our client. Company details will be shared on an initial call.

Job Summary

Under the Direction of the Manager of Financial Planning and Analysis, The Financial Planning Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy.

Duties/Responsibilities

• Analyses business and financial data.


• Creates financial models based on analyses to support organizational decision making.


• Develops financial plans and reports for organizational leaders.


• Analyzes industry trends and makes recommendations based on those trends.


• Evaluates capital expenditures and depreciation.


• Develops automated reporting and forecasting tools for more efficient use of data.


• Performs other related duties as assigned.

Required Skills/Abilities

• Excellent verbal and written communication skills.


• Thorough understanding of Generally Accepted Accounting Principles (GAAP).


• Thorough understanding of Generally Accepted Auditing Standards.


• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis.


• Thorough understanding of project management.


• Excellent organizational skills and attention to detail.

Education and Experience

• Bachelor’s degree in Accounting, Finance, or related field required.


• Preferred 2-3 years’ experience in a comparable role.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.


• Must be able to lift up to 15 pounds at times.