Financial Planning and Analysis Associate

Johnson Development Associates, Inc.

Spartanburg (SC)

On-site

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A financial services firm located in Spartanburg, SC is seeking a Financial Planning and Analysis Associate. The candidate will provide data analytics and insights to support business decisions, enhance financial modeling, and collaborate with various stakeholders. The ideal candidate should have a quantitative degree and at least 2 years of relevant experience in data science and financial roles, using software tools such as SQL and Python. The position offers full-time employment within a dynamic team environment.

Qualifications

2+ years of experience in a quantitative field.
Experience with data science methodologies and technologies.
Proficiency in AI applications and automation tools.

Responsibilities

Provide data, research, and insights to support decision making.
Collaborate with CFO on data warehouse and analytics.
Lead cash flow forecasting and analysis.

Skills

Financial analysis

Data science

AI proficiency

Project management

Communication

Education

Bachelor's or Master's degree in quantitative field

Tools

SQL

Python

Tableau

Power BI

Job description

Financial Planning and Analysis Associate

Join to apply for the Financial Planning and Analysis Associate role at Johnson Development Associates, Inc.

Financial Planning and Analysis Associate

Join to apply for the Financial Planning and Analysis Associate role at Johnson Development Associates, Inc.

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Johnson Management (JM) is based in Spartanburg, South Carolina and provides cash, treasury management, accounting, tax, financial planning and analysis, and investment management support to The Johnson Group. Johnson Management works hand in hand with the owners, Board, and management teams to execute on its mandate.

JM is currently searching for a Financial Planning and Analysis (FP&A) Associate to provide data analytics and AI support across JM’s full mandate. The role will be in the Corporate Office in Spartanburg, South Carolina. A description of the position and requirements are listed below. Qualified candidates should submit their resume to apply for this role.

Position Summary:

The FP&A Associate will create value by providing data, research, models, and insights that support reporting and decision making within JM and for the Owners and Board. The role will enhance value by expanding the application of data science, AI, and automation capabilities at JM.

A successful candidate will have strong financial analysis, data science, AI, data structuring and modeling, project management, and communication skills.

The ideal candidate has a quantitative based Degree and two+ years of heavy quantitative experience in Data Science, AI, report automation, FP&A, and accounting information systems.

Position Responsibilities - Essential Functions:

Data and financial models: Collaborate with the JM CFO and the Johnson Development finance team (member of The Johnson Group) on our integrated data warehouse to design and execute recurring and ad hoc analytical models. Develop and maintain improved data models and analytical frameworks that incorporate data and report automation and AI-driven insights to enhance accuracy, efficiency, and predictive capabilities.
Capital planning and analysis: Lead the consolidated cash flow forecasting and analysis at the Johnson Group level. Coordinate with the business unit leaders to get accurate, timely data into a group-wide model that can be used to make data-based decisions on capital allocation, investments, and treasury management. Collaborate with the CFO to identify deep dive analyses and synthesize results into insights and recommendations for the board and owners.
Cash position and yield management: Track and report on cash flows and cash position for the overall group and for each ownership entity (trusts, LLCs, etc.). Identify and model scenarios – upside and downside – to help inform capital allocation and investment decisions. Help identify, prioritize, and assess opportunities to maximize yield on excess cash.
Investment analysis: Conduct monthly, quarterly, and annual returns analysis on the marketable and private equity portfolio, operating companies, and specific real estate assets. Automate data collection, integration, and report generation.
Reporting and dashboard: Partner with operating companies and JM team members to develop and synthesize insights for monthly, quarterly, and annual reports. Lead the annual financial statement reporting and analysis process.
Ad-hoc analysis and support: Perform analysis to support decisions related to Investments, Taxes, Debt, Legal, Accounting, and other areas within the Johnson Management mandate.
Guiding Principles: Strive to exemplify the Company’s Guiding Principles daily. Show initiative through streamlining processes and driving efficiencies within JM.

Required Education and Experience:

Bachelor’s and/or Master’s degree in a quantitative field
2+ years of work experience in a quantitative field
Experience with data science methodologies and technologies, including software tools for organizing, manipulating and analyzing complex data sets (e.g., SQL, Python, R)
Proficient in AI applications, automation tools, and scripting languages, with the ability to match tools to specific use cases and implement functional UI/UX designs
Experience with Accounting information systems
Familiarity with creating dashboards and reports in business intelligence platforms (e.g., Tableau, Power BI)
Ability to use logic and reasoning skills with a strong ability to work through difficult analytic situations
High learning agility with a proven ability to work efficiently and effectively in a fast-paced and flexible environment
High degree of proficiency in MS Office Suite (Word, PowerPoint, Excel)
Strong, clear, and proactive communicator with excellent written and verbal communication
Organized, responsive, and analytical with exceptional attention to detail
Strong ethical standards; able to create trust and integrity with co-workers and partners

Equal Opportunity Employer:

JDA provides equal employment opportunities (EEO) to all applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. JDA complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.

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