Senior Analyst, Financial Planning & Analysis

Link Logistics; New York (NY); On-site; USD 60,000 - 95,000; Full time

Job summary

An established industry player is seeking a Senior Analyst in Financial Planning & Analysis. This role involves collaborating with key partners to align financial reporting with corporate strategies, developing annual plans, and refining forecasting processes. The ideal candidate will possess strong analytical and communication skills, with a proven track record in finance or accounting. You will have the opportunity to work with cross-functional teams, utilizing advanced tools like PowerBI and Excel to provide insights that drive efficiency. If you're a motivated problem solver who thrives in dynamic environments, this position is perfect for you.

Qualifications

• 2-5+ years of Finance and/or Accounting experience.
• Advanced proficiency in Excel and experience with data visualization tools.

Responsibilities

• Align financial reporting with corporate planning.
• Develop annual plans and monthly forecasts.
• Refine forecasting processes and models.

Skills

Finance experience

Accounting experience

Analytical skills

Communication skills

Problem-solving skills

Organizational skills

Education

Bachelor's Degree in Business

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Tools

Excel

PowerBI

ESSBASE

Google LOOKER

Cognos

Tableau

Job description

The Senior Analyst, Financial Planning & Analysis will participate heavily in financial and operational analysis, related guidance, communicating process and guidance to teams in the field, and reporting on results to field teams and senior management.

RESPONSIBILITIES:

• Responsible for working closely with key partners on financial and operating reporting to align financial area with corporate planning.

• Work closely with the key partners to develop the annual plan and monthly forecasts in line with corporate planning & forecasting guidelines.

• Refine existing forecasting processes and models

• Develop analytics and other ad hoc reporting that provide important insights to the efficiency of functional areas and spend.

• Understand and master a multitude of financial systems and processes to provide support and training as needed

• Analyze the existing processes, tools and deliverables for effectiveness and ease of use

• Utilize data for annual budgeting, monthly forecasting, and quarter end close

• Adjust and manipulate current PowerBI models for short term needs

QUALIFICATIONS:

• 2-5+ years of demonstrated Finance and/or Accounting experience

• Bachelor's Degree in business, Accounting, or Finance required

• Possess excellent communication, interpersonal, analytical/problem-solving skills

• Ability to work with cross-functional teams across many levels of management.

• Ability to meet tight deadlines demonstrating organizational skills and attention to detail.

• The ideal candidate is highly motivated and a strategic problem solver with the ability to see the big picture while working with ambiguity and uncertainty.

• Advanced proficiency in Excel

• Real estate background a plus

• Basic proficiency in Power Point

• Experience with data extraction tools such as ESSBASE or Google LOOKER

• Experience with data visualization tools such as PowerBI, Cognos, Tableau or similar