Senior Analyst, Financial Planning & Analysis

CREW Greater Cincinnati; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Analyst for Financial Planning & Analysis. This role involves deep engagement in financial and operational analysis, collaborating with key partners to align financial areas with corporate planning. The ideal candidate will refine forecasting processes, develop insightful analytics, and master various financial systems. This position offers an exciting opportunity to contribute to strategic planning and decision-making while working in a dynamic environment. If you're a motivated problem solver with a strong finance background, this is the perfect chance to make a significant impact.

Qualifications

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

Responsibilities

• Responsible for financial and operational analysis and reporting.
• Develop analytics and ad hoc reporting for functional areas.

Skills

Finance and Accounting Experience

Analytical Skills

Communication Skills

Interpersonal Skills

Organizational Skills

Problem-Solving 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