Senior Analyst, Financial Planning & Analysis

Ryan LLC; Plano (TX); Hybrid; USD 80,000 - 115,000; Full time

Benefits offered by this job

Hybrid work options

PTO

401K with employer match

Tuition reimbursement

Gym membership reimbursement

Fertility assistance

Paid parental leave

Sabbatical after five years

Job summary

Ryan, LLC seeks a Senior Analyst in Financial Planning & Analysis to analyze forecasts, budgeting processes, and operating plan variance. You will prepare financial packages, revenue and expense analyses, and support senior management with strategic insights.

The role partners with regional leaders to produce timely reports, develops financial models, and uses BI tools to drive efficiency and ROI across practices and international expansions. Hybrid work and growth opportunities available.

Qualifications

• Bachelor's degree (B.A. or B.S.) in Accounting or Finance from a four-year college or university.
• 2–3 years of related experience in P&L analysis with an understanding of accounting basics.
• Proven strong analytical skills.
• Must be articulate with excellent verbal and written communication skills.
• Must be self-motivated and have the capacity to work with limited supervision.
• Experience in an international professional services environment preferred.

Responsibilities

• Create accurate and timely financial recommendations to management for decision-making purposes.
• Support senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed.
• Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials.
• Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances.
• Compiles monthly and/or quarterly financial reports.
• Assist in annual budgeting and quarterly forecasting processes.
• Uses performance management tool to provide analysis and adhoc reporting to business partners.
• Provide accurate and timely financial recommendations to management for decision‑making purposes.
• Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company.
• Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools.
• Performs ad‑hoc reporting and analysis.
• Use business intelligence tools and dashboard reports to develop insights and analysis.
• Proactively looks to improve performance by evaluating processes to drive efficiencies and understand ROI in new acquisitions, practice areas, and international expansions.
• Develops financial models and analyses to support strategic initiatives.

Skills

Analytical skills

Verbal and written communication

Self-motivated

Creative thinking

Organized

Education

Bachelor's degree in Accounting or Finance

2–3 years of P&L analysis experience

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Workday

Accounting software

Internet research

Job description

Why Ryan?

• Hybrid Work Options
• Award-Winning Culture
• Generous Personal Time Off (PTO)
• Benefits
• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
• Benefits Eligibility Effective Day One
• 401K with Employer Match
• Tuition Reimbursement After One Year of Service
• Fertility Assistance Program
• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Senior Analyst, Financial Planning & Analysis helps analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Senior Analyst supports the Manager of FP&A and assists in providing financial consulting and strategic support, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Manager of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making.

Duties and responsibilities, as they align with Ryan Key Results People:

• Create a positive team member experience.
• Provide accurate and timely financial recommendations to management for decision-making purposes
• Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed.
• Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials
• Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances.
• Compiles monthly and/or quarterly financial reports.
• Assist in annual budgeting and quarterly forecasting processes
• Uses performance management tool to provide analysis and adhoc reporting to business partners
• Provide accurate and timely financial recommendations to management for decision‑making purposes
• Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company
• Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools.
• Performs ad‑hoc reporting and analysis.
• Use business intelligence tools and dashboard reports to develop insights and analysis
• Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions.
• Develops financial models and analyses to support strategic initiatives.

Education and Experience:

• Bachelor's degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university.
• 2–3 years of related experience in P& L analysis with an understanding of accounting basics required.
• Proven strong analytical skills.
• Must be articulate with excellent verbal and written communication skills.
• Must be self‑motivated and have the capacity to work with limited supervision.
• Must be able to think creatively, be highly driven, organized, and have the highest standards of accuracy and precision.
• Experience in an international professional services environment preferred.

Computer Skills:

• To perform this job successfully, an individual must have advanced skills, in Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research.
• Experience using accounting software is required.
• Workday experience a plus.

Certificates and Licenses:

• Valid driver's license required.
• Certified Public Accountant (CPA) or Charted Financial Analyst candidate preferred.

Supervisory Responsibilities:

This role does not have direct reports.

Work Environment:

Standard indoor working environment. Occasional long periods of sitting or standing while working. Position requires regular interaction with employees and clients both in person and via e‑mail and telephone.

Independent travel requirement:

none.

Equal Opportunity Employer/Females/Minorities/Veterans/Disability:

Ryan offers outstanding opportunities to work in a dynamic, rapidly expanding tax services firm serving the world’s most respected Global 5000 companies. Our innovative work environment, accelerated growth path for high performers, competitive benefits package, and outstanding earning potential provide the most rewarding career experience available in the industry. Ryan employees are given the freedom to do their best work in a way they work best. With a clear understanding of expectations and accountabilities, our employees are given ownership of their time and flexibility to meet the demands of their professional and personal lives. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Ryan LLC (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non‑immigrant status). Job duties related to this role are to be conducted in a manner that adheres to privacy laws, as well as follows internal governance related to protecting confidential information and trade secrets, and to securing data and company records. Equal Employment Opportunity/Affirmative Action/Accommodation Ryan, LLC is an equal opportunity employer and is committed to compliance with all applicable laws prohibiting employment discrimination. It is our policy to take all employment actions and make all employment decisions without regard to race, color, religion, creed, gender, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, citizenship status, genetic predisposition or carrier status, disability, military status, status as a disabled or other protected veteran or any other protected status under applicable law. It is Ryan's policy to make reasonable accommodation for qualified individuals with disabilities. Click here to view the entire EEO poster and supplement. *Notice to Canada Candidates – In accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Canadian Human Rights Act, Ryan ULC will provide accommodation, accessible formats and communication supports for the interview upon request.Ryan welcomes and encourages applications from people with disabilities*.