Senior Business & Planning Analyst

American Psychological Association; Washington, Northern (District of Columbia, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Remote Work/Flexible Scheduling

401(k) with employer match up to 4%

Medical, dental, and vision insurance

Job summary

The American Psychological Association seeks a Senior Business & Planning Analyst to provide financial tracking, reporting, and analysis support for the Director of Business & Planning. This role collaborates with Finance, ITS, and APA Publishing to deliver timely financial insights and budget submissions, and to present data to stakeholders.

Responsibilities include monthly packages, KPI reporting, forecasting, and managing royalties.

Qualifications

• Bachelor’s degree in business administration, accounting, finance
• 5+ years of experience in data gathering/analysis budgeting/finance and/or business analysis
• Strong communication skills to present financial results to senior management

Responsibilities

• Assists in preparing monthly financial packages for APA Publishing management reporting
• Prepare department-specific monthly financial reporting for heads of departments
• Gather data from various systems and generate KPI-based reports for senior management
• Calculate, manage and distribute royalties based on contractual agreements
• Assist in revenue and expense forecasting for APA Publishing and ensure data reflects in Planful
• Assist with compiling the yearly budget for APA Publishing
• Manage new technology projects using Agile framework for APA Publishing
• Prepare monthly financial reports for APA Books stakeholders
• Manage contract processes and document approvals in the legal database
• Provide ad hoc reporting across Business and Planning to support strategic decisions

Skills

Advanced Excel

Salesforce reports

JIRA

Budgeting

Financial analysis

Education

Bachelor's degree in business administration, accounting, or finance

Tools

Oracle

Microsoft Dynamics

Navigator

Job description

APA HQ
750 First Street NE
Washington, DC 20002, USA

APA HQ
750 First Street NE
Washington, DC 20002, USA

Note: APA operates on a 37.5-hour work week with one-hour lunch breaks each day. APA sets salaries based on several considerations, including years of relevant experience, level of education, and previous staff and/or governance experience at APA.

The Senior Business & Planning Analyst provides financial tracking, reporting, and analysis support for the Director of Business & Planning. The position works closely with Finance, ITS, and various departments within APA Publishing. This position will work closely with the Director to provide sales and financial reports to various departments. The Senior Business & Planning Analyst will work closely with the various departments within APA Publishing to create and submit the APA Publishing budget. This role will also be responsible for presenting financial data to key stakeholders and the Publishing Management Team.

Education and Experience

• Bachelor’s degree preferred in business administration, accounting, finance
• A minimum of 5 years of experience in data gathering/analysis budgeting/finance, and/or business analysis
• Strong organizational and communication skills are essential, as you will be tasked with regularly communicating financial results and financial variances/metrics to senior management and must be able to articulate the key business metrics/drivers.

Computer Skills Required

• Advanced Excel spreadsheet capabilities
• Intermediate GL software skills with a package such as Oracle, Microsoft Dynamics, or Navigator preferred
• 1-2 years of experience writing/modifying queries and generating reports out of Salesforce.
• 1-2 years of experience in JIRA or other project management software

Responsibilities

• Assists in preparing a monthly financial package for APA Publishing management reporting in year-to-date revenue vs prior year and budget, as well as documenting key take-aways from the financial report.
• Prepare department specific monthly financial reporting to various heads of departments; review and research all inaccuracies and adjust, as necessary.
• Gather data from various systems and generate reports based on KPI’s to allow senior management to make strategic decisions.
• Calculate, manage and distribute the books and journals royalties based on contractual agreements to authors and Journal Partners in a timely and efficient manner
• Assist in the forecasting of revenue and expenses semiannually for APA Publishing. Ensure that all data is provided back to Finance team and verify that all information is reflected accurately in Planful, a budgeting tool.
• Assist with compiling the yearly budget for APA Publishing.
• Manage new technology projects using the Agile framework, in support of APA Publishing. Creates business cases on new initiatives and obtains approvals from stakeholders. Works with the product owner and developers to advance the priorities of the PUBS team.
• Prepare monthly financial reports for APA Books stakeholders, based on financials, inventory, eBook sales, and trend analysis
• Manage all processes related to contracts, including but not limited to overseeing the approval process and uploading them to the legal database.
• Provides various ad hoc reporting as required, including but not limited to sales reports by product, by region, by country, etc. Works across Business and Planning departments to collect data from various sources, manipulate that data into a digestible format, and provide the reporting that was required to make strategic decisions.
• Utilizes relevant and/or emerging technologies and practices to increase productivity, offer self-service, and optimize, streamline and templatize all Financial Management processes and deliverables.

Other Duties as Assigned

• Ad hoc financial report preparation, as assigned.
• Special project duties, as assigned.
• Back-up support for other BP staff, as assigned.

About APA

The American Psychological Association (APA) represents 146,000 psychologists, students, and affiliates, primarily in the U.S. and Canada but also in other countries around the world. APA is a scientific and professional organization with about 500 employees and is categorized as a 501(c)(3) along with its 501(c)(6) companion organization, APA Services, Inc.

APA offers a generous employee benefits program, includingRemote Work/Flexible Scheduling; a 401(k) option with employer matchof up to 4%; medical, dental, and vision insurance options and an outpatient mental health benefit; paid personal/vacation time plus 12 paid holidays; Family/Medical Leave; tuition assistance; an Employee Assistance Program (EAP); short- and long-term disability insurance; and more.

Job Location: Remote

APA jobs may be considered for remote work eligibility as defined in APA’s Flexible Work Policy and are subject to approval. Remote work employees may not work from the following states or U.S. territories: Alaska, California, Colorado, Guam, Hawaii, Iowa, Louisiana, Montana, Nebraska, New York, North Dakota, Ohio, Puerto Rico, Rhode Island, U.S. Virgin Islands, Washington, Wyoming.

The American Psychological Association is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, gender identity or expression, marital status, personal appearance, familial status, family responsibilities, matriculation, political affiliation, genetic information, protected veteran status, or any other characteristic protected under applicable federal, state, or local law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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