Senior Financial & Planning Analyst — Remote

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

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.