Sr. Analyst Financial Planning & Analysis

ZipRecruiter; Sherman (TX); Remote; USD 85,000 - 100,000; Full time

Job summary

A well-known recruitment platform is seeking a Financial Analyst to analyze financial data, assist in the preparation of financial reports, and evaluate investment opportunities. This remote position requires a Bachelor's degree in a related field and 3-4+ years of relevant experience. The role offers a salary range of $85,000 - $100,000, with benefits including medical insurance and a 401(K) plan.

Benefits

Paid Holidays

Vacation Time-off

401(K) with matching

Medical/Dental/Vision Insurance

Qualifications

• 3-4+ years of business finance or relevant experience.
• Ability to manage multiple projects in a fast-paced environment.
• Strong proficiency in Excel.

Responsibilities

• Analyze financial information for investment decisions.
• Evaluate financial performance against forecasts.
• Develop and distribute financial reports.

Skills

Analytical Skills

Research Skills

Problem-solving Skills

Interpersonal Skills

Mathematical Skills

Process Improvement

Project Management

Time Management

Education

Bachelor's degree in Accounting, Finance, Economics or Statistics

MBA or Masters Degree

Tools

Workday Adaptive Planning

MS Office applications

Job description

Job Description

This position will be responsible for using both quantitative and qualitative analysis of all operational aspects of the business to evaluate the company’s progress toward achieving its goals and to map out future goals and plans. The role will include financial planning, analysis, projections, modeling and making recommendations to senior leadership. Position will also play an active role in the monthly reporting and analysis, ad hoc reporting, forecasting and projections.

This is a remote position.

Major responsibilities

• Analyze financial information to produce forecasts of the business, industry, and economic conditions for use in making investment decisions.
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
• Evaluate new projects and investment opportunities.
• Assist in preparation, review, and distribution of monthly, quarterly, and annual financial reports to management and outside 3rd-parties.
• Assist in the budget and forecast process; “Own” and enhance the Workday Adaptive Planning Model.
• Develop, maintain, and distribute ad-hoc reports and financial models used to support business development analysis, industry benchmarking and analysis, cost containment recommendations, revenue trending and analysis, etc.
• Work closely with Accounting, Business Intelligence and Data Science departments to ensure goal alignment and achievement of most efficient processes.

Qualifications

• Strong analytical, research and problem-solving skills.
• Ability to seek out process improvement.
• Effective in bringing creative thinking to problem solving situations.
• Excellent interpersonal skills.
• Excellent mathematical skills; proven work in a quantitatively heavy role.
• Strong proficiency in Workday Adaptive Planning
• Strong proficiency in MS Office applications, with advanced Excel skills
• Strong time management, project management, task prioritization, and organizational skills.
• Self-motivated, detail-oriented and ability to manage multiple projects.
• Ability to interact with others in all departments and levels of the organization in a fast paced, dynamic environment.

Minimum Requirements

• Bachelor's degree (B. A.) from four-year College or University in Accounting, Finance, Economics or Statistics
• MBA or Masters Degree a plus
• 3-4+ years of business finance or other relevant experience

Compensation & Benefits

• Base Salary: $85,000 - $100,000
• Position is Exempt, with Paid Holidays and Vacation Time-off
• 401(K) Available (with matching, after three months of employment)
• Medical/Dental/Vision Insurance Coverage