Strategic FP&A & Forecast Analyst

MAI Capital Management; Independence Township (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

MAI Capital Management is seeking an energized Forecast, Planning & Analysis Analyst to support forecasting, management reporting, and business unit financial analysis under the guidance of the Forecast, Planning and Analysis Manager and senior team members.

You will help develop and produce financial forecasts, ensure data integrity, and support leaders in making informed decisions to drive performance, while assisting cross-functional activities and data-driven studies across the firm.

Qualifications

• Bachelor’s degree in finance, Accounting, Economics, or related field.
• 0 – 3 years analytical experience in a Finance or related business role; entry-level candidates are encouraged to apply.
• Exposure to financial management, enterprise resource planning, and reporting systems and tools (Hyperion, NetSuite, etc.) a plus.
• Basic understanding of budget preparation and administration; developing financial and/or accounting acumen.
• Strong analytical and problem-solving skills; familiarity with financial modeling and statistical analysis.
• Foundational knowledge of financial policies, practices, and procedures, including GAAP.
• Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).
• Leadership experience a plus, (i.e. president or leader of a group, athletics, etc.).

Responsibilities

• Develops a working understanding of MAI financials and metrics and drivers of revenue and profitability by market, client, product/service, etc.
• Assists in developing accurate and credible financial forecasts that support business strategy.
• Supports preparation of budgets and forecasts, variance analyses, and periodic/ad hoc reporting under the direction of senior team members.
• Helps identify and escalation risks/opportunities to plan; supports business unit and regional leaders in tracking tactics to close plan gaps or realize opportunities.
• Assists in updating and maintaining revenue and profit-based financial/economic forecast models as needed.
• Analyzes records of past and present operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to help project future revenues and expenses.
• Supports analysis of relationship manager related data, including client segmentation and profitability, profile of new and existing customers, pipeline activity and conversion.
• Monitors financial status by tracking actual results against plans and forecasts; flags trends for senior team members.
• Assembles and summarizes data for management review, assists in preparing reports, and supports data-driven analysis and recommendations; helps ensure data accuracy and integrity.
• Assists with monthly/quarterly reporting analyzing financial results and performance to plan.
• Clearly communicates findings and supporting analysis to internal stakeholders.
• Participates in studies, analyses, and recommendations, including budgets, forecasts, financial plans, regulatory requirements, statistical reports, and business forecasts.
• Identifies opportunities to improve internal team processes.
• Helps monitor industry trends and supports development of benchmarking analysis.
• Participates in special projects and studies, and other ad hoc analyses as requested.

Skills

Forecasting

Financial analysis

Budgeting

Variance analysis

Data interpretation

Excel

Communication

Education

Bachelor’s degree in finance, Accounting, Economics, or related field

Tools

Hyperion

NetSuite

Job description

MAI Capital Management is seeking an energized Forecast, Planning & Analysis Analyst to support forecasting, management reporting, and business unit financial analysis under the guidance of the Forecast, Planning and Analysis Manager and senior team members.

You will help develop and produce financial forecasts, ensure data integrity, and support leaders in making informed decisions to drive performance, while assisting cross-functional activities and data-driven studies across the firm.