- Work closely with the Director of Financial Planning and Analysis to support stakeholders across the organization with fact-based intelligence and data to support strategic decision-making
- Support the development of the annual operating budget
- Support the creation of world-class financial reporting through monthly, quarterly, and annual Financial Packages and develop forecasts for internal and external stakeholders
- Leverage periodic dashboards/reports to analyze and distribute operating results, trends, and metrics for the stakeholders across the enterprise
- Identify sources of variances, communicate causes, and implement data-driven forecasting improvements
- Perform analyses to develop models on trends, key business drivers, and financial results to prioritize & plan key decisions including revenue forecasting
- Monitor business performance against KPIs and strategic plans
- Assist in supporting business growth strategies by developing supporting metrics and KPI reporting
- Perform routine and ad hoc financial analysis as needed
- Consolidate financials across multiple regions and business units
- Other duties as assigned
- (K) Strong knowledge of financial analysis (forecasting, variance analysis, report and analytical analysis of revenue/expense and financial trends) with basic knowledge of accounting
- (S) Advanced skills in Excel and data visualization with functional experience in PowerPoint and other Microsoft Office tools
- (A) Ability to partner with and support stakeholder groups across the organization
- (A) Ability to effectively manage timelines and priorities
- This position has no supervisory responsibilities.
- In office environment
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times
- This job requires no planned business travel.
- Bachelor's Degree in Finance, Accounting, Business, or Data Oriented Field or a minimum of three (3) years of equivalent experience
- A Master's Degree in Business, Accounting, or a closely related field is a plus
- Minimum of two (2) years of experience in corporate finance or FP&A
- Financial modeling and budgeting experience preferred
- Must be highly proficient in Excel and functional in all Microsoft Office applications
- Experience with Microsoft Dynamics and/or PowerBI is a plus
- Prior experience in manufacturing or construction industries is preferred
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Financial Planning - Carrollton, United States - DuraServ Corp
Description
Job Description
Job DescriptionJob Summary
The Analyst, Financial Planning, and Analysis will serve as a key contributor in supporting reporting, analysis, visualization of metrics and key performance indicators, forecasting, budgeting, and planning company-wide. The role will support the development of detailed and insightful financial and operational results and analyses for internal and external stakeholders by leveraging business intelligence tools, dashboards, and ad hoc reporting. This role will assist in identifying key drivers to business performance and help stakeholders easily identify, track, measure, and action those to improve profitability in various functions.
This role will report directly to the Director of Financial Planning and Analysis and have significant exposure to Finance leadership, Branch Leadership, and Executive stakeholders.
Essential Functions
Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.
Knowledge, Skills, and Abilities
Leadership Competencies
For all jobs at DuraServ, the following competencies are essential for success in the job:
Action Oriented ● Communicates Effectively ● Customer Focus ● Decision Quality ● Drives Results ● Ensures Accountability ● Instills Trust ● Self-Development
Supervisory Responsibilities
Work Environment and Physical Demands
Travel
Education and Experience
Disclaimer
This job description is not designed to cover or contain a comprehensive listing of the required activities, duties, or responsibilities of the team member. Duties, obligations, and activities may change, or new ones may be assigned at any time with or without notice.
EEO Statement
DuraServ is an equal-opportunity employer. We prohibit discrimination and afford equal employment opportunities to team members and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Our EEO policy applies to all aspects of the relationship between DuraServ and its team members, including recruitment, employment, promotion, transfer, training, working conditions, compensation, benefits, and application of policies.
