Prepares and performs analytical work related to annual budgets, monthly forecasts, financial statements and the firm’s critical indicators.  Works in matrix organizational structure that also supports divisional Executive Vice Presidents with financial analytics and other operational metrics.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

CLIENT SERVICE:  

• Use statistical analysis, simulation and optimization to develop practical solutions.
• Monitor and analyze financial trends and communicate results to leadership.
• Meet with executive management and leadership to identify, discuss and prioritize financial performance vs. annual plan
• Communicate results with key leaders and recommend improvements to meet key critical indicators.
• Develop process to accurately and timely communicate results to departments and stakeholders.
• Advise decision makers on the appropriate course of action, and present reports to document recommendations.
• Serve as a team leader/member on cross-departmental initiatives and projects.

QUALITY CONTROL & WORKFLOW:

• Manage the Analysis, forecasting and reporting of corporate and departmental operating performance in order to identify trends, risks and opportunities for improvement.
• Lead the preparation of annual financial plan.
• Compare monthly results to plan; prepare and forecast relevant financial scorecard information.
• Define and document measurement sources.
• Build, maintain and reinforce cost effective controls.
• Complete and consistently follow the workflows for defined reports and measurement tools.
• Ensure the operational data integrity from the divisions and departments are managed and accurate.
• Identify, understand and communicate any/all variances to appropriate audiences.

ORGANIZATION & PLANNING:

• Develop continuous improvement process to make decisions and recommendations regarding risks, opportunities and efficiencies.
• Develops and updates regularly scorecard critical indicators for each position in the organization.
• Organize time in advance so projects are completed on time and with appropriate content and organization.

TEAMWORK & WORK HABITS:

• Has the ability to learn from others, and continues to show his/her desire to learn and understand more.
• Participate in training and meetings in order to better assist external and internal customers.    
• Works cohesively with team members and communicates in a positive and respectful way.
• Is willing to resolve conflict when necessary, by openly discussing the issue with the appropriate individual(s).
• Able to work independently without a lot of guidance and supervision.
• Demonstrates ability to manage workload, spend the appropriate time on projects while still meeting the deadlines.  
• Is able to multi task and manage project deadlines effectively.

ESSENTIAL EDUCATION & OTHER SKILLS

• College degree in Finance or Accounting is required.
• Minimum of 3-5 years experience in accounting, finance, budgeting, forecasting and/or financial analytics required.
• Must demonstrate excellent verbal, written communication and interpersonal skills.
• Successful candidates will have the ability to prioritize and manage workload in a fast paced environment, work independently, consistently meet deadlines, as well as analyze and communicate financial information to disparate audiences.
• Must also have experience in Microsoft Office. Specifically Intermediate WORD skills and Advanced EXCEL skills. 
• Treat external and internal clients professionally at all times.
• Demonstrate the core values and respect for fellow co-workers, internal and external clients.
• Level of professionalism re relationships, attitude, promoting and representing the department and company, and adhering to other policies as they are further described in the Employee Handbook.