Robert Half Financial Planning & Analysis Analyst in Auburndale, Wisconsin
Robert Half is looking for an extraordinary Financial Planning & Analysis Analyst to join a dynamic firm. In this FP& A role, you will conduct financial modeling on a range of financial products and measure, analyze, and forecast performance in conjunction with operating plans. In addition to preparing reports for management, you will help advise management on the distribution of resources to best complete objectives. You will focus on areas like forecasting, performance reporting, and expense management as a business partner on tis dynamic team. This Financial Planning & Analysis Analyst will be responsible for supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Along with your main responsibilities, you will assist with operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. The Financial Planning & Analysis Analyst role is a permanent employment opportunity in the Auburndale, Wisconsin.
How you will make an impact
Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending
Propel monthly reporting to business partners on financial results and actions necessary
Work on monthly and quarterly financial close processes in collaboration with the Accounting team
Survey performance to date and assess potential opportunities and risks
Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, strategic resource allocation and prioritization, and event tracking and execution
Ensure plans are properly executed by working with cross-functional partners in Accounting and Operations
Deliver effective Business Intelligence (BI) to provide valuable foresight and decision support
An ideal candidate should be highly flexible, comfortable with large amounts of information, and adept at managing expectations
Keep track of monthly and quarterly performance by comparing actuals versus expectations and enabling business partners to handle their resources
Support Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting
Complete and direct forecasting reports
Requirements - Demonstrated ability to build and deliver effective presentations to audiences with wide-ranging backgrounds
BA/BS degree in finance or a related field
Foundational knowledge in business analysis
Solid understanding of financial analysis
External reporting experience
Adeptness in analysis
Budget Processes experience highly desired
Expertise in Project Planning
Demonstrated knowledge of strategic planning
Strong communication skills, both verbally and in writing
Prior experience in Spreadsheet and ERP system
Skills in problem solving through statistical analysis or with large data sets highly desired (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
Critical thinking, problem solving, ability to work independently
Financial planning & analysis (go-to-market experience a plus)
Skill with Business Intelligence (BI) reporting tools required
Experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be authorized to work in the United States. Benefits are available to temporary professionals. Visit https://roberthalf.gobenefits.net/ for more information.