Financial Planning & Analysis Analyst

A leading brand in tax preparation, Jackson Hewitt helps millions of hardworking Americans prepare their taxes with confidence every year. Under the direction of a new and aggressive CEO, Jackson Hewitt has developed a bold vision to disrupt the tax prep industry. Backed by private equity and led by a lean and highly skilled team, the company is set up for success. Now, Jackson Hewitt is looking to evolve our Financial Planning & Analysis function into true finance strategic, leveraging our rich data sets to drive smarter decision making and optimize our financial performance.

POSITION SUMMARY

Financial Planning & Analysis Analyst

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provide advisory financial consulting to the senior business leaders of internal organizations supported.
• Business unit coverage and ownership of key financial planning processes such as the annual budget.
• Develop regular monthly/annual financial reporting, forecasts and variances against plans and forecasts.
• Support Executive Team on various financial matters including in-depth analysis of business cases and financial modeling.
• Provide ad hoc financial and operational modeling and business case analyses in areas such as acquisitions and new product development (i.e. health care and financial products).
• Help develop metrics and benchmarks to measure key client functions and initiatives and support real-time business decisions.
• Long-term three statement financial modeling in support of potential transactions and transaction-related due diligence analysis.
• Analyze and evaluate financial data and make recommendations to enhance business processes and profitability.
• Identify, access, analyze, classify and review highly complex financial and operational data to put a fact base behind analytical frameworks.
• Perform analyses on company valuations, including discounted cash flow (DCF), comparable company analysis (CCA), and precedent transactions, to assess the intrinsic value of the company and support strategic decision-making.
• Great Powerpoint presentation skills.
• Other job duties as assigned.

EDUCATION AND COMPETENCIES

• BA/BS Degree in Accounting or Finance preferred, but open to candidates with relevant work experience
• 1-3 years experience as an operations, business, or FP&A Analyst (retail industry preferred)
• Demonstrated experience in the application of analytical methods of addressing business issues, with an emphasis on decision support analysis
• Strong working experience with Microsoft Excel and PowerPoint
• Experience with financial ERP systems preferred (experience with Adaptive is a bonus)
• Demonstrated time-management and multi-tasking skills coupled with a keen ability to prioritize assignments
• Strong quantitative, problem-solving, analytical mindset, with a deep aptitude for numbers and statistical inference, able to distill complex business issues, diagnose root causes, and execute strategies to validate and ultimately resolve the underlying problems
• Intellectual curiosity, thinking beyond the task at hand to solve bigger problems and drive meaningful outcomes, quickly recognizing the so what of a given problem.
• Tenacious you drive results, overcome obstacles, and keeps projects moving forward
• Innovator – you challenge the status quo and look for ways improve the processes around you
• Strong team player with high integrity and reliability, that thrives in a fast-moving environment (deadline driven, prioritizing multiple projects, staying organized, effectively managing your time)
• High degree of comfort working with large volumes of data, building analyses from the ground up, building financial models, scenario analysis, and forecasting trends

WHAT YOU WILL GET IF YOU JOIN US

• Fully work from home opportunity
• Competitive Salary plus Bonus
• Health insurance, Personal Accidental & Life Insurance Benefits
• Innovative culture with an open and collaborative environment
• Many opportunities to develop core and new skillsets and have a stake in your own success
• Freedom to create your best work and make a visible impact on the organization