Summary
The Senior Financial Planning Analyst (FP&A) provides business leaders and leadership with the analysis and information they need to make operational, financial and strategic decisions. This role supports the annual planning, forecasting and budgeting process and involves modeling & analysis of financial statements, variance analysis through spreadsheet automation, macros, PowerBI and Workday Adaptive Planning.
Roles & Responsibilities
- Performs quantitative analysis of operational and financial data
- Prepares financial reports for internal use at the company by collecting, analyzing, formatting and presenting information
- Evaluates new projects and investment opportunities
- Builds budgets and forecasts of future company performance
- Designs, develops and maintains a corporate financial model that details the entire company’s operations and projects future performance
- Uses complex knowledge of IT systems such as, but not limited to, Excel spreadsheet automation, macros, report generation, data visualization, Power BI and Workday Adaptive Planning
- Collaborates with stakeholders across the organization
- Cultivates ongoing improvements in finance and business processes and methodologies
- Champions and inspire creativity with fresh thinking, optimism, and resourcefulness
- Creates accurate, timely and structured data supporting review company initiatives
- Works closely with business and finance leaders coordinating on special projects & data requests
- Develops and enhancement of financial metrics underpinning the business
- Creates financial modeling and analytics, supporting current critical activities
- Develops Dashboards for Management
- Acts as a liaison between Finance, IT and operations, using superior communication skills to elicit, document, analyze and validate requirements
- Directs development of visualization & reporting
- Streamlines the reporting/budgeting/forecast process to give management more visibility over key items
- Develops databases and maintain data collection and cleanup
- Provides mentoring and guidance to lower-level employees
- May perform other duties as assigned by management
Skills And Knowledge
- Proficient with complex formulas, matrix, array formulas, regression analysis, interactive pivot tables to create custom dashboards
- Complex knowledge of IT systems such as, but not limited to, Excel spreadsheet automation, macros, report generation, data visualization, Power BI and Workday Adaptive Planning
- Experience taking ownership of, reviewing, questioning, and thoughtfully challenging data; is accurate and organized
- Ability to drive actions and timelines with senior leaders
Job Requirements
- Bachelor’s degree in project management, computational and applied mathematics, and/or finance. Master’s degree preferred
- 7 years+ financial analysis, and willingness to become the in-house Workday Adaptive Planning Expert
- Advance knowledge of supply chain management
- Must have a passion for finance
- Outstanding multitasking abilities
- Ability to work well under pressure to meet tight deadlines
DISCLAIMER
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties and skills required personnel so classified.
WORK ENVIRONMENT
While performing the responsibilities of this position, the work environment characteristics listed below are representative of the environment the employee will encounter: Usual office working conditions. Reasonable accommodation may be made to enable people with disabilities to perform the essential functions of this job.
TERMS OF EMPLOYMENT
Salary and benefits shall be paid consistent with Arete salary and benefit policy.
DECLARATION
The Arete Incident Response Human Resources Department retains the sole right and discretion to make changes to this job description.
EQUAL EMPLOYMENT OPPORTUNITY
We’re proud to be an equal opportunity employer- and celebrate our employees’ differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Different makes us better. Arete Incident Response is an outstanding (and growing) company with a very dedicated, fun team. We offer competitive salaries, fully paid benefits including Medical/Dental, Life/Disability Insurance, 401(k) and the opportunity to work with some of the latest and greatest in the fast-growing cyber security industry.When you join Arete…You’ll be doing work that matters alongside other talented people, transforming the way people, businesses, and things connect with each other. Of course, we will offer you great pay and benefits, but we’re about more than that. Arete is a place where you can craft your own path to greatness. Whether you think in code, words, pictures or numbers, find your future at Arete, where experience matters.Equal Employment OpportunityWe’re proud to be an equal opportunity employer- and celebrate our employees’ differences, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or Veteran status. Different makes us better.
