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Financial Planning Analyst

Company: AA Metals Inc
Location: Orlando
Posted on: August 7, 2022

Job Description:

Financial Planning Analyst Job Overview:

The Financial Planning Analyst (FP&A) position will play a leading role in the areas of budgeting, forecasting and strategy development. The role will analyze and interpret financial data to support the CEO, CFO and Controller. The ideal candidate will evaluate the financial progress and guide key decisions to support the achievement of company goals.

This is not a remote position. Work location: US Headquarters - Orlando, FL

Financial Planning Analyst Benefits:

Competitive compensation

Free employee health insurance and short/long term disability insurance

401k with matching, free financial planning advisor service

Tuition Reimbursement Program

Onsite gym, stocked kitchen, company events, Friday breakfasts, employee perks throughout the year

Financial Planning Analyst Essential Responsibilities:

Analyze actual results vs. budgeted/forecasted, identify the gaps, and report to management.

Performs financial forecasting, keeps the management informed, and helps them make the financial decisions.

Develop financial models to forecast the outcomes of certain business decisions.

Analyze the business process and financial performance, conduct benchmarking, and develop forecast models.

Examine and evaluate departmental budgets to determine percentage of resource consummation.

Track Operational metrics regularly and provide suitable business recommendations to the management.

Suggest improvements to the budgeting process and strategy based on available analytical information.

Provide suggestions and recommendations based on the financial reports prepared to reduce costs and improve financial performance.

Compare historical results against budgets and forecasts and performing variance analysis to explain differences in performance and make improvements going forward.

Mapping-out growth plans, including capital expenditures and investments generating five-year financial forecasts.

Financial Planning Analyst Functional Tasks:

Cash Flow Analysis - Cash flow forecasting, daily analysis of cash flow risk and action plans.

Pricing Management - Market Intel, Margin control, Price Sheets, Product pricing updates

Inventory Management - Demand forecasting, Stock replenishment, Inventory Turnover, Aging

FP&A - Monthly Sales/Purchasing/Operations Report (NetSuite -> Tableau), Monthly Finance Report (NetSuite -> Excel/Tableau), Monthly Expense Report (NetSuite -> Excel), Budget vs. Actual (P&L), Business plan and Forecast.

NetSuite - Saved Searches, KPI's, Dashboards.

Financial Planning Analyst Essential Qualifications:

Education: Bachelor's degree in Accounting or Finance, or equivalent, Master's degree preferred

Experience : Must have > 5 years of experience in FP&A at a $100MM+ company, private or public, 8-10 years preferred, manufacturing industry preferred

Financial Planning Analyst Competences:

Demonstrated capability to utilize best practices using NetSuite ERP Configurations across modules for the business.

Solid understanding of the budget and forecast; and strong financial background with full understanding and experience with financial models and analysis.

Sound knowledge in project management process and concepts.

Demonstrated ability to effectively communicate with all levels of the organization.

Ability to solve highly complex problems by working with cross-functional teams from IT and business across regions.

Good influencing, facilitating, and consulting skills in working with stakeholders across business functions.

Ability to quickly adapt to the changes and manage deadline pressure, ambiguity and change effectively.

Ability to handle multiple tasks and adapt to changing priorities.

Comfort with reporting requirements as well as key SaaS business metrics.

Thorough and detail-oriented, results-driven, excellent analytical skills and time management skills.

Self-motivated with the ability to adapt, prioritize, and execute.

Business Intelligence tools such as Tableau and Power BI, Oracle SQL language.


Keywords: AA Metals Inc, Orlando , Financial Planning Analyst, Professions , Orlando, Florida

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