Location: Plano, TX, United States

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

As an Associate within the Financial Planning and Analysis team, you will be responsible for analyzing, preparing, and reconciling accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities 

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Drive efficiency reporting, analytics and strategy including, but not limited to location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills 

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• 3+ years of work experience
• Advanced skills in Excel and PowerPoint
• Proficiency in data mining, gathering, and manipulation of large data sets
• Strong analytical and problem-solving skills, with the ability to present conclusions concisely
• Inquisitive, enthusiastic, and diligent, with the ability to challenge peers
• Strong verbal and written communication skills, able to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record of executing special projects or assignments with minimal lead time or information
• Highly motivated self-starter who thrives under pressure and tight deadlines, with excellent time management and prioritization skills
• Team player respected as a trusted partner for Business, Finance, and FP&A teams

Preferred qualifications, capabilities, and skills 

• Experience preferably in Financial Services, and/or accounting/controller background

 

 

Our Financial Analysis team provides strategic financial analysis along with forecasting, budgeting, timely reporting, and development