Financial Planning & Analysis Specialist

Summary Description:

A Financial Planning & Analysis Specialist (FP&A Specialist) is responsible for providing the client with the analysis and information they need to consider economic and business trends, review past company performance and attempt to anticipate obstacles and potential problems, all with an eye toward forecasting a company’s future financial results. The FP&A Specialist is responsible for examining, analyzing and evaluating the client’s financial activities as well as budgeting and forecasting their financial future. The FP&A Specialist works closely with Accounting Services teams to ensure accuracy and quality of work produced to provide utmost value to the client.

Essential Job Functions

• Evaluating whether the company’s current assets and investments are the best use of the company’s excess working capital, by looking at return on investment (ROI) and comparisons with other ways the company might utilize its cash flow
• Gauging the company’s overall financial health, primarily by using key financial ratios such as the debt to equity ratio, current ratio, and interest coverage ratio
• Identifying which revenue streams have the highest profit margin (and which have the lowest)
• Filing, faxing, scanning, check stuffing and photocopying of documents
• Examining and evaluating the cost-efficiency of each department of the company, in light of what percentage of the company’s financial resources each department consumes
• Working with clients to prepare budgets and consolidate them as needed
• Preparing internal reports for clients and supporting their decision making
• Creating, updating, and maintaining financial models and detailed forecasts of the company’s future operations
• Comparing historical results against budgets and forecasts, and performing variance analysis to explain differences in performance and make improvements going forward
• Considering opportunities for the company to expand or grow. Mapping out growth plans, including capital expenditures and investments. Generating three- to five-year financial forecasts
• Special projects to assist accounting team as assigned by Director of Accounting
• Maintain confidentiality of clients
• Perform other duties as assigned

Knowledge, Skills and Abilities

• Solid interpersonal skills
• Proficiency with basic Microsoft Office applications
• High user level of Microsoft Excel required
• A high school diploma or equivalent required
• An associate or Bachelor degree is valued
• Minimum of five years relevant experience preferred
• Ability to follow pre-established guidelines to perform a variety of functions
• Ability to follow professional appearance and dress code guidelines
• Strong organizational and problem solving skills
• Ability to communicate effectively and professionally with clients and others
• Ability to work independently