Summary: The purpose of this position is to provide financial and operational analysis support to Operations and Area Managers.  The selected candidate will:

·         Develop, support and maintain all aspects of financial and operational information, adding value to the process and management of reviews. 

·         Participate in the development of new processes and coordination of resources for efficiency enhancements. 

·         Support and enhance the ongoing management review process and management of the area for both profitability and operational improvements.

·         Assist Senior FP&A leadership in the development of budgeting and forecasting processes.

·         Must be detail oriented and quick to identify and follow up on issues to resolution.

·         Must be comfortable routinely working with field managers, internal management, and accounting.

 

Essential Duties and Responsibilities:

Report management and technical skills:

·       Prepare monthly financial reporting packages, dashboards and P&L reports (pivot table reports and detailed variance analysis)

·       Create forecasting models

·       Profitability and Expense Analysis

·       Assist in monthly P & L generation, research, and reconcile all variances from plan.

·       Prepare all requests for adjustments or reclassification of expenses as required.

·       Communicate guidelines with field for appropriate expense coding to minimize required reclassifications

·       Prepare benchmark reports to Field Management and Operations Administration for expenses (COR and SGA)

·       Profit improvement planning and modeling- development of activity based costing models.

 

 Budgeting & Planning:

·       Creating and maintaining control documents before and during the budgeting process.

·       Ensuring that the appropriate personnel have access to adequate training for the budget process.

·       Preparing all summary documentation and reporting to Field management and Operations Administration.

·       Identifying and highlighting all expected variances from prior year as part of the process.

·       Assist field in the preparation of budgets for new business audits as they arise during the year.

 

Qualifications:

·         Bachelor’s degree (B.A.) from accredited four-year college or university

·         2+ years of related experience and/or training

·         Advanced Excel skills including: Macros, Pivots, Lookups

·         Preferred: experience with reporting tools – Excel, Tableau, SQL, PowerBI, etc. 

·         Preferred: experience with Databases: SQL

·         Nice to have: Prior experience/knowledge of Vena & Peoplesoft

·         Ability to work independently with minimal direction in a fast paced environment

·         Strong communication and advisory skills with peers and management