Financial Planning and Analysis Consultant

Job Summary

The Financial Planning and Analysis Consultant, under limited oversight, is responsible for actively driving, supporting, and engaging in a range of financial management activities to support the Enterprise. Identifies and drives initiatives to continuously improve the financial planning discipline, which includes practices, methodologies, and policies across all aspects of operational and financial forecasting, budgeting, and resource management. Designs and builds financial models and operational targets, serving as a finance business partner to ensure the organization is deriving business value from investments. Is a subject matter expert both within the Financial Planning team and across the organization.

Job Responsibilities

• Leads the preparation of the annual budget, monthly forecasts and the three-year plan and ensure alignment with the corporate strategy.
• Identifies, supports, and leads initiatives to continuously improve, automate, and mature financial practices, policies, and methodologies of the financial management discipline including practices in complex financial modelling, financial forecasting, budgeting, expense management, allocation, and optimization.
• Designs, develops and maintains complex financial models aligned with the corporate business strategy to project future financial and operational performance.
• Builds and maintains financial models at the enterprise, segment, and enabling business unit levels within the budgeting and forecasting system by collaborating with key business partners.
• Analyzes complex financial information to provide accurate and timely financial forecasts and recommendations to senior leadership for decision-making purposes at the enterprise, segment, and enabling business unit levels.
• Creates senior leader and board level presentations.
• Applies awareness and knowledge of internal and external business activities, trends, best practices and tools to address business problems.
• Shares insights and knowledge with other analysts and leaders across the organization.
• Collaborates with key stakeholders to analyze, understand, and improve gaps in performance in comparison to target, reporting, researching, analyzing, and presenting results and providing insightful recommendations.
• Proactively identifies opportunities for improvement of processes and leads improvement efforts.
• Develops relationships and fosters collaboration with key business partners across the organization.
• Utilizes strong partnerships and influence in the Segments and Enabling Business Units to drive alignment across the Enterprise.
• Drives change and communication management activities in support of Corporate Business Planning goals including leading conversations and acting as a subject matter expert (SME) in major projects.
• Provides mentoring, technical guidance, training, and support to other members of the department, reviews the work of others to ensure accuracy and completeness, and builds financial acumen across the enterprise as a financial advisor to the business units.

Job Qualifications

• 7+ years of experience in Financial Accounting/Reporting or a related field.
• Bachelor's degree in Accounting, Finance, Business, or a related field and/or commensurate experience.

Licenses and Certifications

• Chartered Financial Analyst (CFA) (Preferred)
• Certified Public Accountant (CPA) (Preferred)

Behavioral Competencies

• Collaborates
• Communicates Effectively
• Decision Quality
• Nimble Learning
• Customer Focus

Technical Skills

• Project Management
• Budget Management
• Financial Controls
• Financial Statement Analysis
• Accounting Software & Tools
• Accounting & Reconciliation
• Financial Analysis
• Taxation
• Auditing
• Audit & Compliance
• Risk Management

This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.