Financial Planning & Analysis Analyst II

Job Summary:

This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting. This includes assisting in financial assessment, preparing financial and other reports, and researching financial trends.

Essential Responsibilities:

• Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers. This includes listening, responding to, and seeking performance feedback; acknowledging strengths and weaknesses; assessing and responding to the needs of others; and adapting to and learning from change, difficulties, and feedback.
• Completes work assignments by applying up-to-date knowledge in the subject area to meet deadlines. This involves following procedures and policies, applying data and resources to support projects or initiatives, collaborating with others to solve business problems, and communicating progress and information.
• Supports the evaluation of the business environment by assisting with financial assessment, including Situational, Strengths/Weaknesses/Opportunities/Threats, Opportunity-Based Strategic Planning, and system value chain analysis.
• Supports internal and external audits by assisting with the preparation of audit schedules and review of audit results.
• Supports the creation of budgets and/or forecasts in accordance with business strategic initiatives by analyzing budgeting trends and conducting budget and forecasting.
• Supports others in advising region/business unit leaders on strategic fiscal matters by assisting with preparation of regular and special reports for both financial and statistical matters.
• Supports financial modeling by assisting with the development of best-practice models and documenting risk alternatives.
• Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess the financial impact of strategies and initiatives.
• Supports costing activities by assisting with the identification of cost avoidance and cost recovery opportunities.
• Evaluates performance, operations, and financial state by using templates and computer applications. This includes conducting financial analyses and completing variance analysis.
• Supports reporting of region/business unit financial information by preparing and evaluating financial trend information, data analysis reports, and forecasts of income and expense.
• Supports field operations by assisting with analysis of their operational and financial performance.
• Supports Financial Statement Analysis of business partners by using software systems and determining the financial status of business partners.
• Supports improving financial performance by assisting with the identification of financial trends and running analyses to address operational issues.
• Supports strategic financial planning by performing financial, utilization, and benchmark analytics.
• Supports strategic financial planning by gathering recommendations for financial plans, acquisition activity, financial requirements, and operating forecasts.

Minimum Qualifications:

• Bachelor's degree in finance, business, or related field OR a minimum of three (3) years of financial planning and/or data analysis experience, or directly related business experience.

Preferred Qualifications:

• Two (2) years of experience working with intermediate functions of spreadsheet software, including filtering data, creating pivot tables, and linking workbooks or spreadsheets.
• One (1) year of experience working with basic SQL and/or SAS coding.