Financial Planning & Analysis Analyst III

Job Summary:

This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting. This includes identifying and preparing reports on financial and budgeting trends, assisting in the analysis of operational performance, and gathering and preparing recommendations on financial activities and plans.

Essential Responsibilities:

• Pursues self-development and effective relationships with others by proactively providing resources, information, advice, and expertise with coworkers and customers. This includes influencing others through technical explanations and examples, providing occasional mentoring to team members, and addressing performance feedback.
• Completes work assignments by applying up-to-date expertise in the subject area to generate creative solutions. Ensures all procedures and policies are followed and collaborates cross-functionally to solve business problems.
• Supports the evaluation of the business environment by conducting financial assessments and generating reports summarizing business, financial, or economic data.
• Completes costing activities by identifying cost avoidance and cost recovery opportunities.
• Supports improving financial performance by identifying financial trends and partnering with the business to address operational performance issues.
• Supports business modeling by developing best-practice models and analyzing risk alternatives.
• Supports reporting of region/business unit financial information by evaluating financial trends and using data from region/business unit systems to support analyses.
• Supports assessment of the business vision, objectives, and strategic initiatives by conducting research to assess the financial impact of strategies and initiatives.
• Creates budgets and/or forecasts under the guidance of others by analyzing budgeting trends and coordinating with others to develop department/regional budgets.
• Evaluates performance/operations/financial state by conducting complex financial analyses and completing complex variance analysis.
• Supports internal and external audits by assisting with the preparation of audit schedules and review of audit results.
• Supports field operations by analyzing their operational/financial performance.
• Supports Financial Statement Analysis of business partners by determining the financial status of business partners and assessing risk implications.
• Supports others in advising region/business unit leaders on strategic fiscal matters by preparing regular and special reports for financial management.
• Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
• Supports strategic financial planning by gathering and preparing recommendations for financial plans and operating forecasts.

Minimum Qualifications:

• Bachelor's degree in finance, business, or related field and a minimum of three (3) years of Financial Planning & Analysis experience, or directly related business experience. Additional equivalent work experience in a directly related field may be substituted for the degree requirement.

Preferred Qualifications:

• One (1) year experience in a leadership role with or without direct reports.
• One (1) year project management experience.