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 listening and responding to 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, leveraging an understanding of data and resources to support projects or initiatives.
• Collaborates cross-functionally to solve business problems, identifying and monitoring priorities, deadlines, and expectations. Communicates progress and information, recommending and implementing ways to address improvement opportunities.
• 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 calling attention to operational issues that need to be addressed.
• Partners with the business to address operational performance issues.
• Supports business modeling by developing best-practice models and analyzing risk alternatives.
• Develops what-if scenarios and forecasts using in-house models or software.
• Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense.
• Reviews assets, liabilities, revenues, and expenses, using data from region/business unit systems to support analyses.
• Conducts research to assess the financial impact of strategies and initiatives.
• Creates budgets and/or forecasts under the guidance of others in accordance with business strategic initiatives.
• Evaluates performance, operations, and financial state by using and implementing templates and computer applications.
• Conducts complex financial analyses and completes complex variance analysis.
• Supports internal and external audits by assisting with preparation of audit schedules and review of audit results.
• Analyzes operational/financial performance to support field operations.
• Assesses the financial status of business partners and evaluates risk implications.
• Prepares regular and special reports for financial and statistical matters to facilitate financial management throughout the organization.
• Organizes regular meetings with leadership to review financial results for their areas.
• Supports strategic financial planning by performing and evaluating financial, utilization, and benchmark analytics.
• Gathers and prepares recommendations for financial plans, acquisition activity, financial requirements, 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.