Senior Financial Analyst - Virtual Company

Job Title:              Senior Financial Analyst, FP&A

FLSA Status:       Exempt

Reports to:          Director, FP&A

Schedule:             Core Business Hours      

Description:

The Senior Financial Analyst, Financial Planning and Analysis (FP&A) is responsible for development and maintenance of budget and forecast models and consolidation of brand, office, and department budgets and forecasts for quarterly and annual presentation. This position extracts and analyzes financial data and prepares financial performance insights for presentation to executive and brand leaders. 

Essential Job Functions:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required.

Duties and Responsibilities:

• Extract, organize, and present financial data to support the annual budget and periodic forecasting process in an accurate and timely manner
• Build and maintain annual budget models, periodic forecast models based on recent trends and expectations, and predictive models that assess the viability of new initiatives or projects under consideration against the existing budget or forecast
• Compile and analyze financial reports and operational metrics to identify trends, anomalies, and discrepancies that require management attention
• Develop variance analysis reporting to assist executive, brand, office, and department leaders in evaluating revenue and expense performance compared to budget and forecast expectations
• Prepare financial performance insights for distribution to executive and brand leaders
• Support periodic reviews of results with brand, office, and department heads to improve the accuracy of forecasts
• Identify and drive process improvements, efficiencies, and accuracies in financial reporting capabilities, including the creation of standard and ad-hoc reports, tools, and models in Microsoft Excel and Adaptive Financial Planning software

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Desired Competencies: 

• Business Insight – Applies knowledge of business and the marketplace to advance the organization’s goals
• Collaborative – Partners and connects with others to achieve shared goals or objectives, seeking input and inspiring others to value the same, building trust with each collaborative interaction
• Communicates Effectively – Develops and delivers written and verbal communication that conveys clear understanding of different audiences and their levels of comprehension. Active listener to ensure clear understanding
• Fosters Innovation – Embraces an open-minded curiosity when approached with new ideas and supports workforce optimization
• Optimizes Work Processes – Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement
• Organizational Savvy – Maneuvers comfortably through complex policy, process
• Strategic Mindset — Looks from above to provide objective perspectives to represent strategies creating lasting business value

Education and Experience: 

• Bachelor’s degree in finance or related field required
• Minimum 3 years' finance experience required
• Proficient in Microsoft Excel required
• Knowledge of GAAP and financial statement preparation required
• Adaptive Financial Planning and NetSuite preferred

Location:  In office.

Hybrid/Remote option may be considered with Management approval.

Travel Requirements:   

Less than 5% (almost no travel)

Physical Demands: The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this position:

Frequent:              Sitting, walking, eye/hand/foot coordination and repetitive motion.

Occasional:         Standing and bending.

Infrequent:           Lifting up to 10 pounds.

 Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.