Financial Planning and Analyst Mgr

Job Description

  • Job Title Financial Planning Analyst
  • Salary 102,500 USD (per year)

Description

If you want to join a fast-growing Construction/Contractor company, you might be the outstanding Financial Analyst Robert Half is looking for. In this Financial Analyst position, you will conduct financial modeling on various financial products as well as measure, analyze, and forecast performance in conjunction with operating plans. Additional duties include advising management on the allocation of resources to best accomplish objectives and preparing reports for management. Forecasting, performance reporting, and expense management will be some of your focus areas as a business partner on this dynamic team. The Financial Analyst will primarily be responsible for supporting world class strategic and financial planning methods, building long-range operating plans to support business imperatives and developing rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. Additional aspects of this role consist of operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. This Financial Analyst role is located in the Long Beach, California, and it is a permanent employment opportunity.

What you get to do every day

- Deliver valuable foresight and decision support by enabling effective Business Intelligence (BI)

- Ensure business partners handle their resources by tracking monthly and quarterly performance through the comparison of actuals versus expectations

- Have a thorough understanding of internal and external drivers and be able to explain how they are impacting performance and trending

- Work alongside cross-functional partners in Accounting and Operations to ensure plans are properly executed

- Work alongside senior executives on strategic deep dives to create financial models and insights on topics such as: Retention forecasts, event tracking and execution, Campaign Planning & Tracking, return on investment of strategic investments, and strategic resource allocation, and prioritization

- Lead monthly reporting to business partners on financial results and if any actions are required

- The ideal candidate should be a highly flexible individual who is adept at managing expectations and comfortable with handling large amounts of information

- Work closely with Accounting on the monthly and quarterly financial close processes

- Recognize potential risks and opportunities while analyzing performance to date

- Support Area/Segment-level Bookings on a weekly, quarterly and annual basis, as well as P& L forecasting

- Gather and oversee forecasting reports

Requirements

- Practical knowledge in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)

- Skilled in Spreadsheet and ERP system

- Proficiency with Business Intelligence (BI) reporting tools required

- Eager problem-solver who listens for customer cues and actively resolves problems with grace and integrity

- Outstanding communication skills, excellent interpersonal skills, both oral and written, and ability to build as well as deliver effective presentations

- Financial planning & analysis (go-to-market experience recommended)

- Ability to effectively interact, verbally and in writing

- BA/BS degree in finance or a related field

- 5+ years of experience in problem solving through statistical analysis or with large data sets highly preferable (such as in derivatives, structured finance, or business analytics or in a similarly demanding and analytical role)

- Foundational knowledge in GAAP Accounting

- Comprehensive knowledge of Yardi Software

- Proficiency in Real Estate Accounting

- Auditing experience highly desired

- Expertise in budget forecasting
   
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