Principal Financial Analyst

Job Description:

• Responsibilities may include the following and other duties may be assigned, in a fast-paced environment.
• Performs and analyzes financial modeling, trends and studies subjects such as rates of return, depreciation, working capital, cash flow, investments, and cost a Product budget, variance analysis, forecasting, financial planning and expense comparisons by analysis of profit and loss statements and/or income statements and/or balance sheet accounts.
• Prepares reports of findings and trends, compiles and consolidates financial plans and provides insights to management.
• Develops, maintains, and establishes operational specifications for financial information systems considering such things as information flow, volume, ad hoc reporting, and analysis.
• Provides analysis by business performance by unit, division or group.
• This role is an individual contributor with responsibility in Financial Planning and Analysis for an Operating Unit.
• Delivers and/or manages projects assigned and works with other stakeholders to achieve desired results.
• Role is expected to act as a mentor to colleagues or assist in directing the work of other lower level professionals.
• Role needs to operate with some autonomy; recognized expert, managing large projects or processes.
• Exercises latitude in determining deliverables of assignments, with limited oversight from manager.
• Coaches, reviews and delegates work to lower level specialists as needed.
• Problems and issues faced may be difficult, moderately complex and undefined, and require detailed information gathering, analysis and investigation.
• Develops solutions to moderately complex problems, and/or makes improvements of processes, systems or products independently to enhance performance of job area.
• Implements solutions to problems.

Education & Experience:

• Accounting or finance degree.
• 7+ years’ experience required.

Top 3 Candidate Experience Requirements:

• FP&A experience.
• Autonomy.
• Strong Excel capabilities.

Required Knowledge and Experience:

• Requires mastery of a specialty area and full knowledge of industry practices, typically obtained through advanced education combined with experience.
• May have broad knowledge of project management.
• Requires a University Degree and minimum 7 years of relevant experience, or advanced degree with a minimum of 5 years of relevant experience.

Functional Area:

• Financial Planning and Analysis (FP&A).

Suggested Job Titles:

• Accounting and Finance Consultant.
• Business & Financial Operations Analyst, FP&A.
• Director FP&A.
• Finance Manager - FP&A.
• FP&A Consultant.