Senior Financial Analyst - Financial Planning & Analysis

Job description

**Overview:** This position is a key member of the FP&A organization and reports to the Manager – Performance Management. This role partners closely with business leaders and finance stakeholders to create and deliver actionable insights, support strategic decision-making, and drive financial performance. Responsibilities include financial reporting and analysis, forecasting, planning, performance management, and month-end close activities. The successful candidate will leverage financial and operational data to identify trends, develop key performance indicators, improve business processes, and enhance reporting capabilities. Experience in SAP S/4 HANA, Enterprise Planning tools and PowerBI are required. ### Primary Responsibilities: - Prepare management reporting, performance commentary, and financial analysis for senior leadership - Partner with business leaders to evaluate performance against budget, forecast, and prior-year results - Conduct or assist with month-end close activities including allocations, assessments, reviews to ensure complete, accurate and timely close - Utilize Power BI, SAP Analytics Cloud (SAC), Anaplan, and other analytical tools to automate reporting and develop actionable insights - Review and analyze financial results to determine accuracy and completeness of information; identify trends and make recommendations for improvement - Analyze costs to ensure accuracy and identify opportunities for cost optimization and efficiency improvements - Diagnose, support and resolve issues related to financial information systems including Anaplan, and S/4 HANA systems - Develop a deep understanding of business operations and key value drivers; create and enhance KPIs that provide actional insights to management - Lead process improvement and standardization initiatives to enhance reporting accuracy, efficiency, and scalability - Lead portions of the monthly forecast, annual budget, and long-range planning processes - Deliver recurring and ad hoc financial analyses that support business decisions and identify opportunities to improve performance ### Job Requirements: - Bachelor’s degree in Accounting, Finance, Economics, Data Analytics - >5 years of work experience in financial analysis, accounting, or general business - Demonstrated initiative, intellectual curiosity, and commitment to continuous learning and professional development - Strong analytical problem solver with ability to analyze data and provide in depth explanations and correlations - Proven analytical and financial modeling skills - Detail-oriented and timeline driven with emphasis on accuracy and results - Strong coordination, communication (oral and written), facilitation and interpersonal skills required - Ability to work comfortably across all levels of employees and management - Ability to prioritize workload, handle multiple tasks and meet deadlines - Self-motivated professional who collaborates effectively across cross-functional teams and drives initiatives to completion - Proficiency with MS Office Suite products; strong Excel and Power Point skills required - Experience developing financial models, KPIs, dashboards, and performance reporting solutions - Experience in S4 HANA required ### Preferences: - MBA, CPA, CFA, or other relevant professional certification preferred - Experience with SAP Analytics Cloud (SAC), Anaplan, or comparable enterprise planning solutions preferred - Experience supporting manufacturing, distribution, supply chain, or operations-focused organizations preferred