Financial Analyst II, FP&A Corporate Planning (34728)

KLS MARTIN LP•Jacksonville, FL

95d•Onsite

About The Position

The Financial Analyst II, Corporate Planning supports the FP&A organization by independently leading assigned financial planning, business analytics, and decision-support activities that enable operational, financial, and strategic decisions across the organization. The role serves as the primary Finance business partner for assigned departments, functions, or business units and leads budgeting, forecasting, and analytical initiatives of increasing complexity. In collaboration with business leaders and Finance colleagues, the analyst develops financial models, evaluates business performance, and provides recommendations that support operational improvements and strategic initiatives. The position also uses technology, automation, and data analytics to improve financial processes, reporting, and organizational decision-making. The position leads planning and forecasting activities for assigned areas, develops business cases and financial evaluations, prepares analyses and presentations, and monitors performance against budget, forecast, and prior periods. It develops KPIs, dashboards, driver-based models, and scalable reporting solutions; ensures model integrity through documentation, validation, and testing; and identifies opportunities to automate and standardize Finance processes. The analyst partners with Finance Technology & Transformation and operational teams, communicates findings and recommendations to stakeholders, and coordinates assigned initiatives across Finance and business functions. The job is located in Jacksonville, Florida, and lists a work shift of 8:00 a.m. to 5:00 p.m. The work environment is described as a normal office environment. Physical requirements include sitting for extended periods, extended computer-screen viewing, walking, reading, speaking, hearing/listening, repetitive motions, pushing/pulling, bending/stooping, reaching/grasping, and writing. Regular, punctual attendance is required.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related quantitative discipline.
Three to five years of progressive experience in Financial Planning & Analysis, corporate finance, accounting, or a related analytical role.
Demonstrated experience supporting budgeting, forecasting, financial modeling, and business performance analysis.
Advanced Microsoft Excel skills, including financial modeling, data analysis, and automation techniques.
Strong analytical, financial modeling, and problem-solving skills, including the ability to evaluate complex business and financial issues.
Ability to translate financial and operational information into business insights and practical recommendations.
Ability to independently manage planning activities and analytical assignments while balancing multiple priorities.
Strong business acumen and ability to understand operational drivers and their financial impact.
Effective written and verbal communication skills, including presenting financial information to Finance leadership and business stakeholders.
Continuous improvement mindset and interest in simplifying processes, leveraging technology, and improving decision-making.
Sound judgment, professionalism, and accountability when handling confidential financial information.
Ability to build collaborative relationships across Finance and the broader organization and support cross-functional initiatives.
Computer keyboard and software use; retrieve, compile, maintain, and verify information and records; organize and prioritize tasks; and operate office equipment.
Mathematical skills including basic and advanced concepts, ratios, percentages, graphs, formulas, equations, statistics, interpolation, inference, frequency, and reliability.
Communication and analytical skills including verbal and written communication, public speaking or group presentations, research, analysis, interpretation, investigation, evaluation, and recommending action.
Leadership and supervisory skills, including managing people.

Nice To Haves

Experience with SAP; SAP is preferred.
Experience with Power BI, Tableau, or comparable business intelligence tools.
Experience within a manufacturing or operational environment.

Responsibilities

Lead budgeting, rolling forecast, and planning activities for assigned departments, functions, and business units, coordinating assumptions with business stakeholders.
Develop and maintain forecasts for assigned functional areas and prepare significant components of consolidated income statement, balance sheet, and cash flow forecasts with senior FP&A team members.
Develop business cases, capital investment analyses, and financial evaluations for operational improvements and strategic initiatives.
Evaluate planning assumptions, forecast accuracy, and changing business conditions; recommend updates to improve planning quality.
Prepare executive-ready financial analyses, planning materials, and presentations for Finance leadership and departmental management.
Develop and maintain KPIs, dashboards, and performance metrics that provide actionable insight for assigned business areas.
Analyze financial and operational performance to identify trends, risks, opportunities, and business drivers, and translate findings into practical recommendations.
Evaluate profitability, operating performance, and financial results against budget, forecast, and prior periods.
Synthesize financial and operational information into concise analyses and presentations for management decision-making.
Develop and enhance driver-based financial models for budgeting, forecasting, scenario analysis, and business planning.
Build analytical tools for assigned initiatives and improve existing model design, efficiency, and usability.
Ensure model integrity through standardized design, documentation, validation, and testing.
Improve model scalability, automation, and consistency through enhanced modeling practices.
Use technology, automation, AI, and analytical tools to improve financial planning, reporting, and business analysis.
Develop scalable reporting solutions, dashboards, and analytical tools that improve efficiency and reduce manual effort.
Partner with Finance Technology & Transformation to implement reporting enhancements, improve data quality, and strengthen analytical capabilities.
Identify opportunities to simplify Finance processes through automation, standardization, and improved use of technology.
Serve as the primary Finance business partner for assigned departments, functions, or business units, providing proactive financial guidance and analytical support.
Challenge assumptions, validate financial and operational information, and develop objective financial analyses to support business decisions.
Partner with Finance and operational teams on planning activities, business initiatives, and organizational priorities.
Communicate financial information, analytical findings, and recommendations to Finance leadership and business stakeholders.
Lead assigned planning, forecasting, and analytical initiatives while coordinating activities across Finance and assigned business functions.
Maintain regular, punctual attendance and handle confidential financial information with sound judgment, professionalism, and accountability.