Financial Planning & Analysis Analyst

SK Battery America • New York, NY

1d • $100,000 - $110,000 • Hybrid

About The Position

We are seeking a Financial Planning & Analysis Analyst to join our Firm. This position will be based in our New York office (hybrid). Assists in all areas of business reporting and analysis, with a focus on annual budget preparation, quarterly forecasting and monthly monitoring and analysis. Investigates and documents variances and provides support to local department managers and budgeters across the Firm. Works on the annual budget process with a focus on identifying trends and making recommendations to resolve budget challenges in various offices and departments across the Firm. Participates in the monthly reporting process, makes recommendations, and handles the implementation of process improvements. Develops an in-depth understanding of the data that is provided, understands where the data came from and determines the accuracy of the information. Provides consulting, project management, training, and support across the Firm in all areas of budgeting, forecasting, variance analysis and financial report design, creation and distribution. Updates and refreshes shared data sources and files used to provide quick financial metrics Performs a variety of ad-hoc financial analysis across the Firm, as directed by the department Manager. Develops and implements process improvement in reporting and budget activities and improves financial reporting accuracy. Continuous maintenance of Firm budget business rules in Oracle Supports IT in testing and implementing financial system upgrades. Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others. Manages Firm resources responsibly. Regular and reliable physical presence to (ex: work as part of a team, meet with clients, use on-site equipment, etc.). Complies with and understands Firm operation, policies, and procedures. Performs other related duties as assigned.

Requirements

• Broad knowledge of Finance and Accounting (Budgeting/Accounting/Systems) fields
• Knowledge of Oracle SmartView and Financial Reporting Studio
• Knowledge of relevant firm computer software programs (e.g., Oracle, Aderant (or 3E or Elite), MS Excel, Outlook, PowerPoint), with the ability to learn new software and operating systems
• Demonstrates effective interpersonal and communication skills, both verbally and in writing
• Excellent analytical, troubleshooting, organizational, and planning skills
• Demonstrates close attention to detail
• Ability to work well in a demanding and fast-paced environment
• Ability to handle multiple projects and shifting priorities
• Ability to handle sensitive matters and maintain confidentiality
• Ability to work well independently as well as effectively within a team
• Flexibility to travel
• Flexibility to adjust hours and work the hours necessary to meet operating and business needs
• Bachelor's Degree
• Minimum of three years of related experience
• Working experience with Excel, Oracle and Aderant (3E or Elite)

Responsibilities

• Assists in all areas of business reporting and analysis, with a focus on annual budget preparation, quarterly forecasting and monthly monitoring and analysis.
• Investigates and documents variances and provides support to local department managers and budgeters across the Firm.
• Works on the annual budget process with a focus on identifying trends and making recommendations to resolve budget challenges in various offices and departments across the Firm.
• Participates in the monthly reporting process, makes recommendations, and handles the implementation of process improvements.
• Develops an in-depth understanding of the data that is provided, understands where the data came from and determines the accuracy of the information.
• Provides consulting, project management, training, and support across the Firm in all areas of budgeting, forecasting, variance analysis and financial report design, creation and distribution.
• Updates and refreshes shared data sources and files used to provide quick financial metrics
• Performs a variety of ad-hoc financial analysis across the Firm, as directed by the department Manager.
• Develops and implements process improvement in reporting and budget activities and improves financial reporting accuracy.
• Continuous maintenance of Firm budget business rules in Oracle
• Supports IT in testing and implementing financial system upgrades.
• Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others.
• Manages Firm resources responsibly.
• Regular and reliable physical presence to (ex: work as part of a team, meet with clients, use on-site equipment, etc.).
• Complies with and understands Firm operation, policies, and procedures.
• Performs other related duties as assigned.

Benefits

• Competitive salaries and year-end discretionary bonuses.
• Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
• Generous paid time off.
• Paid leave options, including parental.
• In-classroom, remote, and on-demand learning and professional development opportunities.
• Robust well-being classes and programs.
• Opportunities to give back and make an impact in local communities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level