Financial Planning Analyst

ESET•San Diego, CA

53d•$98,000

About The Position

The Financial Planning Analyst provides insight into results, trends, and opportunities by reviewing monthly, quarterly and annual results compared to the budget. The employee helps execute the annual budget, forecast and associated presentations, reporting and dashboards. This proactive role assists in the development of sophisticated financial modeling and business partnering with local department heads in the region. This position also involves interacting intensely with the regional accounting and finance teams in addition to working with the Global HQ finance teams almost daily.

Requirements

Bachelor's degree in Accounting, Finance, Economics, Statistics, or equivalent experience required
3 - 4 years of experience is optimal in one or more of the following areas: Financial Planning and Analysis, Financial Reporting and/or Corporate Finance
Familiar with advanced data analytical tools such as Power Query, Power Pivot, SQL, Power BI, Access and Data cube (OLAP) architecting
Experience with ERP systems and data extraction knowledge such as ODBC required
MS Excel reporting building and analysis skills preferred - Slicer Reporting, Pivot Tables, Macros, Functioning, Charting and VBA
Highly self-driven with demonstrated accountability and ownership
Functions effectively under pressure in environments of rapid change and conflicting demands
Due to Global HQ being in Europe, must have ability to juggle time zones and willingness to work off hours on some days especially during the annual budgeting process.
Demonstrated ability to balance competing priorities. Demonstrates a sense of urgency in meeting goals
Commitment to continuous improvement and quality methodology skills

Responsibilities

Assist in driving and developing the annual plan process with business partners, by providing department leaders in the region with preliminary budget templates and discussion plans for current year forecast and plan for next year. Process changes and updates after such discussions into the forecast and budget plan.
Collect detailed department data from regional department leaders and prepare preliminary annual plan and forecast by department and region. Create plans compatible with loading into Global Planning Tool and load the data.
Review Global Planning Tool data with preliminary local plan and forecast.
Create and deliver monthly reporting at an aggregate regional and department level.
Leverage advanced data-connection technology to develop, implement and deploy self-service dynamic forecast tool and report to business partners throughout the company for expense management, headcount reconciliation, inventory and financial consolidation to local and corporate ERP systems.
Use data from different sources to perform monthly financial analyses, tracking, forecasting, budgeting, and review of operational performance.
Consult with business partners to develop self-service products such ROI calculators and trackers, KPI templates and marketing spend trackers.
Develop structured monthly and quarterly executive management reporting analyzing year-over-year financial performance and actual performance as compared to the budget plan.
Plan and coordinate the work of colleagues in accordance with superior's instructions, be responsible for the performance of the tasks entrusted to it in accordance with established procedures and processes and prioritize tasks of colleagues in order to meet established objectives and achieve required results.
Carry out other work according to the instructions of a managing employee in accordance with the activity of the department and the company.