HDQ Financial Planning Analyst

Dnata•Orlando, FL

About The Position

The Financial Planning Analyst supports the preparation of monthly accounts for several business units and plays a central role in managing the US business’s rolling forecast, annual budget, and analysis for business decision makers. The role includes preparing weekly and monthly accounts, analyzing variances against budget and forecast, reporting KPIs, and assessing risks and opportunities. The analyst may also work on business projects involving systems development, new business proposals, and operational performance improvement. The analyst performs monthly financial reviews, prepares accruals and prepayments, and produces business-unit profit statements for review and approval. The role evaluates financial performance against plans and forecasts, prepares reporting for leadership reviews, and maintains relationships with operational leadership. It also involves forecasting and reporting with operational management using corporate models, creating financial models for decision support, identifying trends and recommending improvements, maintaining reporting models and tools, preparing spreadsheets and presentations, researching and aggregating data, responding to ad hoc information requests, and checking imported data for accuracy. Special projects and other administrative duties may be assigned.

Requirements

Knowledge of financial accounting, including preparation of accruals, prepayments, and financial statements.
Financial modeling skills.
Strategic thinking and business acumen.
Ability to manage projects, plan, and prioritize.
Results-driven approach.
Problem-solving and analytical skills.
Ability to perform the essential duties satisfactorily; reasonable accommodation may be made for individuals with disabilities.

Responsibilities

Perform monthly financial reviews, generate accruals and prepayments, and prepare business-unit profit statements for review and approval.
Compare and analyze actual financial results against plans and forecasts.
Report on financial performance and prepare for regular leadership reviews.
Maintain communications and develop relationships with operational leadership.
Perform financial forecasting and reporting alongside operational management using corporate forecasting models.
Analyze financial data and create financial models to support decision-making.
Analyze past results and performance variances, identify trends, and recommend improvements.
Identify and drive process improvements, including creating and maintaining standard and ad hoc reports, tools, and dashboards.
Maintain core models used for monthly management reporting.
Create and prepare tables, spreadsheets, models, and presentations.
Conduct research, aggregate data, and prepare effective reporting.
Respond to ad hoc requests for information accurately and promptly.
Conduct quality assurance on imported data to ensure accuracy.
Work on special projects and perform other administrative duties as assigned.
Support the US business’s rolling forecast, annual budgeting, KPI reporting, and risks/opportunities analysis.
Work on business projects involving systems development, new business proposals, and operational performance improvement.