Financial Planning and Analysis Analyst

Simpli.fi•Fort Worth, TX

1d•Hybrid

About The Position

Simpli.fi is seeking a Financial Planning and Analysis Analyst to join our team in Fort Worth, Texas. This role reports to the VP of Financial Planning and Analysis and requires strong organization, communication, and analytical skills. The ideal candidate is looking for a career in a growing and fast-paced company.

Requirements

2-5 years of experience in banking, public accounting, corporate finance, or other analytical role in finance & accounting.
Bachelor’s degree in Finance, Accounting or other analytical business degree.
Excellent analytical, communication and organizational skills.
Strong financial acumen and an inquisitive mind into underlying drivers of business performance.
Exceptional problem-solving skills – an analytical, innovative, and creative mindset.
Advanced Excel skills to aggregate, model, and manage large data sets.
Beginner to intermediate Microsoft Power BI and or Tableau skills.
Beginner to intermediate experience with forecasting software and ERP software.
Candidates must be authorized to work in the United States.
We are unable to provide visa sponsorship at this time.

Responsibilities

Explain business performance through monthly variance analysis of key financial statements, highlighting key trends and analyzing the cause of unexpected variances using both financial and non-financial variables.
Manage and update forecasts and other modeling of future performance.
Key owner of company’s financial models for forecasting, capital budgeting and financial decision making.
Owns peer comparison analysis, including benchmarking of key metrics and ratios, weighted average cost of capital estimation, and maintain public comparable multiples.
Prepares financial information and reports for monthly executive business reviews and board of director presentations.
Provides analysis of business unit and department financial performance and reporting.
Ad-hoc financial analysis support for strategic decisions, both organic and inorganic.
Key partner across the business, including sales, operations, finance and other support functions.
Collaborate with the Accounting team on a variety of initiatives, including but not limited to the monthly close process.