Financial Planning and Analysis (FP&A) Analyst

MSR-FSR•Chandler, AZ

1d•Onsite

About The Position

A Financial Planning and Analysis (FP&A) Analyst is responsible for producing the monthly financial reporting package, analyzing financial data and trends, preparing the annual budget, providing insights to guide strategic business decisions for the C Suite as well as assisting the accounting teams to close the monthly financial system in a timely fashion. This position will also be assisted by a part-time FP&A Manager.

Requirements

Ability to interpret complex financial data, identify trends, and provide actionable recommendations
Strong financial reporting skills.
Strong ability to explain financial concepts to non-financial stakeholders clearly and concisely
Accuracy in financial reporting and modeling is essential - attention to detail.
Advanced Excel Skills required and must be proficient in Microsoft Office Suite.
Proficient with QuickBooks.
Thoroughness, accuracy, and attention to detail in all aspects of work.
Organized, dependable, reliable, able to work well independently and in a cross functional team.
Excellent communication skills. Must be able to articulate clearly both with the written and spoken word.
Strong organizational skills and an ability to manage projects and activities in a structured way and evaluate the results. Must be able to overcome obstacles to achieve the right end result.
Sensitivity to cultural and regional differences in communications, including style and spelling.
The ability to prioritize and handle a variety of detailed tasks simultaneously and to work effectively and efficiently under tight deadlines.
Outstanding interpersonal skills and ability to build teamwork and trust.
Ability to anticipate and initiate projects and coordinate others’ involvement.
Ability to contribute to the development of systems and processes.
Able to keep confidentiality and maintain professional demeanor.

Nice To Haves

Previous use of Centage or other budget and planning software a plus.

Responsibilities

Develop and consolidate budgets for QuickBooks department/classes and monitor actual performance against plans and recommend adjustments.
Prepare monthly reporting package using Centage Planning Maestro software. Summarize key budget to actual trends and actionable insights for executives. Identify key revenue and expense variances and opportunities for process improvement.
Prepare monthly financial consolidations for the parent LLC using trial balances provided by the five international subsidiaries.
Examine differences between actual and projected financial results, identify causes, and provide recommendations.
Build and/or update models to simulate business scenarios, assess risks, and support decision-making. Maintain and update the PDQM semiannually (MSR Quote Model in excel) using updated actual and projected labor and overhead expenses.
Meet with operational team quarterly to maintain the construction in progress account, place fixed assets in service, and update the US depreciation schedule and consolidating fixed asset roll forward.
Assist Controller with various areas of the monthly financial close.
Performing monthly reconciliations of US employee benefit and perform self-billing functions. Other reconciliations as requested.
Assist with annual financial statement audit fulfilling auditor requests and helping coordinate teams in providing Prepared by Client (PBC) requests.
Identify opportunities to streamline financial processes, enhance reporting accuracy and improve efficiency. Use behind firewall AI tools to work smarter and not harder.
Evaluate financial risks and opportunities, suggesting mitigation strategies to management.