Manager Financial Planning & Analysis - Field - Hybrid

National Express•Warrenville, IL

4d•Hybrid

About The Position

Summit School Services is hiring a Manager, Financial Planning & Analysis (FP&A) to support the company’s annual budget and quarterly forecast, and to partner with the Charter and Real Estate teams. The role performs regular and ad-hoc reporting to facilitate decision-making across the Company. It is highly visible, offers significant exposure to the executive team, and provides a growth opportunity for an experienced finance professional. Summit School Services companies are committed to transportation safety, quality transportation, outstanding customer service, and positive employee relations. The company’s corporate headquarters is in Warrenville, Illinois, and its regional operations teams support more than 250 local customer service centers throughout North America. Summit School Services has a zero-tolerance policy for conduct incompatible with its policies and values, including sexual exploitation and abuse, harassment, abuse of authority, and discrimination. The company is committed to safeguarding children and passengers. It aims to maintain a diverse workforce representative of the communities it serves and makes employment decisions based on business needs, job requirements, and individual qualifications, without regard to protected characteristics. Pay rates and most other employment terms and conditions vary by site, geographic market, customer or contractual terms, and position.

Requirements

Bachelor’s degree in accounting or finance.
Three to five years of finance experience, primarily in a corporate finance environment.
Strong commitment to providing excellent client service.
Ability to work under rigorous time constraints and manage multiple tasks.
Demonstrated financial modeling and analysis experience.
Proactive, professional demeanor and strong interpersonal skills.
Ability to produce high-quality results with attention to detail.
Ability to interface effectively with all levels of management and provide clear, concise explanations of complex problems.
Demonstrated analytical skills and business acumen, including solving problems with creative, data-driven solutions.
Expert knowledge of Microsoft Excel and advanced knowledge of Microsoft Word and PowerPoint.
Significant financial experience using financial or ERP systems, including Essbase.

Nice To Haves

CPA, CFA, or MBA.

Responsibilities

Act as a key member of the annual budget process, producing the company-level budget roll-up and reconciling consolidated results to sense-check the overall budget.
Support the VP of Finance in creating the annual five-year plan.
Analyze monthly results against forecast, budget, and prior year; identify key variance drivers and prepare insightful commentary.
Lead and support budgeting, forecasting, and monthly results for the Charter and Real Estate teams.
Assist field finance with monthly review packages.
Diagnose and implement process improvements to improve financial forecast quality.
Develop analytics to uncover root causes of performance trends and translate analysis into clear, actionable insights for multiple audiences.
Interact daily with accounting and other corporate departments and serve as the Finance liaison.
Work with the accounts receivable team and field finance on collecting outstanding balances.
Manage large projects or processes with limited oversight from a manager.
Build financial and scenario-based models to support decision-making.