Senior Analyst, Financial Planning & Analysis

Ryan•Plano, TX

4d•Hybrid

About The Position

The Senior Analyst, Financial Planning & Analysis helps analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Senior Analyst supports the Manager of FP&A and assists in providing financial consulting and strategic support, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Manager of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making.

Requirements

Bachelor’s degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university.
2–3 years of related experience in P&L analysis with an understanding of accounting basics required.
Proven strong analytical skills.
Must be articulate with excellent verbal and written communication skills.
Must be self-motivated and have the capacity to work with limited supervision.
Must be able to think creatively, be highly driven, organized, and have the highest standards of accuracy and precision.
Advanced skills in Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research.
Experience using accounting software is required.
Valid driver's license required.

Nice To Haves

Experience in an international professional services environment preferred.
Workday experience a plus.
Certified Public Accountant (CPA) or Charted Financial Analyst candidate preferred.

Responsibilities

Analyze current and past trends of key performance indicators, highlighting issues and causes of unexpected variances.
Compile monthly and/or quarterly financial reports.
Assist in annual budgeting and quarterly forecasting processes.
Use performance management tool to provide analysis and adhoc reporting to business partners.
Provide accurate and timely financial recommendations to management for decision-making purposes.
Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company.
Support the continued development of budgeting, financial forecasting, operating plan, and modeling tools.
Perform ad-hoc reporting and analysis.
Use business intelligence tools and dashboard reports to develop insights and analysis.
Proactively look to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions.
Develop financial models and analyses to support strategic initiatives.
Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed.
Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials.