Senior Financial Analyst

Public Interest Registry•Reston, VA

3d•Onsite

About The Position

The Senior Financial Analyst helps lead the day-to-day company financial planning and analysis activities that include developing financial plans (budgets/forecasts), reviewing monthly results to identify and investigate variances to plan, developing reports and presentations to explain month-end results, creating financial models to support decision making, and assisting with the monthly financial close. This position serves as a business partner, assisting PIR’s functional department owners in budget/forecast development, expense management, and policy compliance. The ability to think critically, communicate effectively with stakeholders and management, and work cross functionally to develop and execute creative solutions is critical. The Senior Financial Analyst focuses on driving PIR’s financial planning and analysis function with an emphasis on performance improvement, providing quality management information, and furthering good decision-making and sound financial judgment through the development of processes, analytical tools, and management reporting.

Requirements

Bachelor’s degree in finance, accounting, or related field. Master’s degree and/or CPA, CFA or equivalent certification preferred but not required.
3-5+ years of financial planning and analysis experience preferably in a similar non-profit and/or for-profit subscription-based revenue environment.
Strong understanding of standard financial reports and fundamental accounting and finance principles.
Strong analytical/modeling skills and experience executing budgeting and strategic planning processes.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word). Experience with IBM Cognos Planning Analytics preferred. Familiarity with data query/visualization tools is a plus.
Adaptability: Ensures effective performance when faced with ambiguity, changing environments and demands.
Analytic Skills: Ability to think objectively and interpret meaningful themes from quantitative and qualitative data and strong stewardship of confidential and/or sensitive information.
Communication Skills: Demonstrated ability to clearly communicate complex financial data and concepts in a concise manner (written & oral including presentations) to a variety of audiences (internal customers, 3rd parties, peers and upper management) as well as excellent listening and comprehension skills.
Ethics: Treats people with respect, keeps commitments, inspires the trust of others, works with integrity and upholds company values.
Financial and Business Acumen: Ability to evaluate financial and business indicators and translate data into actionable information to drive results.
Influencing and Negotiation: Ability to influence at all levels, as well as demonstrated ability to work effectively within a team and be assertive in driving successful management strategies.
Innovation: Able to identify, analyze, recommend and implement process improvements including optimization of technology.
Planning and Priority Setting: Demonstrates an ability to set objectives and goals and organize work appropriately to meet and exceed goals. Strong sense of initiative, independence, closure, and ability to navigate multiple priorities in a deadline driven environment.
Presentation Skills: Effective in a variety of presentation settings (one-on-one, small and large groups) and with peers and management team members.
Problem Solving & Decision Quality: Able to use rigorous logic and methods to solve problems with effective, efficient and creative solutions.
Relationship Management: Able to build constructive and effective relationships with a broad and diverse group of business partners.

Nice To Haves

Master’s degree and/or CPA, CFA or equivalent certification preferred but not required.
Experience with IBM Cognos Planning Analytics preferred.
Familiarity with data query/visualization tools is a plus.

Responsibilities

Serves as a subject matter expert of the financial planning and analysis function, participates in cross-functional workgroups, teams, and committees, and interacts with individuals or groups representing diverse backgrounds, interests, and points of view.
Demonstrates an on-going commitment to continuous improvement by suggesting policy, process, systems and/or structural enhancements that improve the quality, efficiency or effectiveness of the Finance Division’s products and services.
Lead the month-end close process by analyzing financial results and acting as an operational business partner and liaison with applicable accounting staff to ensure the accuracy and completeness of the financials.
Review monthly financial results for potential misstatements, develop required accruals and adjustments, and create timely and accurate documentation of significant/non-routine accounting transactions for audit support.
Organize and lead monthly financial review meetings with budget owners to help identify and understand significant variances to plan.
Monitor established key performance indicators, highlighting trends and analyzing causes of unexpected variance.
Monitor and analyze results against historical results and current year plan (budget/forecast) to understand trends, determine the cause of variances and provide guidance regarding the impact on future results.
Prepare the consolidated Monthly Management Report, or similar monthly financial reporting package, including variance and performance analysis, for distribution to senior management team and Board of Directors.
Assist in the development and/or modification of financial reports, as required, to support enhanced financial reporting and planning activities.
Conduct research and analysis on an independent or directed basis and provide analytical support and ad hoc business modeling for various projects and initiatives.
Develop planning templates, supporting schedules and financial reports to improve the accuracy and consistency of the planning process and to accurately capture planning input and assumptions by budget owners.
Assist functional department owners in the development of the headcount, operating expense, and capital components of the planning process (forecasts, budget, and long-term plan), review submitted plans and lead department review meetings.
Collaborate with others on the FP&A team in development of plan presentations for the Board of Directors and senior management.
Additional duties and responsibilities as assigned.