Senior Financial Planning Analyst (FP&A)

Ursa Major•Berthoud, CO

12d•$95,000 - $119,000

About The Position

Ursa Major is at a stage where establishing a continued market presence is advantageous to the growth of the company. The Senior Financial Planning Analyst will support our Director of Finance in shepherding Ursa Major’s short- and long-term financial strategy. Ursa Major is seeking an experienced Senior Financial Planning Analyst candidate with previous FP&A experience, who possesses a high level of critical thinking skills, a proactive work ethic, and excels in a fast-paced environment to join our growing Finance Team. The Senior Financial Planning Analyst will be responsible for supporting the Director of Finance as it pertains to all financial activities. These include, but are not limited to, budgeting, forecasting, financial analysis of the P&L, cost allocations, and analyzing other financial and operational metrics for Ursa Major. In addition, this individual will assist in preparing monthly reporting to the Ursa Major leadership team as well as quarterly and annual reporting for our shareholders. The Senior Financial Planning Analyst will collaborate with the corporate leadership team to produce reliable, accurate, comparable, and timely information. This individual should be able to identify problems using analytical skills, generate collaborative solutions, and determine the best approach to implementing those solutions. In addition to the above, Ursa Major’s Senior Financial Planning Analyst will provide consultative support to our internal stakeholders by preparing analyses and models that allow them to make the right strategic decisions. In this role, you’ll collaborate with senior leaders to understand their business’ financial needs and aid in the annual planning process. In this role, you’ll be an integral part of the business landscape and a steward of Ursa Major’s success.

Requirements

BS/BA in Accounting, Finance.
5 -7 years of professional work experience.
A demonstrated ability to take initiative, work independently, and drive solutions.
Advanced Proficiency with Microsoft Excel, PowerPoint, and Word.
Experience in Abacum or other FP&A software.
Experience in Odoo or other ERP software.
Strong problem solving and analytical skills.
Ability to perform and communicate complex and highly sophisticated empirical and statistical analysis to include the identifying of relevant input data, model design and set up, data analysis, inferring conclusions, and formulating recommendations to attain overall corporate objectives.
Communicate directly and effectively with all levels of management.
The sensitive nature of this position requires a high level of maturity, tact and diplomacy without sacrificing authentic and meaningful information.

Nice To Haves

Advanced degree is preferred; MBA is most desirable.
Demonstrated interest or completion in professional certification (CPA, CFA, CFM, or CMA) preferred.

Responsibilities

Partner with senior leadership and management teams to prepare financial analyses and models that assist in the evaluation of strategic business initiatives, capital investments, new & existing clients, and new products & services within Ursa Major’s business units.
Provide real time cost-benefit analysis to quantify the impact on Ursa Major’s projected revenue, operating expenses, assets and cash flow, and to assist in the prioritization of investment spending.
Conduct client and business segment profitability analysis using appropriate activity-based costing methods to allocate revenue and expenses.
Develop and create thoughtful new ways to analyze, solve, & discuss the most difficult challenges that teams may be facing throughout our maturation process. Analysis may include working with Finance and Business Development to price newly added product offerings and services as needed within our customer portfolio.
Help to develop financial and non-financial measures of business performance for evaluation and control of projects and investments.
Engage in and contribute to the annual planning process and on-going quarterly forecasts.
Understand and validate the rationale for the multi-year financial forecast of revenue, operating expenses, assets and cash flow.
Partner to explain variances to previously communicated forecasts; preparing and presenting quarterly finance review presentations to the senior leadership team of the business areas you support as appropriate.
Prepare and disseminate timely and accurate financial information to allow for efficient use and control over financial resources of a business unit, project, service, etc. that supports our Finance leadership’s asks.
Understand and utilize the systems and tools required to deliver the services to stakeholder whilst offering recommendations as needed.
Participate in special projects as needed and performs other duties as assigned