Senior Forecast, Planning & Analysis Analyst

MAI Wealth Management, Inc.•Independence, OH

14d

About The Position

The Sr. Forecast, Planning & Analysis Analyst is responsible for forecasting, management reporting, and business unit financial analysis in partnership with the Forecast, Planning and Analysis Manager. In this role, the Sr. Forecast, Planning & Analysis Analyst designs, develops, and produces financial forecasts and analysis and ensures the integrity of the data to help our businesses and their leaders make informed decisions and drive performance as well as assist in cross-functional activities. They also are responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy.

Requirements

Bachelor’s degree in finance, Accounting, Economics, or related field.
4 – 6 years analytical experience in a Finance or related business role; Financial Services industry experience a plus.
3+ years’ experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, NetSuite, etc.).
3+ years’ experience in budget preparation and administration; strong financial and/or accounting acumen.
Strong analytical and problem-solving skills; proficient in financial modeling and statistical analysis.
Knowledge of complex and diverse financial policies, practices, and procedures, including GAAP.
Experience preparing executive and board level presentations.
Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).
Thrives in a fast-paced and dynamic team-based, collaborative environment, and works well with others to resolve conflicts, especially under pressure.
Drives continuous improvement of processes, and coaches and mentors’ others as needed to build skills, improve efficiencies, and increase team effectiveness.
Strong organizational, project management, and interpersonal skills with a demonstrated commitment to teamwork and partnerships.
Excellent oral and written communication skills.
Excellent ability to handle critical internal relationships within the firm, including with other departments and employees of all levels, up to and including the Management team.
Strong strategic thinking, problem solving, and analytical skills; able to clearly define a problem, synthesize data to derive fact-based insights, and provide actionable recommendations.
Able to meet deadlines, while still maintaining flexibility to prioritize and execute to meet firm needs.
Maintains absolute confidentiality of all financial information and safeguards firm data; maintains high ethical standards in all practices.
Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.

Nice To Haves

MBA, CPA, or CFA a plus.

Responsibilities

Gain a strong understanding of MAI financials and metrics and drivers of revenue and profitability by market, client, product/service, etc.
Develops accurate and credible financial forecasts that are actionable and support business strategy.
Prepare budgets and forecasts, variance analyses, long-term planning, risk/opportunity assessments, and periodic/ad hoc reporting.
Proactively identifies and escalates risk/opportunities to plan; assists business unit and regional leaders in identifying tactics to close plan gaps or realize opportunities, aligned to critical business drivers/measures.
Interfaces with business executives to develop understanding of and offer solutions for critical business issues and can be viewed as a trusted business partner.
Develops and revises revenue and profit-based financial/economic forecast models to drive effective short-term and long-term decisions as needed.
Analyzes records of past and present operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
Evaluates and analyzes relationship manager related data, including client segmentation and profitability, profile of new and existing customers, pipeline activity and conversion.
Develops business cases for strategic investments (i.e. new strategic partnerships or adds to staff); tracks performance vs value attainment targets.
Monitors financial status by tracking actual results against plans and forecasts; identifies trends.
Assembles and summarizes data for executive level review, prepares reports, presents data driven analysis and recommendations; ensures data accuracy and integrity.
Provides monthly/quarterly reporting analyzing financial results and performance to plan.
Clearly communicates conclusions, analytical findings, and value-added information to internal stakeholders.
Participates in studies, analyses, and recommendations, including budgets, forecasts, financial plans, regulatory requirements, statistical reports, and business forecasts.
Identifies opportunities to improve internal team processes.
Stays abreast of industry trends and assists in developing meaningful benchmarking analysis.
Participate in special projects and studies, and other ad hoc analyses as requested.