Sr Analyst, Forecasting & Planning

Mary Kay•Town of Addison, WI

1d•Onsite

About The Position

Assists in developing and maintaining the quarterly rolling forecast and prepares managerial reports for company variances. Manages and performs financial research and complex analysis of forecasts, accounting controls and policies, and initiatives for the area supported. Oversees and coordinates complex multi-department financial work-cycle initiatives, projects, and assignments. Develops, recommends, implements, and monitors performance standards, methodologies, measurements, systems, processes, reports and internal controls for compliance with financial regulations (U.S. and international) and for the business units, recommending changes as necessary.

Requirements

5+ years in Accounting or Finance
Bachelor/University Degree in Accounting, Finance, or business related
Strong organizational, interpersonal skills, and time management skills.
Ability to work independently.
Works with varying levels of employees within the company and responsible for communicating with higher level employees.
Ability to write and review policies and procedures and to provide guidance on improving internal controls and policies and procedures within own area and with business partners.
Strong experience with Microsoft Office tools and proficient use of PowerPoint, Excel, Access, and Word is required.
Intermediate understanding of PeopleSoft financial modules, JD Edwards general ledger, Hyperion Planning, Ariba, and Tableau.
Demonstrated ability to independently research issues and understand the downstream impact of these tools on related systems and processes.
High-level experience with modeling, analytical and problem-solving techniques, and ability to apply business knowledge to those techniques to support business decisions.
Strong attention to detail and accuracy.
Excellent written and verbal communication skills and strong data visualization skills.

Responsibilities

Independently coordinates and assists with the development of strategic plans, annual budgets, rolling forecasts, and capital plans for the supported area, ensuring forecasts align with company goals.
Responsible for the maintenance of rolling forecast and keeping in line with reporting deadlines as directed by the Financial Planning team.
Provides leadership with explanations for significant changes to the rolling forecast during and after the forecast has been finalized.
Identifies discussion points and provide guidance regarding next steps/plan changes/adjustments.
Ensures company expenses are appropriately recorded in the General Ledger and expensed in the proper period.
Performs detailed review of monthly financial reports and provides monthly and year-to-date variance explanations to business owners.
Identifies opportunities for further research on variances and anomalies and aids with divisions requests for additional analysis and coordinating corrective action, if needed.
Provides guidance on reporting efficiencies and effective evaluation methods for analyzing monthly and year-to-date financial results.
Continually evaluates all models, metrics, forecasting techniques, and business processes and recommends modifications for better accuracy or efficiency as appropriate.
Independently analyzes and interprets trends and variations from expectations and contributes analysis for VP and Executive-level briefings, communications, and visualizations that articulate issues and drive actionable responses.
Works closely with business partners to evaluate and interpret selected metrics and KPIs that drive financial and operational performance and assists with making recommendations for driving business performance.
Participates and provides recommendations in tactical and operational planning of company initiatives, projects, and alternative business decisions to assist with process or policy inquiries.
Independently creates ad hoc complex financial models to analyze company objectives.
Provides manager with key insights and interpretations for inclusion in communication points to business partners or works directly with key business partners to communicate results.
Develops close working relationships with those responsible for strategic planning and creating rolling forecast within the company and serves as a finance resource to the company and its leadership team.
Develops strong working relationships with key leaders, up to and including Vice Presidents.
Provides guidance for special accounting procedures and independently coordinates implementation of the new process or action.