Planning and Analysis Analyst

Job Description:

Assist in all areas of business reporting and analysis, with a focus on annual budget preparation, quarterly forecasting and monthly monitoring and analysis.

* Investigates and documents variances and provides support to local department managers and budgeters across the Firm.

* Works on the annual budget process with a focus on identifying trends and making recommendations to resolve budget challenges In various office and departments across the Firm.

* Participates in the monthly reporting process, makes recommendations and handles the implementation of process improvements.

* Develops an in-depth understanding of the data that is provided, understands where the data came from and determines the accuracy of the information.

* Provides consulting, project management, training and support across the Firm in all areas of budgeting, forecasting, variance analysis and financial report design, creation and distribution.

* Updates and refreshes shared data sources and files used to provide quick financial metrics

* Performs a variety of ad-hoc financial analysis across the Firm, as directed by the department Manager.

* Develops and implement process improvement in reporting and budget activities and improve financial reporting accuracy.

* Continuous maintenance of Firm budget business rules in Oracle

* Supports IT in testing and implementing financial system upgrades

* Demonstrates effective interpersonal, written and verbal communication skills to facilitate effective work relationships with others.

* Complies with and understands Firm operation, policies and procedures.

* Performs other related duties as assigned.

Job Requirements:

Qualifications

* Broad knowledge of Finance and Accounting (Budgeting/Accounting/Systems) fields

* Knowledge of Oracle Smartview and Financial Reporting Studio

* Knowledge of relevant firm computer software programs (e.g. Oracle, Aderant, MS Excel, Outlook, PowerPoint), with the ability to learn new software and operating systems

* Demonstrates effective interpersonal and communication skills, both verbally and in writing

* Excellent analytical, troubleshooting, organizational, and planning skills

* Demonstrates close attention to detail

* Ability to work well in a demanding and fast-paced environment

* Ability to handle multiple projects and shifting priorities

* Ability to handle sensitive matters and maintain confidentiality

* Ability to work well independently as well as effectively within a team

* Flexibility to adjust hours and work the hours necessary to meet operating and business needs

* Flexibility to travel

Experience/Education

* Bachelor's Degree

* Minimum of three years of related experience