Financial Planning and Analysis
Financial Planning and Analysis
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