The Sr. Financial Analyst will assist in the design, development and on-going management of the planning and budgeting processes, financial modeling of capital investment activities, and adhoc analysis. This position will report directly to the Manager, Financial Planning and Analysis.  The position will entail a variety of responsibilities, including, but not limited to, providing assistance with budgeting, forecasting and guidance projections, financial analysis, building financial models, automating management reporting, and ad-hoc analysis.  This role will be an individual contributor and will not have direct management responsibilities.

• Support the development of high quality and accurate annual operating plans, long-term forecasts, and quarterly revision.

• Research and provide a comparison of actual to plan, prior quarter and prior year, as well as clear and concise variance explanations that highlight risks and opportunities.

• Develop a deep knowledge of the business by engaging with the business areas as a partner in thoughtful conversations about their specific areas of operation and planning assumptions.

• Partner with business operations to develop the financial business case supporting capital investments and allocation of resources and measure the impact using IRR, NPV and ROI.

• Facilitate the monitoring of investment and project costs and benefits realized during the life of the project.

• Manipulate and analyze large transactional data sets, interpret and summarize the data for metrics reporting and business insights highlighting trends and anomalies for executive management.

• Support complex business decisions with detailed financial models incorporating assumptions, expectations and known risks.

• Support the development of an integrated financial planning model leveraging the Anaplan planning software and data from across the organization.

• Serve as a resource to team members and applicable stakeholders on ad-hoc financial analysis assignments and projects.

• Assist in development and implementation of change management activities related to system implementations.

• Develop short and long-term financial models that support the analysis and optimization of EPS, ROE, and BVPS; as well as the impact of changes in product mix, distribution and capital structure.

• Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.

• Use data analytics to draw conclusions and present financial and operational insights in an effort to support timely executive level decision-making.

• Develop financial models based on rating agency factors to evaluate impact of business decisions.

Required Skills

• Proven analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
• Embraces new technologies quickly and applies new technology solutions to everyday tasks
• Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines
• Ability to analyze, synthesize and evaluate information to support decisions
• Demonstrates Initiative by proactively identifying what needs to be done
• Effective communicator with strong interpersonal verbal and written skills
• Strong customer focus ensuring resolution of issues while striving to create the best experience for all stakeholders
• Demonstrates strong initiative with the ability to work independently, identify issues and succinctly present solutions
• Balances a high sense of urgency with presenting detail-oriented and accurate financial information

Required Experience

• Bachelor degree in Business, Accounting, Finance, or Economics
• Accounting and finance experience in financial services a plus
• Minimum 5-7 years of experience in a large corporate environment with responsibilities in areas of budgeting, forecasting, financial modeling and operational expense management is required
• Expert level Microsoft Excel with an aptitude in systems and financial modeling
• Experience building and maintaining complex financial models leveraging large data sets
• Experience with data visualization software (Power BI or Tableau)
• Experience with statistical, analytics and database software (SQL, SAS)
• Experience with corporate performance management software solutions, Anaplan a plus

• Proven analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
• Embraces new technologies quickly and applies new technology solutions to everyday tasks
• Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines
• Ability to analyze, synthesize and evaluate information to support decisions
• Demonstrates Initiative by proactively identifying what needs to be done
• Effective communicator with strong interpersonal verbal and written skills
• Strong customer focus ensuring resolution of issues while striving to create the best experience for all stakeholders
• Demonstrates strong initiative with the ability to work independently, identify issues and succinctly present solutions
• Balances a high sense of urgency with presenting detail-oriented and accurate financial information