Aqua Finance, Inc.

Senior Analyst, Financial Planning and Analysis

Aqua Finance, Inc.

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Senior

Tech Stack

ERP

About the role

  • Performs a variety of financial reporting and analysis activities to control the organization’s financial resources and ensures compliance with management reporting requirements.
  • Prepares accounting statements and financial reports for leadership.
  • Works with business stakeholders to plan, analyze, prepare, and complete the company’s budget and cash flow activities.
  • Analyzes and forecasts cash, financial, economic, and other data to provide accurate and timely information for strategic and operational decisions.
  • Create and implement structured, repeatable analytic solutions (budgets, variances, forecasts, monthly reports) as well as unstructured, ad hoc analytical solutions.
  • Execute revenue, expense, budget analysis and variance reporting.
  • Provide insights and suggested actions to correct course if needed.
  • Operate as a key strategic partner to business leaders to lead complex and meaningful business analysis.
  • Understand and create enterprise awareness of business impacts from decisions, strategic initiatives, and related business model changes.
  • Complete, verify and analyze management financial and operating information to provide accurate and timely information for making financial decisions
  • Prepare and update daily, weekly and monthly cash flow forecasts for treasury cash management
  • Review information, statements and reports for accuracy and thoroughness
  • Contribute and lead components of the annual planning process: objectives, financial guidance, and timelines
  • Perform variance analysis of budget, forecast and actual financial performance, including interpreting and documenting variance drivers, identifies areas of concern
  • Prepare data requests and analysis for executive/leadership team, business functions, key stakeholders, bankers, and rating agencies
  • Design, prepare, and coordinate the development of management and operation reports from the data warehouse and operational systems
  • Identify key business drivers and performance variance and attribution analysis
  • Learn and leverage the Sage ERP and planning/forecasting systems
  • Provide templates and guidance to the cost center managers for detailed headcount and operating expense planning
  • Hold cost center managers accountable for thoughtful variance analysis and help them become independent in this regard
  • Review industry trends and activities
  • Recommend and implements changes in procedures and systems
  • Lead and participate in various projects providing project management, research and collaboration with multiple resources to address specific finance related needs
  • Act as a resource for team members with less experience
  • Perform other job-related duties requiring the same general knowledge, skills, and degree of responsibility commensurate with assigned level
  • Continuously build knowledge of the organization, processes, and customers

Requirements

  • Bachelor\'s degree in accounting, finance, statistics or equivalent combination of experience and education required
  • 7 years of technical related experience is required
  • 2 years experience in the financial service industry preferred
  • Experience setting strategy and priorities, overseeing analytical approach, and checking results
  • Hands-on experience developing and/or maintaining complex excel forecasting models
  • Experience leading and executing annual and strategic planning processes with multiple cost centers
  • Experience with one or more ERP systems: Sage, Financial Force, NetSuite, SAP, Microsoft Dynamics preferred
  • Accounting knowledge and experience preferred
  • Highly motivated individual with strong problem solving, communication, writing, negotiation, analytical and interpersonal skills is required
  • Must have the ability to analyze problems, troubleshoot, and make decisions in the best interest of the company
  • Willingness to pursue ongoing training and/or certifications necessary to stay current in job role
  • Periodic after core hours, night and weekend work is required in relation with forecasting, planning, and management reporting deadlines
  • Must have sufficient experience or training to demonstrate the knowledge and ability to perform the job functions as defined above