Analyst, Financial Planning

Overview

Reporting to the Director, Financial Planning and Analysis, this Financial Planning Analyst role supports financial reporting on actuals, budgeting, forecasting, MTP, and financial analysis for group companies. The position provides support to the management team on consolidations, updates to presentations, and ad-hoc financial analysis, with recurring visibility into materials prepared for Global Executive and Board meetings. Strong analytical skills, attention to detail, and proficiency with Excel and SAP/BPC are required to support accurate, timely financial reporting across a global organization.

Responsibilities

• Ensure accurate and timely reporting of monthly and quarterly financial information, including Sales, MRP, Disclosure, IR, MTPs, and Forecast Reports, from group companies.
• Analyze actual vs. budget vs. last year variances for sales, expense, and balance sheet accounts for AHQ and external auditors reporting.
• Prepare category reports and analyze variances related to Sales, GP, SGA, Inventory and MOH.
• Assist in completing information for Global Executive Meetings and Board Meetings.
• Assist in the development and implementation of new procedures to enhance the group financial & reporting workflow.
• Gather competitors’ and other regional financial data from 10-Q & 10-K reports, including transcripts, for analysis.
• Upload and distribute actual, forecasted, and budgeted exchange rates to BPC (BRL, CAD, MXN, ARS, CLP, PEN, and COP).
• Adhere to all company policies and procedures.
• Embody and demonstrate company ethics and values.
• Abide by all federal, state and local laws.

Leadership Responsibilities

• This position does not have people leadership responsibilities.

Requirements

• Bachelor’s Degree in Arts/Sciences (BA/BS) in Finance, Accounting, or Business Administration or equivalent combination of education and experience required.
• 1-2 years experience as a Financial Analyst or similar position required.
• Intermediate-level experience using Microsoft Excel required.
• Computer skills: Microsoft 365 Suite (Outlook, Teams, Word, Excel, PowerPoint) required.

Preferred Qualifications

• Experience with SAP and BPC preferred.

How You’ll Be Successful

• Solid knowledge of general accounting and financial planning processes.
• Knowledge in Excel functions and modeling, including the use of pivot tables and macros for financial analysis.
• Ability to manage large amounts of data efficiently.
• Organized, self-motivated, and strong attention to detail.
• Strong analytical skills.
• Excellent verbal and written communication skills.
• Skilled at customer service, including developing cross-functional relationships.
• Problem-solving and root-cause analysis skills, using creativity and out-of-the-box thinking to resolve issues.
• Strong ethical judgment toward confidentiality and business ethics.

Compensation & Benefits

• Salary / Pay Range: $70,304 - $72,000

Pay transparency information: Offers and pay range compliance are subject to applicable state or local laws or regulations requiring employers to provide pay or salary range information to job applicants and employees.

Location

Not specified in the provided job description.

Equal Opportunity / Additional Notice

• Equal Opportunity Employer.
• Responsibilities may be modified as needed at any time, with or without notice, and additional duties may be assigned within the general skill set or capabilities of the role.

Data Privacy Notice (CCPA)

Personal information collected in connection with the application may include identifiers, personal records, professional or employment information, and inferences drawn from personal information. The information is used for services and operations related to potential employment.