Job Objective:
Serves as an analyst for corporate budget process.
Essential Job Responsibilities:
- Understands and anticipates the needs of the annual budget process & budget updates.
- Proactively and effectively adapt to the needs of the business.
- Coordinates the preparation of annual budget including communicating deadlines and updates to IFR and asset teams.
- Liaison between Planning team, IT and IFR during annual budget process.
- Responsible for annual plan meetings with Asset Team Leaders and Executives including preparing schedules, presentations, and meeting materials.
- Ensure proper rollup of all asset team budgets in both the High Level Model and Plan Model.
- Finds innovative ways to analyze data, become more efficient, and add value for the budget process.
- Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements.
- Provides information to Corporate Finance group to help with partner reporting.
- Prepare and perform monthly financial tie-outs and maintain financial reports
- Prepares special reports and completes special projects by collecting, analyzing, and summarizing information for various groups throughout the company including executive, technical employees, and accountants.
- Maintains employee confidence and protects operations by keeping information confidential.
- Sees the big picture and able to understand impact of decisions.
- Fully understands financial statements and impact business decisions make on them.
Other Job Responsibilities:
- Adheres to the company’s values – integrity, ownership, urgency, alignment and innovation.
- Supports company vision and mission.
- Adheres to established work schedule, attendance standards and is punctual to work and meetings.
- Maintains employee confidence and protects operations by keeping information confidential.
- Maintains technical knowledge by attending educational workshops and reviewing professional publications, establishing personal networks, and participating in professional associations.
- Contributes to team effort by accomplishing related results as needed
- Other duties as assigned by management.
Qualifications:
- Five (5) years minimum of work experience in finance, accounting, or financial reporting.
- Ability to accurately solve problems and exceptional proficiency in data management.
- Ability to establish and maintain effective working relationships with employees, supervisors, and other departments.
- Ability to complete multiple, diverse tasks of differing priorities without close supervision.
- Ability to perform tasks and achieve results with a high degree of accuracy and precision.
- Excellent written and verbal communication skills, with specific ability to translate complex financial information into an organized and presentable manner.
- Excellent administrative and organizational skills.
- Proficiency in the use and application of the following software:
- Required: Microsoft Office (Excel, Word, PowerPoint, and Outlook).
- Preferred: Strong working knowledge of SAP, PowerBI, and OneStream (FP&A Module).
Education Requirements:
- Bachelor’s Degree from an accredited four-year university or college with a degree in accounting, finance, or business.
- Preferred Masters Degree in accounting, finance or business.
