Job Description

Role Overview

Insight Global is supporting our client in identifying a high‑level Senior Financial Analyst, FP&A who will go on site in Boca Raton 5 days a week. Under supervision, this position provides support in the planning, preparation and analysis of the company’s annual budget and forecasts. Additionally, this position will be responsible for summarizing various financial analyses in reports for senior management. This position is dynamic and operates in a fast-paced environment. Additionally, this position will have visibility among all levels of the organization.

Key Responsibilities

• Assists all aspects of the budget & forecasting processes. Develops and coordinates detailed checklists to meet deadlines across all business units.
• Helps prepare the annual budget and quarterly forecasts including data input, tracking user submissions, creating reports, and making recommendations based on analysis. Helps to ensure integrity and accuracy of data within the Hyperion database.
• Assists in administration of Hyperion Planning Security and design architecture.
• Leads overhead cost analysis and prepares monthly variance reports with findings by working with all departments.
• Develops, prepares, and analyzes financial reports based on actual, forecast, and budget data. Research variances utilizing our software platforms to understand certain accounts and/or variances. Makes recommendations accordingly.
• Compares monthly financial performance against budget and/or forecast. Investigates variances and communicates to management findings.
• Assists facilities in budget preparation as needed. Prepares budget data and budget justification information as required. Responds to a variety of budget related questions or inquiries.
• Documents processes and identifies areas for improvement.
• Prepares weekly reporting dashboard.
• Prepares ad hoc reports as needed.
• Performs other duties as assigned.

Required Qualifications

• Bachelor's degree in finance, or accounting. CPA, CFA, or master’s degree in business preferred.
• One to three (1-3) years of experience in financial planning & analysis (FP&A) roles.
• Strong Microsoft Excel and PowerPoint skills required as well as experience with FP&A related ERP platforms (Hyperion planning/Essbase preferred).
• Ability to effectively communicate (written and orally) to all levels of the organization.
• Ability to plan for, prioritize, manage, and execute work assignments within expected performance parameters and timelines, making many work plan choices independent of the unit head.
• Ability to carry out complex written and oral instructions relating to budget administration, analysis, and compilation of reports.

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