Compensation Type: Yearly
Location: Highgate Corporate Offices Irving, TX
Overview:
The Senior Financial Analyst will play a key role in the company’s Financial Planning & Analysis process. This role will report to the Vice President of Financial Planning & Analysis and will require skills in financial planning, modeling, analysis and reporting. The candidate will participate in a range of analytical and data analysis activities which will enhance departmental understanding of current and pro forma financial and operational results, leading to increased efficiencies, lower operational expense levels and revenue opportunities. This role will partner with the CFO to prepare key financial information for the company.
Responsibilities:
- Review and assist in monthly forecasting of financial statements
- Generate monthly and quarterly reporting for internal and external stakeholders
- Assist in the preparation of annual budgets for business leaders
- Prepare detailed business analysis and provide opportunities and solutions for the business
- Develop cost benefit analysis to assess potential opportunities
- Create dashboards and ad hoc reports to support business operations
- Build strong interdepartmental relationships and maintain open lines of communication
- Conduct presentations as required
- Review financial results with business leaders, providing insights into results relative to expectations
- Prepare analysis of industry data and trends
- Lead business case development of the Company’s strategic projects by building financial models and liquidity forecasts, performing ongoing updates, and presenting results and recommendations for Revenue and Operating Expense related projects as well as for the 5 Year Strategic Plan
- Expectations include building financial models, then quantifying, analyzing, and documenting assumptions, while ensuring consistency across the models following approved modeling standards
- Work with key cross-functional business partners as well as FP&A team members to ensure all assumptions are vetted and built-in
- Build presentations for Senior Management and BOD that should provide the appropriate insights to aid in decision making with an understanding of the return on investment and/or long-term outlook. Presentation should also highlight areas of opportunity or concern
- Work closely with Regional business partners and FP&A team to ensure final approved models’ assumptions are updated in the appropriate Budget or Forecast in the system
- Own the tracking of the performance vs. the approved strategic initiatives on a monthly basis, including creating and issuing Performance Dashboards where applicable
- Assist direct manager and the FP&A team related to acquisitions and M&A activity
- Seek opportunities to streamline and enhance financial analytical support to meet internal customer needs
Qualifications:
- 5+ years of Financial Planning and Analysis experience
- Bachelor’s degree in Finance, Accounting, Mathematics or other related degree preferred, MBA a plus
- Experience and strong proficiency with building financial models in Excel and creating Power Point presentations required
- Experience with Oracle based financial systems, SQL, Smart View, and TM1 a plus
- Build strong work relationships within Finance and Accounting as well as cross-functional groups and across multiple layers of the organization
- Strong analytic skills and intellectual curiosity with ability to summarize results or findings
- Excellent analytical and problem solving abilities
- High level of intellectual curiosity
- Ability to drive strategic direction and take initiative
- Must be able to translate performance of business from various data sources
- Effective communicator (verbal and written)
- Demonstrated innovative thinking
- Strong attention to detail
- The desire to work collaboratively in a team environment
- Position is based in Highgate’s Irving, Texas office
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