Financial Planning & Analysis

Role Overview

• Assist in the preparation of financial forecasts and plans.
• Develop reports and analysis from forecast and other systems.
• Maintain database extracts and related analysis from general ledger, leasing, and forecast systems.
• Manage expense allocation methodologies and processes.
• Prepare analyses for corporate strategic initiatives.
• Prepare business unit or segment profitability analysis.
• Support preparation, reconciliation, and distribution of responsibility reports.
• Perform ad hoc analysis accurately and timely.

Requirements

• Bachelor’s degree in finance or accounting.
• 3+ years’ experience as a financial analyst.
• Exposure to financial services industry; equipment leasing/finance experience a plus.
• Strong organizational and time management skills.
• Excellent written and oral communication skills.
• Strong analytical and problem-solving abilities.
• Ability to work independently and navigate ambiguity.
• Cross-functional teamwork in a fast-paced environment.
• Advanced MS Excel skills; proficiency in Microsoft Office Suite.
• Experience with Anaplan highly preferred; OneStream, LeaseWorks, Prologue, Great Plains a plus.