Details

Sr. FP&A Analyst in Westchester, IL at Follett

Date Posted: 1/30/2018

Job Snapshot

Job Description

Senior Financial Analyst-FP&A


Follett Higher Education and Financial Planning & Analysis are seeking a Senior Financial Analyst  to join their team. The Senior Financial Analyst would report to the Director of Financial Planning & Analysis. The ideal candidate will be a proactive financial professional with good foundational knowledge and experience in accounting, as well as possess a firm understanding of financial concepts. The Senior Financial Analyst will work with other teams across the organization as well as senior management providing financial analysis and business support.


The Senior Financial Analystwill be responsible for the following:



  • Responsible for the annual budgeting, monthly reporting, and analysis of monthly results.



  • Assist in presenting monthly forecasts to business operators/management with supporting insights into key drivers, risks and opportunities.

  • Incorporate results of studies and analysis into executive presentations and reporting, and provide insights into current trends and results.

  • Provide post-mortem on investment decisions.

  • As subject matter expert, identify risks and opportunities, and recommend alternative courses of action. Work in partnership with other business functions.

  • Perform data mining and other forms of research to identify trends and relationships that will drive financial results. Incorporate these findings into forecasting models.

  • Research monthly financial results utilizing multiple data sources and explain underlying business drivers behind results and variances.

  • Develop and deliver monthly financial presentations to quickly communicate highlights of key drivers to retail performance across multiple levels of management.

  • Consistently evaluate tools to increase automation, reduce report preparation time, and gain efficiencies.

  • Recommend new or modifications to existing reporting to improve both the quality of the presentation and the information provided.

  • Prepare ad-hoc analysis as requested by functional or finance leadership

  • Provide support to other projects as needed.



  • Coordinates forecast and annual operating plan process activities with functional groups and Home office, including Balance Sheet and Cash Flow.

  • Assist in the development of the organizations strategic plan.

  • Performs ad hoc financial modeling projects to support existing and new business opportunities.

  • Support management with performing a deep dive into the key financial areas to support strategic allocation of resources and profitability improvements.

  • Lead the capital planning and estimate process in accordance with corporate guidelines.


#LI-JV1


To apply,please email your resume to  jvillanueva@follett.com

Job Requirements


  • Bachelor's degree in accounting, finance or related field required; CPA or MBA preferred.

  • Minimum 5 years of senior analyst experience with financial analysis or corporate finance or accounting. Retail experience a plus.

  • Thorough understanding of financial reports and financial modeling required to assess viability of financial deals from a NPV, IRR, EBITDA and payback perspective.

  • Must be able to interact with all levels of management within the organization.

  • Strong analytical and critical thinking skills.



  • Must demonstrate a strong sense of urgency, effective teaming skills, strong initiative, ability to work independently with minimal guidance, ability to balance multiple priorities to meet aggressive deadlines, readiness to adapt change.



  • Advanced Microsoft Excel skills (including pivot tables and v-lookups).

  • Strong systems knowledge including a large ERP system (Lawson) and/or business intelligence tool (Hyperion/Essbase). SQL experience a plus.

  • Strong written and verbal communication skills and experience with developing and presenting complex topics to senior management.