Under the direct supervision of the Senior Associate Vice President (SAVP), the Financial Planning Analyst III position independently performs financial analyses to assist with financial planning efforts, budget analysis and monthly reporting.
Daily Operations
Define and evaluate financial situations by completing quantitative and qualitative analyses as well as peer analyses; and by assessing potential outcomes and potential returns.
Develop, refine, and maintain regular processes and procedures to ensure the integrity and integration of budgetary and actual information for projections and forecasting.
Produce financial reports including, annual, quarterly, monthly, and ad hoc.
Contributes to team effort by accomplishing related objectives as needed.
Required Skills
Advanced analytical skills to plan, implement, review, and analyze financial information and systems.
Ability to compile, analyze, interpret, and present annual financial reports, statements, and/or projections.
Knowledge of a range of automated financial systems, software applications and reporting tools: Banner, Workday, Adaptive Planning preferred.
Proficiency in business applications, such as Microsoft Office suite, especially advanced Excel and PowerPoint required.
Analytical skills with demonstrated ability to extract meaningful insights and recommendations from analysis.
Demonstrated ability to work independently in a fast-paced and dynamic environment.
Required Education and Experience
Bachelor's degree in accounting, finance or related field from an accredited college or university.
