Financial Planning & Analysis Analyst Ii

Inclusively is partnering with a financial services company to hire a Financial Planning & Analysis Analyst II.

ABOUT INCLUSIVELY:

Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

What You'll Do:

• Develop divisional/functional and Firm-level measurements to create awareness of and accountability for results.
• Inform and educate business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction.
• Develop and manage business relationships with Finance associates, project team members and senior leaders across the organization. Participate in and lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives
• Develop an internal network of relationships across Finance and supported functions to act as a trusted partner for stakeholders to rely on.
• Prepare customized management-level reports and dashboards in support of the Firm's initiatives or programs.
• Develop high impact analysis that facilitates the transformation of complex data/information into actionable insights and recommendations.
• Advanced analysis skills, forecasting/outlooking, and complex modeling. Ability to understand and identify opportunities to apply different types of statistics and advanced analytical concepts.
• Verbal and written presentation of analysis, as well as presentation of firm financial information and analytical insights to senior Firm leaders. Educate firm leaders on analytical concepts and best practices.
• Summarize complex information and concepts and clearly communicate up to Senior Management

What Experience You'll Need:

• Excellent ability to analyze problems and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner.
• Experience operating in ambiguous situations, creating process enhancements that address short term needs while moving us closer to a longer-term vision
• Sound ability to collaborate well with associates and leadership throughout the firm, including external vendors.
• 4+ years of relevant work experience, including prior experience in a Financial Planning & Analysis function.
• Capability to connect the dots to ensure processes are integrated.
• Exceptional written and verbal communication
• Ability to plan and organize efficiently and effectively
• Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.
• Proven ability to work with stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions.
• Demonstrated ability to develop financial/economic models using a driver-based methodology.
• Bachelor's degree in a related field.
• Identify trends and present recommendations to Senior Leadership in order to influence decision making

What Could Set You Apart:

• Experience with SQL, Tableau, Power BI or other data visualization tools would be considered a plus.
• Working knowledge of PeopleSoft Financials, OneStream or another financial planning tool is also a plus.
• Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) preferred.

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: Remote