Financial Planning and Analysis Analyst
The Financial Planning and Analysis Analyst (FP&A) works on initiatives related to Financial Planning and Analysis and is responsible for performing a variety of duties related to compiling financial forecasts, annual budgeting, variance analysis and other special projects as needed. This position also provides assistance to the Finance Department in the analysis and reporting of information related to the allocation of costs under the Federal Acquisition Regulations (FAR) and to final cost objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Essential duties and responsibilities include the following. Other duties may be assigned.
Responsible for the integration of CNI Core Competencies into daily functions, including: commitment to integrity, knowledge / quality of work, supporting financial goals of the company, initiative / motivation, cooperation / relationships, problem analysis / discretion, accomplishing goals through organization, positive oral / written communication skills, leadership abilities, commitment to Affirmative Action, reliability / dependability, flexibility and ownership / accountability of actions taken.
Works well in a team environment while being a resourceful and independent self-starter.
Provides expertise on budgeting and planning best practices. Develops, implements, maintains and trains on policies and processes surrounding budgeting and planning including mapping of internal controls to policies and to strategic goals and objectives.
Partners with business teams and is a key player that helps discover and define problem statements, evaluates solution options, and makes recommendations. In addition, creates detailed models, reports, process artifacts and implements according to the deployment plan.
Key team member in implementing budgets, forecasts, and reports within CNI’s planning and reporting tools.
Conducts analysis on new lines of business including acquisition planning, performing ROI analysis, due diligence, and cash flow modeling.
Uses experience in interpreting upper management information requests and uses it to build and maintain complex computational models which include graphics to provide clear visibility.
Researches and applies foreign currency translations, assess risks, and provides appropriate solutions or recommendations.
Supervises and coaches finance employees as assigned.
Provides decision support to senior management through the creation/maintenance of decision tools, models, presentations, and dashboards.
Analyzes financial models and reports (spreadsheets/non-spreadsheet based models).
Collaborates with finance, operations, and other cross-functional teams to support the ongoing growth of the business.
Interacts with Finance and Operations Leadership to influence roadmaps.
Analyzes complex financial and operational information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
Analyzes and identifies the key drivers of financial results to provide insightful reporting and analysis
Dynamic team member that offers global financial solutions, operational support, and opportunity to lead change through the company.
Assists with business process mapping and/or re-engineering.
Responsible for setting up new models using CNI’s technology tools
Obtains and evaluates data elements from a variety of systems. Prepares related expense analyses, projections, reports and presentations based on need.
Performs a variety of tasks as assigned by the Finance Manager, Compliance and Analysis. Researches, reviews, analyzes, compiles reports and maintains a variety of financial and accounting information, as assigned.
May be responsible for the supervision of others.
Serves as backup for Adaptive Insights (Planning and Budgeting Tool)
Responsible for aiding in own self-development by being available and receptive to all training made available by the company.
Plans daily activities within the guidelines of company policy, job description and supervisor’s instruction in such a way as to maximize personal output.
Responsible for keeping own immediate work area in a neat and orderly condition to ensure safety of self and coworkers. Will report any unsafe conditions and/or practices to the appropriate supervisor and human resources. Will immediately correct any unsafe conditions to the best of own ability.
EDUCATION / EXPERIENCE
Bachelor's degree in Accounting, Finance, Business or a related field of study and three (3) years of relevant work experience; or an equivalent combination of education / experience in Finance, Accounting or Internal Audit. Demonstrated experience in the areas of financial forecasting, planning and budgeting through relevant coursework or on the job experience is required.
CERTIFICATES / LICENSES / REGISTRATION
JOB SPECIFIC KNOWLEDGE / SKILLS / ABILITIES
Knowledge and understanding of financial analysis and accounting principles and methods
Knowledgeable of Generally Accepted Accounting Practices (GAAP), Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS) and Defense Contract Audit Agency (DCAA) audit programs with ability to aptly apply procedures
Proficient in the use of computers and Microsoft Office Suite with expert knowledge of Excel and the creation of pivot tables
Detail-oriented with demonstrated ability to apply analytical thinking and problem-solving skills
Organized and detail-oriented with ability to plan and accomplish goals
Ability to manage multiple projects and priorities and to meet specified deadlines / deliverables
Ability to appropriately raise issues and concerns for resolution
Excellent verbal and written communication skills and data presentation skills
Ability to interact and communicate with all levels of staff including executive management
Excellent customer service and relationship-building skills
Ability to work effectively with others in diverse and multi-functional roles
Ability to effectively work both independently and in a team environment
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
SPECIAL PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job. Work is primarily performed in an office environment. Regularly required to sit. Regularly required use hands to finger, handle, or feel, reach with hands and arms to handle objects and operate tools, computer, and/or controls. Required to speak and hear. Occasionally required to stand, walk and stoop, kneel, crouch, or crawl. Must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus. Exposed to general office noise with computers printers and light traffic.