Job Posting for Financial Planning & Analysis Specialist at Flores Financial Services Inc
Title: Financial Planning & Analysis Specialist
Reports to: Director of Accounting
Status: Non-Exempt
Pay rate Range: $31.00-$42.58 per hour
Summary Description
A Financial Planning & Analysis Specialist (FP&A Specialist) is responsible for providing the client with the analysis and information they need to consider economic and business trends, review past company performance and attempt to anticipate obstacles and potential problems, all with an eye toward forecasting a company's future financial results. The FP&A Specialist is responsible for examining, analyzing and evaluating the client's financial activities as well as budgeting and forecasting their financial future. The FP&A Specialist works closely with Accounting Services teams to ensure accuracy and quality of work produced to provide utmost value to the client.
Essential Job Functions
Evaluating whether the company's current assets and investments are the best use of the company's excess working capital, by looking at return on investment (ROI) and comparisons with other ways the company might utilize its cash flow
Gauging the company's overall financial health, primarily by using key financial ratios such as the debt to equity ratio, current ratio, and interest coverage ratio
Identifying which revenue streams have the highest profit margin (and which have the lowest)
Examining and evaluating the cost-efficiency of each department of the company, in light of what percentage of the company's financial resources each department consumes
Working with clients to prepare budgets and consolidate them as needed
Preparing internal reports for clients and supporting their decision making
Creating, updating, and maintaining financial models and detailed forecasts of the company's future operations
Comparing historical results against budgets and forecasts, and performing variance analysis to explain differences in performance and make improvements going forward
Considering opportunities for the company to expand or grow. Mapping out growth plans, including capital expenditures and investments. Generating three- to five-year financial forecasts
Special projects to assist accounting team as assigned by Director of Accounting
Maintain confidentiality of clients
Perform other duties as assigned
Knowledge, Skills and Abilities
Solid interpersonal skills
Proficiency with basic Microsoft Office applications
High user level of Microsoft Excel required
A high school diploma or equivalent is required
An associate or Bachelor degree is valued
Minimum of five years relevant experience preferred
Ability to follow pre-established guidelines to perform a variety of functions
Ability to follow professional appearance and dress code guidelines
Strong organizational and problem solving skills
Ability to communicate effectively and professionally with clients and others
Salary.com Estimation for Financial Planning & Analysis Specialist in Santee, CA
$44,572 to $55,272
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