Senior Financial Analyst, FP&A

Overview

The Sr. Financial Analyst works alongside the Financial Planning Analyst for the Director of Financial Planning to provide strategic support to senior OTS management and corporate stakeholders. The primary responsibilities of this position are preparing and coordinating the key financial planning processes (Current Estimate, Strat Plan, Home Office Budget, etc.) and providing key technical guidance and expertise on ad-hoc financial analysis for senior management. This role also prepares and coordinates the financial planning deliverables to corporate headquarters (QBR, Plan, President’s Report, etc.). The ability to accurately synthesize data and problems into a concise packaged presentation in tight deadlines for senior leadership is paramount. This key role allows high potential employees to develop management and leadership skills while continuing to improve FP&A processes and build relationships across the organization.

This is an in-person role located at our Home Office in St. Petersburg, Florida.

Major Position Responsibilities

• Prepare and review consolidation of monthly/quarterly/annual financial planning deliverables (CE, Strat, QBR, etc.).
• Complete various ad-hoc analysis, presentations, and research projects for senior management.
• Monitor and advise on headquarters office budget, coordinating annual/quarterly updates and working across all departments.
• Manage the scoping and implementation of OTS’ financial planning processes within a new ERP system (IFS).
• Assist other headquarters accounting functions as needed (financial reporting, internal audit, tax, government accounting, etc.).
• Cross-train in other finance/accounting related positions to support OTS senior leadership on an as needed basis (month/quarter/year-end financial close).

Basic Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 3 or more years of experience in Finance, Accounting and/or a combination of education and experience.
• CPA preferred.
• Knowledge of One Stream and/or IFS preferred.
• Working knowledge of concepts, practices, and procedures with the ability to use in varied situations.