What are the responsibilities and job description for the FP & A Analysts position at Regal?
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Regular and Consistent Attendance
Assist in the upkeep of financial models, annual budget, forecast and all forward looking financial plans.
Support the monthly close by providing actual v budget reconciliation analysis to assist financial managers in understanding their financials.
Focus on strategic market analysis, developing actionable insights from complex data modelling.
Work with the FP&A Manager to develop key financial investment analysis and reporting, such as the return on investment and rate of return.
Identify areas of process optimization, directing and presenting high value data-driven business decisions.
Understand and review the three main financial statements: Cash-Flow, Income Statement and Balance Sheet to help identify key areas of financial focus.
Prepare the monthly Financial Results Analytical Pack – a KPI driven auxiliary report used to identify key areas of focus for the management teams.
Knowledge of data modelling fundamentals (dimensions, fact tables, measures, hierarchies).
Knowledge of general accounting nomenclature (ledger accounting, financial periods, business units).
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Bachelor's Degree in Financial Analytics, Business Analytics, Accounting and/or Finance; or two or more years of experience in corporate data/financial analysis, analytics, or statistical analysis. Experience in presentation of data strongly preferred.
Certificates, Licenses, Registrations:
None
Language Ability:
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.
Math Ability:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability:
Ability to define problems, collect data, establish facts and draw conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills:
Experience using advanced Excel features is strongly required. Experience working with a variety of information systems and data files and transforming raw data into finished products required. Basic knowledge of Microsoft Word, Microsoft PowerPoint and general ledger software and/or Financial Planning software is preferred. Familiarity with SQL queries preferred.
Supervisory Responsibilities:
This position has no direct supervisory responsibilities.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the environment is moderate.
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.
While performing the duties of this job the employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. The vision requirements include: close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. The employee is occasionally required to lift up to 25 pounds
Regular and Consistent Attendance
Assist in the upkeep of financial models, annual budget, forecast and all forward looking financial plans.
Support the monthly close by providing actual v budget reconciliation analysis to assist financial managers in understanding their financials.
Focus on strategic market analysis, developing actionable insights from complex data modelling.
Work with the FP&A Manager to develop key financial investment analysis and reporting, such as the return on investment and rate of return.
Identify areas of process optimization, directing and presenting high value data-driven business decisions.
Understand and review the three main financial statements: Cash-Flow, Income Statement and Balance Sheet to help identify key areas of financial focus.
Prepare the monthly Financial Results Analytical Pack – a KPI driven auxiliary report used to identify key areas of focus for the management teams.
Knowledge of data modelling fundamentals (dimensions, fact tables, measures, hierarchies).
Knowledge of general accounting nomenclature (ledger accounting, financial periods, business units).
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Bachelor's Degree in Financial Analytics, Business Analytics, Accounting and/or Finance; or two or more years of experience in corporate data/financial analysis, analytics, or statistical analysis. Experience in presentation of data strongly preferred.
Certificates, Licenses, Registrations:
None
Language Ability:
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.
Math Ability:
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
Reasoning Ability:
Ability to define problems, collect data, establish facts and draw conclusions. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills:
Experience using advanced Excel features is strongly required. Experience working with a variety of information systems and data files and transforming raw data into finished products required. Basic knowledge of Microsoft Word, Microsoft PowerPoint and general ledger software and/or Financial Planning software is preferred. Familiarity with SQL queries preferred.
Supervisory Responsibilities:
This position has no direct supervisory responsibilities.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the environment is moderate.
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.
While performing the duties of this job the employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. The vision requirements include: close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. The employee is occasionally required to lift up to 25 pounds