AARP Analyst, Financial Planning and Analysis Salary in the United States

AARP is a nonprofit, nonpartisan organization, with a membership of nearly 38 million that helps people turn their goals and dreams into 'Real Possibilities' by changing the way America defines aging. With staffed offices in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands, AARP works to strengthen communities and promote the issues that matter most to families such as healthcare security, financial security and personal fulfillment. AARP also advocates for individuals in the marketplace by selecting products and services of high quality and value to carry the AARP name.  As a trusted source for news and information, AARP produces the world’s largest circulation magazine, AARP The Magazine and AARP Bulletin.

Financial and Operational Services (FOS) manages AARP's multi-year financial planning, budgeting and forecasting; treasury and investments; tax reporting and planning; and accounting and financial reporting activities. The division provides project management and training and support for the systems used to manage AARP’s money and assets. 

The Financial Analyst role will provide support through financial analysis, data analytics, visualization, and collaboration with multiple business units (including AARP: Parent, ASI, and Foundation) to ensure the organization has an accurate and well-maintained capital budget, forecast, and multi-year financial plan.

The Financial Analyst will be involved in supporting business units throughout the entire life cycle of capital projects including: reviewing project definitions, advising on proper classification of projects to ensure compliance with internal capitalization policies and GAAP accounting rules, monitoring monthly spend, and closing projects.

The Financial Analyst will support and generate quarterly updates to the executive team including the COO and Operating Committee who review and approve the capital budget, forecast, and multi-year financial plan.

The Financial Analyst will play a critical role in supporting the FP&A team to produce ad hoc analysis and execute strategic enhancements to the teams reporting repertoire. 

1. Provides financial planning and analysis support by developing and maintaining financial models and data sources used for building budgets, forecasts, multi-year financial plan, and other analysis as assigned.  Financial modeling heavily based in excel, Hyperion SmartView, PeopleSoft, and Tableau.
2. Manages and develops critical relationships across key functional areas within the organization and interacts with all levels of leadership as a resource in matters of capital planning, budgeting, and cost/revenue analysis. Works directly with leadership team members.
3. Partners with business group leaders, operations staff, accounting, and other finance staff to coordinate the timely completion of the annual budget process, quarterly forecasts, multi-year financial plans.
4. Manages monthly business unit budget/forecast variance reports and ad hoc analysis. Reviews purchase orders, capital asset requisitions, performs assessment of capital projects, coordinated with business unit clients, and ensures compliance with established policies and procedures and GAAP accounting.
5. Provides financial modeling expertise, reporting, analytics, and ownership in the following key areas: project management, expense split for operating and capital, monthly operational and financial variance analysis.
6. Manages and executes special projects, ad-hoc analysis, and other duties, as assigned.
7. Recommends process improvements to increase efficiency and level of quality. 
8. Prioritizes projects and assignments efficiently and effectively, evaluates the analytical output of others, and completes assignments in a timely manner (often managing multiple projects with competing priorities).
9. Performs monthly, quarterly, and annual analyses and reconciliations of balance sheet and expense general ledger accounts, as assigned and maintains the completeness and accuracy of all related account balances in accordance with GAAP.
10. Assists in the preparation of the annual external audit and asset inventory.
11. Monitors the chart of accounts structure and related financial reporting formats for capital project analysis and reporting.
12. Processes transactions related to capital asset additions, transfers, and retirements, including creation of new asset records and other entries to the fixed asset module of the financial system. 
13. Reviews, reconciles, and performs account analysis on all related general ledger accounts on a monthly basis, including capital asset, accumulated depreciation, capital-in-process, depreciation expense, and gain/loss on disposal.
14. Develops forms, reports, and ad hoc analytics within Hyperion Planning, Hyperion Financial Reporting, and Smart View and is trained extensively on all aspects of Hyperion Planning, People Soft Asset Management, and Tableau.

Completion of a Bachelor’s degree in Accounting, Finance, Business Management, or similar discipline and 3 years of related experience; or an equivalent combination of training and experience.

A successful candidate will be enthusiastic about leveraging technology to streamline data analytics and improve forecast and reporting accuracy while remaining detail-oriented.

Advanced excel skill required. Experience with Hyperion, SmartView, Tableau, PeopleSoft, SQL, or similar systems and visualization tools highly preferred.

This role requires interaction with business units leads from across the organization and therefore requires excellent oral and written communication skills, including presenting in person and on-line.

Ability to manage competing deadlines and complex projects across multiple business unit clients.

Emotional intelligence and interpersonal skills required to build relationships and work collaboratively with key business unit partners.

 AARP offers competitive benefits with a 401K, 100% company funded pension plan, health, dental, vision and life insurance, STD/LTD, paid vacation and sick, and other benefits.

AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture.  AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.