FP&A Financial Analyst, Manager at PosiGen
The FP&A Sr. Analyst / Manager will build financial strategies and reports to assist the company with improving the overall financial health and the ability to meet long-term goals.
Essential Job Functions
⦁ Supports budgeting and forecasting, monthly and quarterly business review processes, board materials, and other financial analyses in partnership with other departments.
⦁ Works closely with external investors on updating asset-based models, monthly draw requests, and conducting ad-hoc analyses.
⦁ Works closely with Sales leadership to build monthly reporting package and discuss trends and strategies.
⦁ Improves and automates processes to support company's growth.
⦁ Conducts monthly budget-to-actual meetings with key stakeholders to control spend and analyze trends.
⦁ Manages the company’s financial reporting package including P&L analysis, MD&A, and account level review by department.
⦁ Partners with the Accounting department to ensure accurate and timely financial data.
⦁ Automates and analyzes key company KPIs.
⦁ Performs other duties as required.
⦁ Exceptional communication and presentation skills
⦁ Demonstrated ability and focus to develop, communicate, motivate, and manage toward a strategic vision.
⦁ Ability to create and manage corporate budges
⦁ Proficient in Microsoft Office Suite or related software, as well as budget creation and analysis software
⦁ Thorough understanding of budgetary and accounting principles, practices, and policies
⦁ Highly developed analytical ability, good judgment, and strong operational focus.
⦁ Highly organized and detail oriented
⦁ Team focused, knows when to lead, when to listen and when to influence
⦁ Highly ethical with unquestioned integrity and high personal standards of behavior
⦁ Commitment to Excellence – Identify what needs to be accomplished and take action to achieve a standard of excellence beyond job expectations
⦁ Corporate Values – Understand, embrace, and integrate PosiGen’s corporate values into everyday duties and responsibilities
⦁ Customer Service - Identify and respond to current and future needs by providing excellent service to internal customers (employees)
⦁ Safety and Security – Promote a safe work environment for employees
⦁ Teamwork – Resourceful team player that builds, strengthens, and maintains collaborative relationships with others inside or outside the organization
⦁ Bachelor's degree in Finance, Accounting or related field. MBA preferred.
⦁ 5-7 years of progressively responsible finance and operational experience.
⦁ Previous experience or working knowledge of Investment Tax Credit funds and fund structures
⦁ Demonstrated ability to create and implement financial controls, operating plans, budgets and projections,
⦁ Strong model development and spreadsheet skills
⦁ 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.
⦁ While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; use hands and fingers, handle or feel; and reach with hands and arms.
⦁ The employee is occasionally required to sit, cbjects up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perlimb, balance, stoop, kneel, crouch or crawl. The employee must frequently lift and move up to 10 pounds and occasionally lift and move oception and ability to adjust focus.
PosiGen is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, protected veteran status or any other factor protected by applicable federal, state or local laws. Individuals who require reasonable accommodations under the Americans with Disabilities Act in order to participate in the search process should notify the Office of Human Resources.