Compiles and analyzes financial information under limited supervision. Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
Major Responsibilities
- Facilitates the production of weekly, monthly, year-to-date and year-end financial reporting, including variance and trend analysis of results to budget, prior year and forecast.
- Facilitates monthly forecasting efforts and the annual budgeting process for all operational/functional units.
- Provides analytical support to all levels of management across operational/functional units; including ad-hoc reporting and problem solving.
- Ensures the integrity of financial reporting software including working with external consultants and performing ongoing testing.
- Identifies trends and developments in competitive environments and presents findings to senior management.
- Compiles and prepares budget analysis and comparisons and suggest improvements to the budgeting process.
- Performs financial forecasting and reconciliation of internal accounts.
- Reports headcount, fleet management, and key performance indicators to support operational performance.
- May assist in training location staff in financial areas.
- Assist in the preparation of Capital Requests, CBA Negotiation spreadsheets and review and bid pricing.
- All other duties as assigned.
Minimum Education or Certifications Required
- Bachelor’s Degree in Finance or Accounting
- Master’s Degree is a plus
Minimum Experience or Skills Required
- 6+ years experience in financial planning and analysis.
- Excellent oral and written communication skills, particularly when dealing with non-financial employees.
- Excellent working knowledge of MS Excel.
- Ability to establish and maintain good relationships with all levels of management.
- Highly organized, deadline oriented, possess high attention to detail.
Physical Requirements and Working Conditions
- Incumbent must be able to move about the office and between floors; utilize standard office equipment; access filing system/cabinets; and communicate effectively and efficiently in person or by telephone.
- Travel may include >30%.
First for a reason:
At First Student, we are a family of 60,000+ employees who take pride in safely transporting more than 5 million students and passengers to and from their destinations each day! Our family of brands include Transco, Total Transportation, Maggies Paratransit, and GVC II. Our employees are at the forefront of safety and innovation; they create and implement the most advanced training and technology the transportation industry has to offer.
In the state of Washington, all technician and driving positions, including but not limited to van drivers and any other position requiring employees to drive a company-owned vehicle, are considered safety-sensitive and are therefore subject to drug and alcohol testing, including cannabis.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug-free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law. Philadelphia’s Fair Criminal Record Screening Standards Ordinance Poster is at this link or upon request https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf.
Skills Required
- Bachelor's Degree in Finance or Accounting
- 6+ years experience in financial planning and analysis
- Excellent working knowledge of MS Excel
- Ability to establish and maintain good relationships with management
