Financial Planning Specialist
4 weeks ago
Financial Planning Specialist
The Financial Planning Specialist will play a key role in supporting the overall IT portfolio through financial planning, controlling, and analyzing of Capital/Operating expenses. This includes developing and maintaining the annual financial plan, quarterly forecasts, and strategic business plans. The specialist will be responsible for monthly accounting activity, including accruals, amortization, depreciation, prepaid assets, and project accounting. The Financial Planning Specialist will work closely with the business to identify cost savings and growth opportunities that impact operating expenses. The specialist will analyze business performance to ensure accurate recording and reporting of results of operations in compliance with GAAP.
Key Responsibilities:
- Develop and maintain the annual financial plan, quarterly forecasts, and strategic business plans.
- Perform monthly and quarterly financial reviews to analyze variances and provide variance explanations.
- Ensure timely and accurate monthly accruals, re-class journal entries, amortization entries, and analysis of prepaid assets.
- Partner with IT business leaders to achieve annual and quarterly targets.
Requirements:
- Bachelor's degree in Business Administration or Finance.
- Minimum of 4+ years of relevant experience in financial planning, forecasting, and financial analysis.
- Experience with accounting for technology applications a plus.
- Ability to work effectively in a matrix environment and independently, managing multiple owners and competing deadlines with minimal supervision.
- Strong communication and relationship building skills with the ability to interpret and summarize data for senior management and non-financial audiences.
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