Financial Analyst III, FP&A

Asplundh Tree Experts - Willow Grove, PA

Full-time - Mid Level

Willow Grove, PA

10,001+ employees

Administrative and Support Services

About the position

The Financial Analyst III, FP&A position at Utilities Service, LLC involves working closely with Corporate Leadership to enhance the financial planning and analysis (FP&A) functions within a large multi-billion-dollar company. The role focuses on budgeting, forecasting, and financial reporting, requiring a proactive individual with a strong finance background to drive business improvements and support various financial initiatives.

Responsibilities

• Learn the business, its stakeholders, culture, and sources of information.
• Lead and take ownership of the budgeting and forecasting process for Corporate Functions.
• Build analysis for Corporate Functions on a monthly basis to track large expenses in the home office.
• Assist in implementing a scalable and collaborative forecasting tool.
• Develop financial projections and build financial models.
• Support financial analysis at a corporate level, including development and tracking of KPIs, executive dashboarding, preparing financial reports, rolling forecasts, and cross-departmental analytics.
• Aid with external reporting and board preparations including reports, narratives, and analyses.
• Collaborate with teams and support projects across the organization to modernize systems and business processes.
• Form business partner relationships with department heads to assist in financial reporting and analysis.
• Provide ad hoc analyses to support special projects across the business.

Requirements

• Bachelor's degree in finance, accounting, or a related field required; MBA preferred but not required.
• 3-5+ years of progressive finance and/or accounting experience required with at least two years of experience in financial planning, analysis, and modeling preferred.
• Strong analytical thinking and problem-solving skills.
• Confidence to interact with the company's Executives and Leaders.
• Ability to communicate clearly, concisely, and frame the story.
• Ability to analyze complex issues to get to the root cause and provide and implement potential solutions.
• Talent for translating complex financial concepts for non-financial colleagues.
• Strong Microsoft Office skills, especially Excel.
• Proficient with creating and maintaining financial models.
• Track record of taking initiative and delivering results.
• Commitment to growing and developing professionally.
• Experienced in working with EPM (FCCS and EPBCS) and ERP systems.
• Ability to leverage the use of Data analytics tools (Power BI, Tableau, etc.).

Benefits

• Competitive wages
• Incredible benefits