Financial Planning Analyst

K.H.S &S - Waukesha, WI

Full-time - Mid Level

Waukesha, WI

Specialty Trade Contractors

About the position

The Financial Planning Analyst at KHS USA Inc. plays a crucial role in the financial planning and analysis process, contributing to the annual budget and monthly forecasts. This position involves collaboration with various teams to ensure accurate financial reporting and strategic decision-making, while also developing complex financial models and improving reporting systems.

Responsibilities

• Contribute to the annual budget and monthly forecast process alongside other team members and stakeholders across the organization.
• Prepare and evolve templates and presentations for weekly, monthly, and annual reporting.
• Track and oversee KPIs and build out BI dashboards.
• Investigate and analyze variances between actual, plan and forecast on a monthly basis.
• Develop complex financial models, identify key issues, convey results and propose alternatives to managers in a concise manner.
• Collaborate with the accounting/GL team to ensure revenue and expenses are properly recorded.
• Collaborate cross-functionally with revenue teams across the organization to support long-range forecasting and the evaluation of strategic business decisions.
• Support executive leadership by providing timely ad hoc reporting on critical issues.
• Proactively analyze data to identify opportunities for improvement / best practices.
• Work closely with business, finance, and IT teams to automate data preparation and reporting, from conceptualization to implementation.
• Continuously improve and develop new reporting systems and processes.

Requirements

• A bachelor's degree in accounting, finance, or related field.
• A minimum of 3+ years of finance experience, with experience related to financial reporting, budgeting, resource allocation processes, and long-term strategic planning.
• Strong organizational skills, with a demonstrated ability to see projects to completion and ensure accuracy and precision.
• Motivated individual with strong communication skills.
• A track-record of thriving in an agile, entrepreneurial environment is also important.
• Proficient in Excel and PowerPoint; SAP, Power BI and Alteryx.

Benefits

• Medical, Dental, Vision insurance offered at 30 days of employment
• Generous Educational Reimbursement program
• Company sponsored Life and Disability Insurance
• Paid Time Off
• Ten (10) Paid Holidays per year
• 401K with Company Match