Senior Financial Analyst - FP&A (Project Management Experience required) Reading, PA

Penske Automotive Group - Reading, PA

Full-time - Mid Level

Reading, PA

Truck Transportation

About the position

The Project Manager of Business Plan and Special Reporting will be responsible for the overall direction and completion of the Business Plan Process. This role involves planning, directing, and coordinating activities of the Business Plan to ensure that milestones are accomplished within the prescribed time frame and funding parameters. The position will also entail the completion of various monthly, quarterly, and yearly analysis and reporting packages, which will be presented to the Manager of Financial Planning & Analysis (FP&A) for final approval. Examples of reports include monthly internal P&L summary reports, quarterly and yearly tax summaries, external partner reporting, management reporting, capital forecasts, and overhead cost control reports. As the primary point of contact for the annual business plan process, this position will encompass all 800+ field locations and 150+ corporate departments of a multi-billion dollar business. Responsibilities include coordinating and communicating the steps required for the completion of the business plan process, identifying process improvement opportunities, and ensuring that changes meet user requirements with minimal disruption. The role also requires delivering multiple training sessions to field and corporate personnel on the Business Plan model, responding quickly to questions during the planning phase, and ensuring accurate and timely upload and validation of all business plan revenue and cost information to meet financial targets set by senior management. In addition to reporting responsibilities, the position will involve operational analysis, collaborating with the Manager of FP&A to streamline processes and develop methodologies that enhance forecasting accuracy. The role may also include other projects as assigned by the manager.

Responsibilities

• Coordinate and manage the annual business plan process for over 800 field locations and 150 corporate departments.
• Identify process improvement opportunities and coordinate with MIS to implement changes.
• Deliver training sessions on the Business Plan model to field and corporate personnel.
• Respond to questions and resolve issues during the business plan submission period.
• Ensure accurate and timely upload and validation of business plan revenue and cost information.
• Prepare and update reporting packages for monthly, quarterly, and yearly analysis.
• Collaborate with the Manager of FP&A to streamline processes and improve forecasting accuracy.
• Handle ad-hoc project requests as deemed necessary by the Manager of FP&A.

Requirements

• BA in Accounting/Finance/Economics required; MBA/CPA/CMA highly preferred.
• Project Management experience required.
• 3-6 years of finance/analysis experience in a multinational company.
• Strong attention to detail and ability to manage multiple deadlines.
• Strong analytical capabilities and understanding of complex projection models.
• Advanced Excel skills required; experience with OneStream, Hyperion, or similar software is a plus.
• Ability to communicate analytical findings clearly, both orally and in writing.
• Experience interfacing with personnel at all levels, from accounting clerks to Senior VPs.

Nice-to-haves

• Visualization and 'Big Data' analytics experience is a plus.