Senior FP&A Analyst, Schools

Sun Home Services - Columbus, OH

Full-time - Mid Level

Columbus, OH

Real Estate

About the position

The Senior Financial Analyst at Sun Home Services, Inc. plays a crucial role in providing comprehensive financial analysis, budgeting, and forecasting for various departments within the organization. This position is responsible for preparing and reviewing complex financial data and reports, as well as monitoring trends to formulate strategies and provide insights to key executive stakeholders. The analyst will engage in budget and cost reviews, analyzing variances between actuals, forecasts, and plans, and using these insights to iterate on forecasts and drive operational improvements. In addition to budget management, the Senior Financial Analyst will prepare monthly consolidations, review, and reconcile business unit financials. The role involves extensive financial analysis and modeling, requiring the analyst to pull and consolidate large data sets, build financial models from scratch, and enhance existing models. The analyst will also be responsible for preparing financial reporting and analytics, developing annual budgets, monthly forecasts, and conducting variance analysis. Collaboration is key in this role, as the analyst will work closely with Accounting and Corporate Finance on monthly, quarterly, and annual close processes. They will interact with business leads to summarize and analyze key data, providing financial support and managing financial communication with key individuals. A strong understanding of proper business practices and best practices in the use of ERP systems, particularly in financials, is essential for success in this position.

Responsibilities

• Budget and cost reviews including analyzing variances between actuals, forecast, and plan, using insight to iterate on forecasts and push for operational improvements.
• Prepares monthly consolidation, review and reconciliation of business unit financials.
• Financial analysis and modeling - pull and consolidate large data sets, build models from scratch and improve existing ones.
• Prepares/provisions financial reporting and other analytics; develops annual budgets, monthly forecasts, and variance analysis.
• Works with Accounting and Corporate Finance on monthly/ quarterly/ annual close processes.
• Collaborate with business leads to summarize and analyze key data.
• Interacts with and provides financial support and manages financial communication with key individuals.
• Demonstrates knowledge of proper business practices and best practices in the use of ERP, specifically financials.

Requirements

• Bachelor's degree in accounting, economics, finance, math or a related field.
• Three (3) years of experience in financial analysis or equivalent combination of education and experience.
• Experience and knowledge in several functions within Finance (Budgeting, Consolidation, Performance Reporting and financial analysis).
• Understanding of accounting processes, procedures and internal controls.
• Able to work well as part of a team.
• Possess very good communication skills - written and verbal.
• Excellent time management and organizational skills.
• Experience with Oracle Enterprise Resource Planning (ERP) systems.