Senior FP&A Analyst

Solera Holdings - Westlake, TX

Full-time - Mid Level

Westlake, TX

Professional, Scientific, and Technical Services

About the position

The Senior Financial Analyst supports the Corporate FP&A team to achieve short, medium, and long-term strategic and financial goals. In this role, you will serve as a key member of the Finance Team driving targets towards growth, expense optimization, financial/operational/sales analysis, and commission plans review to aid in driving the business forward. The successful individual in this role will utilize their keen eye for detail and ability to reconcile and align multiple data sources to present well-structured and clear analysis and reporting for a senior audience to consume. As a Senior FP&A Analyst, you will analyze and review periodic forecasts, annual budgets, and long-term plans. You will assist with the preparation of presentations for senior management and analyze current and past trends in key performance indicators. Identifying opportunities for financial improvement and providing accurate and timely financial recommendations to management will be crucial. You will also assist the team with analyzing and updating financial models for specific projects, working cross-functionally to drive process improvements and automation. Your role will involve supporting the development and improvement of new and existing management reports and input templates. You will need a strong analytical thought process and problem-solving skills, as well as the ability to conduct ad hoc analysis in support of management decision-making. Acting as a user expert of TM1 and MS Dynamics, you will efficiently manage reports from these systems and support source data for financial models. Manipulating large amounts of data from different sources and being able to tell a succinct story will be essential, as will delivering quality work products within deadlines.

Responsibilities

• Analyze and review periodic forecasts, annual budgets, and long-term plans
• Assist with the preparation of presentations for senior management
• Analyze current and past trends in key performance indicators; identify opportunities for financial improvement and provide accurate and timely financial recommendations to management
• Assist team with analyzing and updating financial models for specific projects
• Work cross functionally to drive process improvements and automation
• Support the development and improvement of new and existing management reports and input templates
• Conduct ad hoc analysis in support of management decision-making
• Act as a user expert of TM1 and MS Dynamics to efficiently manage reports from these systems and support source data for financial models
• Manipulate large amounts of data from different sources and be able to tell a succinct story
• Deliver quality work product within deadlines

Requirements

• Proficient knowledge of Microsoft Office, specifically in MS Excel (advanced-level preferred) and Power Point
• Ability to learn new technology quickly
• Ability to work with large amounts of data and to translate results into meaningful metrics
• Ability to work in a fast-paced, high-pressure environment, delivering with deadlines and handling multiple projects simultaneously with minimum supervision
• Attention to detail and ability to prioritize tasks
• Effective written and oral communication skills as the position requires communicating with department heads and management
• 5+ years of prior FP&A experience and a strong willingness to learn
• BA/BS degree in Finance or Business required, MBA, CPA and/or advanced technical degree preferred

Nice-to-haves

• Knowledge of Power BI is a plus
• Additional experience with financial/accounting systems is beneficial but not required
• Prior knowledge with TM1 beneficial but not required