Sr. Financial Analyst - FP&A

Jostens Learning - Minneapolis, MN

Full-time - Mid Level

Minneapolis, MN

About the position

The Sr. Financial Analyst will play a pivotal role in supporting the planning and forecasting processes within the finance team and the broader organization. This position is essential for ensuring data access, accuracy, and detail in financial reporting and analysis. The analyst will be responsible for maintaining existing financial models, developing new models, conducting ad-hoc analyses, and assisting in system implementations. This role is critical for effective planning, forecasting, and analysis, which are vital for the enterprise and the finance team as a whole. In this role, the Sr. Financial Analyst will perform monthly and quarterly reviews of actual results against budget and prior year figures, along with conducting variance analyses. The analyst will support the planning and forecasting processes by updating financial models and ensuring that operational KPIs are aligned with financial outcomes. Additionally, the analyst will produce and analyze weekly key metrics for the assigned organizational segment, providing analytical insights to explain impacts to the plan and key projects. The position also involves partnering with the finance team to enhance existing models and improve processes, allowing for more time to be dedicated to analysis rather than data gathering. The analyst will support FP&A leadership in implementing a quarterly forecasting process, which will provide guidance and assist with strategic decision-making. This includes preparing quarterly forecasts and annual plans, as well as collaborating with cross-functional partners to create accurate and timely forecasts for the supported segment. Furthermore, the Sr. Financial Analyst will engage in project work that leverages technology to enhance planning, reporting, and data processes. This includes identifying, summarizing, and communicating business trends, as well as supporting various business initiatives, ad-hoc projects, and other analytical tasks. Overall, this role is designed for a detail-oriented individual with a strong analytical mindset and a passion for financial analysis and process improvement.

Responsibilities

• Perform monthly and quarterly review of actual results to budget and prior year, along with related variance analysis.
• Support planning and forecasting processes, including updating models and ensuring operational KPIs are linked to financial results.
• Produce and analyze weekly key metrics for the assigned organizational segment.
• Partner with finance team to enhance models and improve processes to enable more time for analysis vs. data gathering.
• Support FP&A leadership in implementing a quarterly forecasting process to provide guidance and assist with strategic decisions.
• Prepare quarterly forecasts and annual plans in collaboration with cross-functional partners.
• Engage in project work leveraging technology to improve planning, reporting, and data processes.
• Identify, summarize, and communicate business trends, supporting various business initiatives and ad-hoc projects.

Requirements

• 5+ years of accounting and/or financial analysis experience.
• Bachelor's degree in accounting or finance, or equivalent combination of education and related experience.
• Broad knowledge of accounting and FP&A practices and procedures.
• Excellent computer skills, with working knowledge of MS Excel and experience with advanced FP&A tools such as Adaptive Planning, Hyperion, BPC, Essbase, Power Query, Alteryx, Power BI, and Tableau.
• Strong analytical skills with a focus on process improvement initiatives for the finance team and broader organization.
• Great communication and interpersonal skills, with the ability to work effectively with all levels and functions in the organization.
• Attention to detail with the ability to plan, organize, and see projects to completion while managing deadlines.

Nice-to-haves

• Experience with Incorta and Alteryx for data analysis and reporting.
• Familiarity with advanced financial modeling techniques.