Description
Universal Background provides industry leading people insights to safety sensitive organizations in a simplified experience through our best-in-class background screening, drug testing, occupational health, and verification services. We are proudly ranked as an industry leader in quality and service delivery. To support the company’s continued growth, we are seeking a Senior Analyst, Financial Planning & Analysis, to join our growing team.
Summary
The Senior Analyst will support the Financial Planning and Analysis (FP&A) team, managing forecasting, budgeting, financial analysis, and providing strategic insights to support organizational growth and profitability. This role demands strong leadership, a comprehensive understanding of financial management, and a proven track record in driving process improvements. Additionally, the position involves collaborating on the design, testing, implementation, and review of financial systems and processes.
Key Responsibilities
- Conduct financial analysis to identify trends, risks, and opportunities for growth.
- Oversee monthly financial reporting, including variance analysis and management reporting.
- Develop and maintain complex financial models to support decision-making.
- Manage annual budgeting, forecasting, and long-term financial planning processes.
- Evaluate investments, mergers, acquisitions, and prepare bank covenant reports.
- Lead improvements in financial systems and reporting capabilities to enhance efficiency.
- Provide strategic financial recommendations to executive leadership.
- Maintain financial accounting systems and ensure compliance with auditing standards.
- Review and rationalize inputs for the annual operating plan and forecasts, ensuring alignment with corporate objectives.
- Establish and maintain key performance indicators to monitor business trends.
- Build and update financial models to support business investments.
- Assist in the design and maintenance of streamlined planning and forecasting processes.
- Participate in and provide commentary for monthly financial and budget reviews.
- Monitor spending against business unit objectives, highlighting opportunities or gaps.
- Ensure financial compliance with accounting processes, including cost accounting and close processes.
- Manage internal business unit financial reporting and data accuracy.
- Collaborate with the FP&A Senior Manager to identify and implement cost-saving opportunities.
- Support the ongoing budget reforecasting and field forecasting efforts.
- Analyze and prepare monthly reports to identify trends, variances, and forecast implications.
- Conduct deep-dive analyses to understand deviations from expectations, collaborating with business partners to resolve issues.
- Support SG&A expenses, headcount planning, and people cost forecasts during budgeting periods.
- Contribute to the development of strategic plans for business operations.
- Provide analysis and evaluation of cost/expense issues and profit improvement opportunities.
- Recommend improvements to analysis and budgeting methods and procedures.
- Analyze and communicate key metrics, including weekly, monthly, quarterly, and annual projections.
- Critique economic evaluations for capital expenditures.
- Exercise independent judgment and discretion on significant matters.
- Ensure consistent, punctual attendance and be available for nights, weekends, and overtime as needed.
- Perform other duties as assigned.
Position Requirements
Required Qualifications
- 5+ years of experience in FP&A.
- Bachelor’s degree in Accounting, Finance, or a related field.
- In-depth knowledge of GAAP, auditing standards, financial modeling, and system analysis.
- Expertise in financial analysis, reporting, and modeling using Excel, Power BI, and related software.
- Strong background in financial statement analysis and management reporting.
- Proficiency in Microsoft Office Suite or related software.
- Strong leadership, organizational, and analytical skills.
Preferred Qualifications
- Demonstrated skill in leading problem-solving initiatives to improve organizational effectiveness.
- Thorough understanding of project management.
- Excellent communication, presentation, and interpersonal skills.
Special Requirements
- Prolonged periods sitting at a desk and working on a computer.
- Must be proficient in the English language, both written and verbal.
- Must be available for an in-person interview.
- Ability to lift 50 pounds.
Selected candidates will be required to pass a comprehensive background check and drug screening. Universal Background is unable to sponsor or take over sponsorship of employment Visa. Universal Background is committed to creating a diverse work environment and we are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
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