SUMMARY

The Lead, Financial Planning & Analysis (FP&A) works closely with the FP&A Director in supporting the financial planning activities of the organization including budget, month end and variance analysis processes.

Responsibilities:  

• Manage and maintain department budgets, rolling forecasts, and cost-benefit analysis that aligns with the business’s strategic objectives.
• Partner with business owners to consistently ensure projections are updated for business trends.
• Manage and enhance the implementation and utilization of Workday Adaptive Planning to streamline budgeting, planning, forecasting and variance analysis processes.
• Assist the Director, FP&A in the development of the yearly budget in accordance with the timelines.
• Assist the Director, FP&A in completing the comparative Margin report by adding the budget, and prior years comparison.

• Prepare journal entries for accruals, re-classes, and other necessary duties in connection with the monthly closing process.

·         Other duties and projects as assigned.

Education & Experience Requirements

• Bachelor’s degree in finance, accounting or business administration field; or equivalent relevant experience
• A minimum of five (5) years of professional experience in the FP&A team is a must.
• Demonstrated experience in budget creation, report generation, financial and operations analytics.
• For-profit or association experience preferred.

Knowledge, Skills & Abilities

• Excellent analytical aptitude with a proven ability to analyze/interpret data, including financial statements.
• Strong ability to multi-task and adhere to tight deadlines.
• Proven expertise in utilizing Workday Adaptive Planning for budgeting, forecasting and financial modeling.
• Excellent decision-making, problem-solving, interpersonal, verbal, presentation, and written communication skills.
• Advanced Microsoft Office software applications skills—MS Word, Excel, Access, PowerPoint.
• Ability to work collaboratively, communicate effectively and build consensus across teams and various levels of management.
• Commitment to high standards, customer service, integrity, and ethics.
• Self-motivated, with a sense of autonomy, initiative, and responsibility.
• Experience with financial software NetSuite preferred.

Additional Notes

Physical Requirements

• Must be able to perform essential duties satisfactorily with reasonable accommodations.
• Work is generally done sitting, talking, hearing, and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading.

Work environment

Work is regularly performed in a combination of office and conference settings and routinely uses standard office equipment.

#LI- Hybrid 

The hiring range for this position is $90,000 to $115,000 per year. This range is an estimate and the actual salary may vary based on the candidate's experience, skills, and qualifications. SHRM offers a competitive and comprehensive total rewards package. The benefits for this position include professional growth and development, health, dental, vision, well-being, health savings, flexible spending, retirement, open leave, and annual discretionary bonus and incentives.