Assistant Financial Planning Analyst - DFM
The Assistant Financial Planning Analyst collects and analyzes financial data from a variety of sources. Supports the Financial Planning and Analysis team in various financial projects and development of the Board and division budgets. Acts as a liaison to Board divisions providing customer service related to financial matters.
Position Requirements
The Financial Planning and Analysis (FP&A) section is responsible for managing budget development, analyzing and reporting budget performance, and developing financial forecasts for the Board. We provide analytical support in these areas to the Chief Financial Officer (CFO) and senior management throughout the Board. We partner with the Strategic Performance Office (SPO) in providing accurate reporting on the Board's strategic objectives. The Functional Execution Team within FP&A provides centralized financial planning services to the Board’s mission areas, helps divisions implement budget execution, and monitors and reports on budget related responsibilities.
FR-22 requires analytical ability and oral and written communications skills typically acquired by completion of a Bachelor's degree or equivalent experience. Knowledge of basic financial analysis and data modeling is required at this level. Some ability to utilize automated methodologies to assist in financial analysis and document preparation is required.
FR-23 requires good analytical ability and oral and written communications skills typically acquired by completion of a Bachelor's degree or equivalent experience. Requires at least two years’ experience in financial analysis and data modeling. Requires the ability to identify personal development opportunities, articulate the return on investment, and keeping current on knowledge of best practices.
Works on a variety of tasks requiring analytical skills and judgment. Determines actions necessary to resolve unusual circumstances, variations, and incomplete or conflicting financial data. Interprets financial data used by senior FP&A staff for decision-making. Requires the ability to work under pressure and multi-task.
Requires good oral and written communication skills and the ability to work collaboratively with senior staff within the function and division administrative staff. Ability to provide excellent customer service is a priority.
Collects and analyzes financial data, plan variances, and other financial matters to ensure recommendations and actions are consistent with documented processes.
Maintains financial models, spreadsheets, and associated files. Performs simple to medium complex analysis on data at the direction of senior staff.
Works in a typical office environment.