Strategic Financial Planner
4 weeks ago
Overview
We are seeking a skilled Financial Planning and Analysis Specialist to join our organization. This role is integral to our budgeting and forecasting processes, providing comprehensive financial planning and analysis support. In this position, you will deliver in-depth analysis, compelling presentations, and insightful commentary on monthly, quarterly, year-to-date, and full-year forecasts and budgets to the CFO's, Executive team, Divisional Finance Directors, and Operations Directors.Key Responsibilities:
- Lead and participate in the monthly close process
- Conduct monthly variance analysis using various reference points and tools
- Streamline the monthly reporting, forecasting, and budgeting processes to enhance efficiency and reduce the workload for business units and their finance partners
About the Role:
In this dynamic position, you will analyze trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as Revenue, Compensation, Operating Expenses, Growth, and Margin. You will develop financial models and analyze them to support strategic initiatives, assist in the annual budget process, and provide analysis and commentary to the Executive group on Business Plan; Budget, and Forecasts. You will also proactively engage with stakeholders to understand revenue sources and mechanics, develop and continually improve budgeting, financial projections, and forecasting, and use business intelligence tools and dashboard reports to analyze P&L costings and trending analysis.
About You:
This is an excellent opportunity for a commercially focused qualified accountant with post-qualification experience in a reporting/management accounting environment. You should have strong technical knowledge, intuitive analysis ability, and excellent written and verbal communication skills. Relevant experience in a similar role, seeking to join a progressive organization like Gallagher, is desirable. You should also be proficient in financial systems, possess excellent Excel skills, and have Power BI experience if possible.
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