Lead Analyst, Financial Planning and Analysis (hybrid)

What you will do:

In this role, you will maintain the general ledger and develop ways to improve the company’s financial reporting and forecasting abilities. The role has a focus on financial modeling of new product development initiatives and candidates should be able to interpret output and summarize key metrics to drive decision-making. This role is the main point of contact for project managers, R&D, and marketing to help manage costs and benefits of projects.

Responsibilities include:
• Assists in the month-end close process, including but not limited to preparation of journal entries, consolidation of financial statements, and detailed analysis of general ledger accounts and cost centers.
• Creates, maintains, and maps general ledger accounts to improve the company’s financial reporting abilities. Ensures that all activity is properly recorded in the general ledger.
• Interfaces with R&D, Marketing, and BU leadership to develop recommendations regarding business planning, operating forecasts and results, and financial plans.
• Prepares financial models for new product initiatives and clearly summarize model output to guide business decisions.
• Partners with project managers and R&D to develop forecasts for project and non-project spend and review actual results on a monthly basis.
• Analyzes and reports the company’s expenses against budgeted and historical activity. Leads the preparation of annual operating budgets and monthly forecasts.
• Records, develops, and tests internal controls to ensure the company’s proper compliance with Sarbanes-Oxley 404 regulations.
• Reconciles balance sheet accounts monthly to ensure accurate reporting and sound financial controls.
• Develops, prepares, analyzes, and distributes financial reports upon request.
• Reviews accounts payable invoices to ensure proper coding of expenses.
• Assists with the development and implementation of accounting policies and procedures.
• Researches and reports on industry benchmarks; analyzes and compares the company’s results to best practices.
• Assists with related special projects as needed.
• Performs other duties as assigned by manager.

What you need:

Required
• Bachelor’s degree (B.A.).
• 4+ years related experience.

Preferred
• SAP, Financial Modeling, and Hyperion Enterprise experience a plus.

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