Corporate Financial Planning & Analysis - Mayfield Heights


2019-02-22 10:11:13

Job location Aberdeen, Ohio, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Job Classification: Full-Time Regular

Summary: Primary responsibility for forecasting and management reporting, including balance sheet and cash flow, related analysis, and ad hoc requests from management. Other responsibilities include contributing to broader FP&A organization initiatives, including other strategic projects, business development activities, optimization of systems, etc. Responsible for maintaining an accurate and timely reporting environment.

Essential Responsibilities:

  1. Global P/L, balance sheet, and cash flow forecasting, reporting, and analysis.
  2. Partnering with the business, and providing financial guidance and insights to optimize performance.
  3. Collaboration with cross-functional teams to drive certain FP&A components of our monthly reporting package, tax schedules and treasury schedules.
  4. Monthly, quarterly, and annual BOD and Audit Committee reporting and analysis.
  5. Supporting investor relations and corporate accounting in the preparation of the quarterly/annual MD&A.
  6. Supporting the Corporate FP&A team and executives with timely and relevant ad hoc financial analysis related to organizational plans, results, and projects.
  7. Support the annual budgeting process. Develop ways to continually improve the process, the level of client service and the value to senior management and other key stakeholders.
  8. Collaborate with cross-functional teams to apply best practices across the enterprise and further develop Corporate FP&A standard processes.
  9. BPC maintenance and optimization.

Required Qualifications:

Experience with financial reporting and enterprise resource planning systems (e.g., SAP, BPC, Business Warehouse) is critical to success in this position.

  • Bachelor's degree in Accounting or Finance or other business discipline.
  • CPA/CMA and/or MBA preferred.
  • Minimum of 8-12 years of experience required.


  • Ethical and credible, with ability to develop and maintain effective control mechanisms.
  • Ability to drive change and optimization for FP&A processes and practices.
  • Ability to work on diverse and complex issues, and perform ad hoc analysis.
  • Excellent analytical, planning and organizational skills; knowledge of ERP systems.
  • Experience with financial statements and ability to analyze results against plans and prior periods.
  • Strong PC skills (Microsoft PowerPoint, Excel and Word), including advanced Excel and strong experience with financial modeling and spreadsheet analysis.
  • Must be able to present financial data in a way that conveys trends, conclusions, and other analysis effectively. Must be able to explain data to various members of the senior executive team.
  • Highly effective oral and written communications capabilities are a key requirement of the position. Candidate must be able to prepare professional presentations and be able to work across cultures, and up and down the organizational hierarchy.
  • Actively identifies new areas for learning, applies and shares newly gained knowledge and skill to business issues and opportunities.
  • Strong attention to detail with an ability to prepare detailed financial results/analysis presentations that are accurate, and consistent with accounting-delivered reports.
  • High level of initiative to recognize what needs to be done and take responsibility for accomplishing the required tasks without constant supervision.
  • Proven ability to handle multiple projects and must meet deadlines.
  • Ability to work under pressure and develop ad hoc, unstructured analysis.
  • Travel expectation of 10%-20% of time.

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