Financial Planning & Analysis Analyst

Description:

Essential Duties and Responsibilities – What You’ll Do:

• Lead the enterprise planning process, including annual budgeting, forecasting, long-term projections, and scenario modeling, to drive strategic business decisions.
• Develop and deliver monthly forecasting reports that provide actionable insights into current performance and emerging trends for senior management, shareholders, and banking partners.
• Prepare weekly, monthly, and annual cash flow projections to support effective liquidity planning and ensure financial stability.
• Analyze monthly gross profit margins versus budgeted results, investigate variances, and communicate findings to business managers, supporting continuous improvement.
• Design, document, and maintain flexible, scalable standard cost models to support pricing strategies and margin analysis, with a focus on innovation and process improvement.
• Assist in preparing consolidated financial statements in compliance with company guidelines and regulatory requirements, ensuring accuracy and transparency.
• Provide annual training and expert guidance to internal budget managers and key business stakeholders, fostering financial acumen and cross-functional collaboration.
• Evaluate and implement emerging technologies to enhance financial processes and reporting capabilities, positioning the organization at the forefront of industry best practices. Conduct ad-hoc financial analyses and prepare reports to support strategic decision-making across the business.

Qualifications:

• Education: Bachelor’s degree in finance or accounting, or equivalent work experience.
• Experience: At least 3 years’ experience and/or training.

Competencies:

• Proficient in Excel, Word, Access or OLAP Databases, PowerPoint, and Outlook, with an emphasis on the use of Excel. Previous exposure to Microsoft CoPilot is a plus.
• The ability to communicate clearly and effectively both verbally and in writing.
• This individual must be tactful, confident & skilled in their ability to resolve issues.
• Strong interpersonal skills are needed.
• Financial report development and creation, budgeting, and forecasting experience
• Understanding of U.S. GAAP
• Able to manage multiple concurrent projects and requirements

Work Environment: This job operates in a professional office environment.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; hands to finger, handle or feel; and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. (Very specific implications with respect to the American with Disabilities Act (ADA).

Travel: Minimal Travel (less than 25%)

Security: Required to consistently demonstrate adherence to all security requirements and accepted practices as contained in the current ES&S Security Policy. Incumbents must proactively read, comprehend and adhere to all ES&S security policies, practices and procedures regarding the safety and safekeeping of co-workers, products, services and other intellectual property as defined in the ES&S New Business and Non-disclosure, or Proprietary matters, Confidential matters and Non-Competition agreements, and the current ES&S Security Policy Manual.

EEO Statement: In order to provide equal employment and advancement opportunities to all individuals, employment decisions at ES&S will be based on merit, qualifications, and abilities. ES&S does not discriminate in employment opportunities or practices on the basis of race, creed, color, religion, sex, sexual orientation, national origin, citizenship status, marital status, age, disability, genetic information, or because of past, current, or future military obligations or any other characteristics protected by law.

This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training.

E-Verify: ES&S shall electronically verify the employment eligibility of their newly hired employees and shall submit a query to E-Verify for any newly-hired employee after completion of the I-9 process and no later than the end of the third business day after the employee’s actual start date.

Requirements: