Senior Financial Analyst

POSITION PURPOSE

The Senior Financial Analyst will work closely with Finance leaders and budget managers to develop budgets and forecasts and evaluate financial performance across various areas of the organization. This role will lead regular financial performance reviews and forecast updates of various departments, corporate programs, and global events. The Senior Financial Analyst will perform research and analysis to provide senior management and champions with timely financial analytics and recommendations for use in setting and managing goals and objectives.

PRIMARY RESPONSIBILITIES

• Partner closely with Finance leaders to complete month-end financial statement reviews by developing and maintaining financial analytics, performance metrics, dashboards and communicating variance analysis conclusions and highlights across various expense and revenue areas.
• Initiate and lead regular presentations of financial performance and forecast reviews with assigned budget owners of complex department programs, initiatives, meetings, and global events.
• Ensure latest projections of significant expense drivers are reflected in monthly forecasts and performance projections.
• Define financial metrics and identify data sources and drivers that result in productivity and savings. Assist the senior leadership team in driving value-added improvements across the organization.
• Support annual budgeting and quarterly forecast process activities : establishing planning baselines; building staffing models; revenue projection models; providing guidance on budgeting techniques; and supporting cost center managers on budget preparation, costing, etc.
• Identify planning improvement opportunities and coordinate their implementation across the Finance department teams.
• Lead and / or support the financially focused segments of projects, events and initiatives, as needed, to ensure consistency across financial forecasts and coordination with YPO risk and profitability analysis.
• Maintain awareness of and enforce corporate and event financial policies and procedures across the organization. Helping stakeholders understand the "why" behind such policies and how their project may be affected.
• Develop expertise in planning system software to provide support for administration and development of training resources, planning processes and advanced reporting and analytics.
• Review and analyze contract financial language as needed before submission for approval to identify budget concerns and minimize risks.
• Partner with Finance leaders on ad hoc financial analysis and forecasting.

SKILLS

EXPERIENCE / BACKGROUND

EDUCATION / TRAINING / CERTIFICATION

PHYSICAL REQUIREMENTS

EOE

YPO is an Equal Opportunity Employer. YPO takes pride in supporting a diverse workforce and demonstrates this through its policies and practices. YPO does not discriminate in recruiting, hiring, training, promotion, or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.