Hoshizaki America
SUMMARY
The Financial Planning Analyst supports the FP&A function by providing key financial insights, detailed analysis, and reporting to drive decision-making and improve visibility into business performance. The objective of the role is to continually improve the reliability, transparency, and reporting capabilities of both historical and forward-looking information.
This position will work closely with the Manager of FP&A, departmental managers, and other stakeholders to compile, analyze, and present accurate financial information, contributing to strategic and operational goals. and other stakeholders to develop meaningful insights regarding performance and trends, opportunities, and risks.
The role will become a subject-matter expert in the areas within scope of the role and will be responsible for building a strong and proficient team as the function evolves and grows.
This role reports to the Manager, Financial Planning and Analysis and is a key member of the finance team.
KEY PERFORMANCE INDICATORS (KPIs)
The Financial Planning Analyst supports the FP&A function by providing key financial insights, detailed analysis, and reporting to drive decision-making and improve visibility into business performance. The objective of the role is to continually improve the reliability, transparency, and reporting capabilities of both historical and forward-looking information.
This position will work closely with the Manager of FP&A, departmental managers, and other stakeholders to compile, analyze, and present accurate financial information, contributing to strategic and operational goals. and other stakeholders to develop meaningful insights regarding performance and trends, opportunities, and risks.
The role will become a subject-matter expert in the areas within scope of the role and will be responsible for building a strong and proficient team as the function evolves and grows.
This role reports to the Manager, Financial Planning and Analysis and is a key member of the finance team.
KEY PERFORMANCE INDICATORS (KPIs)
- Prepares monthly financial variance analysis
- Prepares monthly financial projection
- Contribution to process efficiencies and automation efforts
- Supports business objectives for revenue and profitability growth
- Develop approach to, and lead, the annual planning cycle, including the company's 1-year detailed budget, 5-year general projection, and rolling forecasts.
- The position will provide support to the entire business through modeling outlook, risks, scenarios, and sensitivities.
- The role will be responsible for strengthening decision making capabilities by providing stakeholders with timely, detailed, and meaningful insights and visibility on business performance
- Developing and delivering monthly analytics package for executives and front-line managers.
- Review analytics and research events and trends to provide description, insight, and understanding.
- Model proposed business or organizational changes and other special projects.
- Produce, review, and deliver ad-hoc information for executives and managers.
- Identify, implement, and optimize ERP-functionality or specialized software available to achieve objectives of the function.
- Develop and automate recurring deliverables.
- Educate software users regarding self-service forecasting, planning, and reporting capabilities.
- Ensure the accuracy, completeness, transparency, and timeliness of all data that is collected, organized, and reported.
- Lead FP&A staff, ensuring proper initial and on-going training, development, and evaluation.
- Leverage data, analysis, and role as part of HA accounting to apply business acumen and identify opportunities for financial, operational, policy, or process improvement including optimization of current tools and mastery of new tools to improve control, efficiency, scalability, etc.
- Serve as a member of HA finance department, participating in strategic projects of the department and cross-functional teams.
- Bachelor's degree in Finance, Accounting, or Business Administration
- 2-4 years of experience in finance or accounting, preferably in an FP&A or business partner role.
- Experience in budgeting, planning, and forecasting.
- Experience developing and using business analytics to inform stakeholders and support decision making.
- Familiarity with ERP systems and data analytics tools (e.g., Excel, Power BI, or similar).
- Understanding of accounting principles required, experience in manufacturing is strongly preferred.
- Strong proficiency in Excel (pivot tables, XLOOKUP, modeling); experience with financial planning software and/or ERP systems.
- Demonstrated critical-thinking skills to identify trends, articulate insights, and formulate recommendations.
- Strong attention to detail, with the ability to prioritize tasks and meet multiple deadlines.
- Demonstrated ability to collaborate cross-functionally.
- Demonstrated ability to work independently, prioritize, and manage multiple projects.
- Strong interpersonal skills with the ability to effectively discuss business issues, explain analysis and support financial tracking of key projects to a wide range of audiences with varying levels of financial acumen.
- Thrives in environment of continual improvement, both contributing to and supporting change as a cultural element.
- Proactive, with inherent belief in life-long learning, and intellectual tenacity when working through a challenge.