Financial Planning and Analysis Professional

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Job description

We are seeking a dedicated Financial Planning and Analysis Professional to join our team. The ideal candidate will have a strong background in financial analysis, process optimization, and KPI management. This role requires excellent analytical skills, attention to detail, and the ability to collaborate effectively with cross-functional teams.

Responsibilities

Process Optimization: Identify, evaluate, and implement improvements in financial and operational workflows to streamline processes and enhance productivity.

KPI Tracking and Management: Monitor, track, and report on key financial and operational performance indicators, offering actionable insights to improve overall performance.

Support Decision-Making: Collaborate with business leaders to provide data-driven recommendations based on KPI analysis and process performance.

Cross-Departmental Collaboration: Work closely with IT, operations, and finance teams to ensure alignment and support the implementation of process improvements.

Financial Reporting and Dashboards: Product owner and maintenance of detailed financial and operational reports and dashboards, ensuring leadership has access to timely, accurate data for strategic decision-making.

Data Integrity and Analysis: Ensure the accuracy and integrity of financial and operational data, leveraging advanced analytical methods to identify trends, risks, and opportunities.

Drive Efficiency: Continuously review and recommend strategies for automation, cost control, and process improvement to increase operational efficiency.

Vendor Collaboration: Work with external vendors to implement solutions, ensuring that vendor relationships align with organizational goals and compliance standards.

Contract Understanding for Audit: Ensure a comprehensive understanding of existing or new contracts to assist in audit-related activities, ensuring compliance with corporate policies and alignment with organizational objectives.

Product Ownership and Implementation: Collaborate with cross-functional teams to oversee the implementation of financial tools and systems, ensuring successful integration into existing processes.

Audit and Compliance Support: Ensure financial processes comply with corporate policies, GAAP, and regulatory standards.

Daily Tasks

Maintain as product owner and contribute to process improvement activities for the Expenditure request approval tool.

Contribute to implementation project of a Telecom Expense Management tool and managed services.

Develop and maintain a validation process of assets between IT Databases and the Fixed Asset Register.

Develop reporting, provide analytics and forecast for Telecom trends.

Ad-hoc financial reporting and analytics.

Qualifications

Bachelor's degree in Finance, Accounting, or a related field.

3-5 years of experience in financial analysis, process optimization, or KPI management.

Strong understanding of financial reporting, process management, and operational efficiency.

Advanced proficiency in Microsoft Office, including Outlook, Excel, PowerPoint, and Teams, with experience in financial management and reporting tools (e.g., Oracle ERP, Power BI).

Experience collaborating with external vendors to implement solutions.

Strong understanding of contracts to ensure alignment with audit and compliance activities.

Excellent analytical and problem-solving skills with a focus on process improvement.

Exceptional attention to detail and accuracy in managing financial and operational data.

Strong communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.

Ability to manage multiple priorities and work in a fast-paced environment.

Benefits

PEAK believes that taking care of our team is essential for success and we are proud to provide benefits that enhance both your well-being and your future.

PEAK's benefit offerings available for our associates include medical, dental, vision, Flexible Spending Account (FSA), Dependent Care Savings Account (DCA), and 401K plan.

Additionally, our associates may be eligible for Paid Sick Leave as required by Federal, State, or local laws.

Equal Opportunity Employer (EEO)

PEAK Technical Staffing is committed to creating a diverse and inclusive environment and is proud to be an Equal Opportunity Employer. PEAK does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status, or any other characteristic protected by applicable law. All employment decisions are made based on qualifications, merit, and business need. We encourage all individuals to apply.

Candidate Privacy

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