Analyst, Financial Planning

Employer
AARP
Location
Washington, DC
Posted
Jul 31, 2022
Closes
Aug 30, 2022
Ref
1644
Industry
Nonprofit
Hours
Full Time
Overview

AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence and nearly 38 million members, AARP strengthens communities and advocates for what matters most to families: health security, financial stability and personal fulfillment. AARP also produces the nation's largest circulation publications: AARP The Magazine and AARP Bulletin.

Financial Planning and Analysis (FP&A) is responsible for developing AARP's annual budget, three periodic financial forecasts, and multi-year financial plan. The team partners closely with the Enterprise Strategy Group to ensure financial resources are available and aligned with the strategic priorities as approved by AARP leadership and the Board. FP&A also provides an array of financial analytical services to AARP business groups, leadership and the Board.

As a member of the Financial Planning & Analysis team (FP&A), the Analyst will provide ongoing financial and business analysis and support for all levels of management within AARP's Integrated Communications and Marketing group. The Analyst performs financial analysis and reporting duties, including the creation, review, and quality control of financial reports. You will be responsible for coordinating the annual budget, quarterly forecast, and monthly financial results analysis processes across multiple lines of business within the Integrated Communications and Marketing (ICM) group. You will develop, build, and maintain complex financial models; analyze financial statements and related data; develop executive-level presentations to inform and support both short-term and long-term planning efforts across the Association.

Responsibilities

  • Provide direct financial planning and analysis support for the Brand, and Integrated Communications groups within AARP's ICM operating group. Manages monthly business unit budget/forecast variance reports, identify and communicate details related to any variance issues; meet with business unit managers, discuss variances, and document / communicate related risks or opportunities.
  • Develops complicated forms, reports, and ad hoc analytics within Hyperion Planning, Hyperion Financial Reporting, and Smart View. Is trained extensively on all aspects of Hyperion Planning and Smart View (Essbase).
  • Partners with business group leaders, operations staff, accounting, and other FP&A staff to coordinate the timely completion of the annual budget process, quarterly forecasts, monthly financial close, and other ad-hoc analysis projects.
  • Manage and develop critical relationships across key functional areas within AARP and interact with all levels of leadership at AARP, including the Sr. Vice President - Financial Planning & Analysis, Chief Communications and Marketing Officer, and the Group Executives for Brand Management and Integrated Communications. Must be comfortable working directly with Executives and Leadership Team members.
  • Plays an active role in the development of new data visualization and robotic process automation tools used to provide management reporting and financial analysis.
  • Additional financial modeling expertise, reporting, analytics, and ownership in the following key areas. Financial modeling will be heavily based on Hyperion, PeopleSoft, and Oracle Business Intelligence data.
  • Digital Revenue, Expense, and Contribution modeling; Monthly operational and financial variance analysis; Financial trend analysis and forecast accuracy improvement.
  • Prioritize projects and assignments efficiently and effectively. Uses business, technical, and educational experience to correctly evaluate the analytical output of others. Completes assignments in a timely manner, often while completing multiple projects with competing priorities.

Qualifications

  • Completion of a Bachelor's degree in Accounting, Finance, Business, or a related discipline (advanced degree in Finance, MBA preferred).
  • 1+ years of directly related experience or an equivalent combination of training and experience related to the duties of the position.
  • Experience in financial planning, budgeting, forecasting, business analysis, and modeling. Excellent oral, written, influence, and interpersonal skills required.
  • Technical competencies include Financial Planning software tools such Hyperion, Essbase, Tableau, and PeopleSoft. Must be an advanced user with Microsoft Office applications, specifically Excel and PowerPoint.

Flexible Work Arrangement (FWA)

AARP observes Mondays and Fridays as telecommuting workdays, except for essential functions. Remote work and telecommuting can only be done within the United States and its territories.

Compensation and Benefits

AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition; tuition reimbursement; among others.

Equal Employment Opportunity

AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.

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