Analyst, Financial Planning

Employer
AARP
Location
Washington, DC
Posted
Jul 11, 2021
Closes
Aug 10, 2021
Ref
12461249
Industry
Nonprofit
Hours
Full Time
Business Unit Description

AARP is a nonprofit, nonpartisan organization, with a membership of nearly 38 million that helps people turn their goals and dreams into 'Real Possibilities' by changing the way America defines aging. With staffed offices in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands, AARP works to strengthen communities and promote the issues that matter most to families such as healthcare security, financial security and personal fulfillment. AARP also advocates for individuals in the marketplace by selecting products and services of high quality and value to carry the AARP name. As a trusted source for news and information, AARP produces the world's largest circulation magazine, AARP The Magazine and AARP Bulletin.

Financial and Operational Services (FOS) manages AARP's multi-year financial planning, budgeting and forecasting; treasury and investments; tax reporting and planning; and accounting and financial reporting activities. The division provides project management and training and support for the systems used to manage AARP's money and assets.
Summary
  1. As a member of the FP&A team, the incumbent will provide ongoing value-added financial and business analysis and support for all levels of management within AARP's Integrated Communications and Marketing group. Performs financial analysis and reporting duties, including the creation, review, and quality control of financial reports.
  2. Responsible for coordinating the annual budget, quarterly forecast, and monthly financial results analysis processes across multiple lines of business within the ICM group including: Brand Management, and Integrated Communications.
  3. 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.
  4. Provide ad-hoc financial analysis and business case development as required by the business unit.
  5. Leverage new technology to drive efficiencies in reporting and data visualization in partnership with IT Services.
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 interacts 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.
  • Print and Brand Center of Excellence expense trending.
  • Monthly operational and financial variance analysis.
  • Financial trend analysis and forecast accuracy improvement.
  • Manage and execute special projects, ad hoc analysis, and other duties, as assigned.
  • 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.
  • Requires minimal direction and makes decisions independently.
  • In depth knowledge in job-related areas of expertise.
  • Responsible for the management and execution of special projects, ad hoc analysis and other duties as assigned by the Director Financial Planning.
Requirements
  • Completion of a Bachelor's degree in Accounting, Finance, Business, or a related discipline (advanced degree in Finance, MBA preferred), and 2+ years of directly related experience; or an equivalent combination of training and experience related to the duties of the position. Requires experience in financial planning, budgeting, capital 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.
Compensation and Benefits

AARP offers competitive benefits with 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. Visit careers.aarp.org/benefits for more information.

As a result of the COVID pandemic, all interviews will be held virtually and all non-essential employees will continue to work remotely until further notice.
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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