Senior Planning & Financial Analyst
job summary: Senior Planning & Financial Analyst The Sr. Planning & Financial Analyst is responsible for the execution of financial processes and analyses integral to forecasting, budgeting, and strategic planning. They will develop and analyze budgets, forecasts, and financial plans for assigned programs and cost centers. This role will summarize financial information, analyze trends and develop monthly and quarterly reports. Our Headquarters is in Bethesda, MD and is home to over 300 employees with expertise in communications, digital production, biomedical sciences, and everything in between. The work housed here supports and augments the groundbreaking research conducted in labs across the nation location: Chevy Chase, Maryland job type: Permanent salary: $100,000 - 115,000 per year work hours: 9 to 5 education: Bachelor's degree experience: 4 Years responsibilities: Develop, coordinate and analyze annual expenditure and revenue budgets for assigned programs and cost centers, including meeting with budget area heads and cost center managers to assist in developing their zero-based budgets. Assist in consolidation of budgets for overall presentation to management. Coordinate and reconcile the annual budget upload in Workday and Cognos, and consolidate for budget areas to validate and review. Coordinate, analyze and recommend forecast revisions for assigned programs and cost centers at scheduled intervals during the fiscal year. Meet with budget area heads and cost center managers to assist and recommend forecast adjustments. Summarize financial information for monthly, quarterly, year-end and ad hoc management presentation including results on actuals and projections. Analyze expenditures and revenue for assigned programs and cost centers. Recommend adjustments and prepare variance analysis. Assist in the development and maintenance of long range financial planning models for management. Prepare project accounting and financial reporting for capital and major projects. Prepare financial reports for various initiatives that are underway at Headquarters for facilities, business systems and information technology infrastructure. Contribute to the monthly and year-end financial close process by preparing correcting journal adjustments, payroll adjustments and budget transfers. Review project spending and capitalize project assets. Create and maintain projects and hierarchies in Workday. Review month-end reconciliation of GAAP versus management reporting and make any necessary corrections. Maintain the electronic budget developmental model for Headquarters' budgets. Maintain and test Workday financial reports and coordinate revisions to the Headquarters reporting dashboard. Prepare and update job aids for assigned Workday tasks. Provide training and assistance as needed to assigned users. Participate in the implementation or upgrade of financial and budgeting systems. Build strong relationships with assigned budget owners to ensure collaborative efforts in preparation of budgets and forecasts. Provide ad hoc analysis and perform other duties as assigned. qualifications: Education: Bachelor's degree in Accounting or Finance required; CPA or MBA preferred Experience: Minimum of 4 years experience in budget planning and financial analysis. High-level proficiency in data modeling and spreadsheet analysis is required. High-level proficiency in MS Office Suite, Adobe, Workday, Tableau and Cognos CafA$ (C) or similar systems is preferred. Advanced user of Microsoft Excel required, VBA proficiency required. Skills and Abilities: Analytical, reasoning skills and excellent judgment are critical. Strong oral and written communications skills are essential. Ability to prepare written budget justifications and financial footnotes. Must be able to function as a technical and subject matter expert, with the ability to understand and articulate orally and in writing how and why things are done. Ability to take initiative, be creative and proactive, think 'out of the box' to find innovative solutions. Salary for this position is $100,000 - 115,000 per year. If interested please send resume to michael.sosler@ skills: $2 billion+ Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.