POSITION PURPOSE
The Senior Financial Analyst will work closely with Finance leaders and budget managers to develop budgets and forecasts and evaluate financial performance across various areas of the organization. This role will lead regular financial performance reviews and forecast updates of various departments, corporate programs, and global events. The Senior Financial Analyst will perform research and analysis to provide senior management and champions with timely financial analytics and recommendations for use in setting and managing goals and objectives.
PRIMARY RESPONSIBILITIES
Partner closely with Finance leaders to complete month-end financial statement reviews by developing and maintaining financial analytics, performance metrics, dashboards and communicating variance analysis conclusions and highlights across various expense and revenue areas.
Initiate and lead regular presentations of financial performance and forecast reviews with assigned budget owners of complex department programs, initiatives, meetings, and global events.
Ensure latest projections of significant expense drivers are reflected in monthly forecasts and performance projections.
Define financial metrics and identify data sources and drivers that result in productivity and savings. Assist the senior leadership team in driving value-added improvements across the organization.
Support annual budgeting and quarterly forecast process activities: establishing planning baselines; building staffing models; revenue projection models; providing guidance on budgeting techniques; and supporting cost center managers on budget preparation, costing, etc.
Identify planning improvement opportunities and coordinate their implementation across the Finance department teams.
Lead and/or support the financially focused segments of projects, events and initiatives, as needed, to ensure consistency across financial forecasts and coordination with YPO risk and profitability analysis.
Maintain awareness of and enforce corporate and event financial policies and procedures across the organization. Helping stakeholders understand the “why” behind such policies and how their project may be affected.
Develop expertise in planning system software to provide support for administration and development of training resources, planning processes and advanced reporting and analytics.
Review and analyze contract financial language as needed before submission for approval to identify budget concerns and minimize risks.
Partner with Finance leaders on ad hoc financial analysis and forecasting.
SKILLS
Ability to manage a portfolio of multi-million-dollar budgets at the same time, while tracking spending, vendor commitments, purchase orders, and variances to plan.
Proven ability to work independently with initiative, to be resourceful and self-motivated and proactively manage multiple tasks and projects simultaneously.
Excellent communication skills with an emphasis on proactivity, clarity, thoroughness, and diligence.
Proven characteristics of intellectual curiosity, responsibility, determination, creativity, flexibility, drive, and self-confidence.
Ability to maintain discretion and integrity of confidential and sensitive information.
Ability to identify problems, research alternatives, provide solutions and/or resolve issues in a timely manner. Anticipates customer needs and delivers with clarity.
Analytical with extremely high judgement, structured thinking and creative problem solving.
Possesses a distinct global mindset, sensitive to local and international customs and protocols.
Great organization and people skills as this role will interact with various people across global time zones and/or different cultures.
Proficient in financial analysis, forecasting and accounting.
Well-organized with the ability to drive to completion multiple accounting/financial analysis/reporting projects.
Detail-oriented and able to work and communicate effectively with all levels of the organization, from project management teams to senior leadership.
EXPERIENCE/BACKGROUND
7+ years prior work experience in Finance and/or Accounting.
3+ years in business analysis or financial forecasting.
Background as financial analyst managing multi-million-dollar budgets simultaneously.
Experience working with multicurrency budgets with understanding of foreign exchange rates & hedging when budgeting. Not a requirement but a plus.
Proficient in Microsoft Office with expert level in MS Excel required.
Experience working with Financial Budgeting Systems, specifically Workday Adaptive Planning, Salesforce, Financial Force – preferred but not required.
EDUCATION/TRAINING/CERTIFICATION
Bachelor’s degree in finance or accounting.
Master's in business administration a plus but not required.
PHYSICAL REQUIREMENTS
Ability to work flexible and/or extended hours as needed to accommodate members and team members in multiple time zones.
Ability to work for extended hours at a computer screen.
Willingness and ability to travel, domestically and internationally, without restrictions, approximately 10-20% per year.
EOE
YPO is an Equal Opportunity Employer. YPO takes pride in supporting a diverse workforce and demonstrates this through its policies and practices. YPO does not discriminate in recruiting, hiring, training, promotion, or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.
