Financial Planning Analyst

Reading, PA

Posted: 08/16/2023 Employment Type: Accounting Industry: ACCOUNTING/FINANCE Pay Rate: $60K - $65K

Job Description

DIRECT HIRE Financial Analyst opportunity!

Responsible for forecasting, analyzing cash flow, product and customer performance as well as operating efficiency tracking.

Financial Planning Manager Essential Functions:

  • Cash Flow – develop a cash flow forecast incorporating all relevant business initiatives, forecasted sales and expenditures with a process for comparing actual to forecast
  • Purchases - develop forecasting of open purchase orders and forecasted purchase orders for all products, raw materials and operating expenses 
  • Receipts - develop cash receipt forecasting
  • Product –  develop product category performance metrics and reporting
  • Channels - analyze and report on business unit and channel contribution 
  • Sales - across product categories and customer groups develop forecasts and reporting on sales 
  • Gross Margin – across product categories and customer groups develop a reporting and forecasting process based on units costs and discounts.
  • Operating costs - analysis across departments to develop a reporting and forecasting process.
  • Operational metrics - improve operational efficiency tracking and reporting utilizing company data warehouse

Financial Planning Manager Qualification Requirements:

  • Financial Planning and/or accounting education and training
  • Strong organizational skills 
  • Ability to communicate effectively and pro-actively with both financial and non-financial colleagues to improve overall business performance.
  • Inquisitive and self-starter
  • Ability to be a key leader in a dynamic, data-focused organization.
  • Highly resourceful and very strong problem solving and analytical skills.
  • Advanced Microsoft office skills, including MS Project, Excel, Word
  • Previous experience with the consumer product category is desired.

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