MAJOR ACCOUNTABILITIES include the following. Other duties may be assigned.
Support the financial team with the budgeting and forecasting process.
- Assist with the preparation and maintenance of the annual operating and capital budgets using established templates, timelines, and procedures.
- Collect budget information and supporting documentation from departments and review submissions for completeness and accuracy.
- Update budget workbooks, planning files, and recurring reports.
- Reconcile budget information and research routine discrepancies, escalating complex issues to the Director or FP&A Analyst.
- Assist with budget calendar activities, departmental communications, and preparation of presentation materials.
- Coordinate with the FP&A Analyst to support deadlines and maintain consistent data and reporting standards.
Provide financial reporting and analysis support.
- Prepare recurring financial reports comparing actual results to budget, forecast, and prior-year performance.
- Research routine budget variances and summarize findings for review by the Director and FP&A Analyst.
- Compile financial and operational data from multiple systems and verify the accuracy of source information.
- Respond to routine departmental reporting questions and assist with gathering information for more complex inquiries.
- Monitor assigned financial and operational metrics and identify unusual results that require additional review.
- Support departmental meetings and special projects by preparing data, schedules, and other financial information.
Maintain financial models, systems, and data integrity.
- Update existing financial models, forecasting tools, and planning templates using established assumptions and methodologies.
- Validate financial data for completeness, consistency, and accuracy before reports are distributed.
- Maintain organized documentation of reporting procedures, data sources, and recurring processes.
- Assist with testing and implementation of improvements to financial planning, reporting, and analysis tools.
- Collaborate with the FP&A Analyst to identify opportunities to streamline routine reporting and improve team processes.
Other Skills and Abilities
- Work with sensitive information and maintain confidentiality.
- Demonstrate attention to detail and maintain accurate, complete, and organized financial records and reports.
- Prioritize assignments, manage time effectively, and meet established deadlines with appropriate guidance.
- Work collaboratively with the Director, FP&A Analyst, Finance team members, and departmental stakeholders.
- Communicate questions, discrepancies, and potential issues promptly and seek guidance when assignments fall outside established procedures.
- Demonstrate initiative, sound judgment, and a willingness to develop financial planning and analytical skills.