Financial Planning and Analysis Principal Specialist

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Analyze, prepare, and offer recommendations for the RFS pre-forecast and close forecast, including presentations to RFS leadership.

• Engage in the Long-Range Planning (LRP) process, which encompasses the Annual Operating Plan (AOP).

• Organize planning calendars, consolidate bottom-up inputs, and assist in reviews with Program Area Directors.

• Work collaboratively with cross-functional teams on planning, forecasting, market analysis, growth analysis, as well as risk and opportunity assessments.

• Develop and sustain financial reports, templates, dashboards, and reporting tools.

• Conduct ad hoc financial analysis and variance analysis.

• Identify, investigate, and resolve data discrepancies and reporting challenges.

• Utilize Analysis for Office, Microsoft Excel, and business systems to analyze financial data and generate reports.

• Assist in financial reporting and forecasting activities in accordance with established reporting timelines.

⛳️ Requirements

• Bachelor’s degree with a minimum of 5 years of relevant experience, or an advanced degree in a related field with at least 3 years of relevant experience.

• Proficiency in Microsoft Excel, including Analysis for Office (AO).

• Familiarity with Microsoft Word and PowerPoint.

• Experience with RPLAN, SAP Business Systems, SAP BW Toolset, or comparable business systems.

• Background in financial forecasting, reporting, and data analysis.

• U.S. citizenship is required to access the financial management system in accordance with government contractual obligations.

• Preferred experience with Power Query.

• Preferred experience in developing BI dashboards, reports, and automating reporting.

• Previous Financial Planning & Analysis (FP&A) experience is preferred.

• Experience in preparing and presenting to leadership, customers, or internal stakeholders is preferred.

• Ability to manage multiple priorities and meet set deadlines is preferred.

• Experience in creating financial reporting templates and dashboards is preferred.

🏝️ Benefits

• Signing bonus available, contingent upon the final candidate meeting eligibility criteria.

• Relocation assistance provided, contingent upon the final candidate meeting eligibility criteria.

• Healthcare benefits.

• Wellness benefits.

• Retirement benefits.

• Work/life balance benefits.

• Parental leave, including paternal leave.

• Flexible work schedules.

• Achievement awards.

• Educational assistance.

• Child/adult backup care.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Short-term disability.

• Long-term disability.

• 401(k) match.

• Flexible spending accounts.

• Employee assistance program.

• Employee Scholar Program.

• Paid time off.

• Holidays.

• Annual short-term and/or long-term incentive compensation programs may be available, depending on position level and collective-bargaining coverage.