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FP&A Analyst
Ref No.: 17-13806
Location: San Jose, California

Experience with financial and project data analysis. FP&A, Finance background, familiar with IT budgeting, capex, opex, depreciation, building financial models and ROI, etc. Excel Expert, pivot tables, analysis Data modeling experience Metrics and Data Analytics Professional, Executive level PowerPoint Reporting Systems experience such as Tableau.

Duties Specific to Client
Need ability to build out a quarterly budget that includes transfer adjusted forecast, current non-compensation actuals & estimated spend
b. Need ability to determine overall fund availability for quarter at a Cost Center/ GL level by developing a Total Estimated Spend
i. All net new spend asks for the quarter (from Portfolio/CC Managers) PLUS
ii. Expected spend of forecasted line items (Forecast - Actuals - remaining Expected Spend = zero)
c. Need ability to track actuals of non-comp spend against transfer adjusted forecast on a weekly basis
d. Need ability to review open PO's & PR's and project billing/ invoicing per week
e. Need ability to determine accruals on a monthly basis
f. Need ability to review contracts of existing PO's & PR's, and determine when they will need to be renewed (annual purchases)
g. Provide monthly and quarterly readouts of projected quarter ending balance, call out any abnormal under or overspend

Work with department leaders to develop quarterly and annual department budget
Collect and present managers' quarterly budget proposals for completeness, accuracy for leadership team to prioritize
Develop and track initiative spend
Help leadership team build story for funding requests to others in the organization
Help department VP and top managers analyze proposed plans and find alternatives if the projected results are unsatisfactory
Inform leadership team of the status and availability of funds
Conduct cost/benefit and other types of analyses
Submit budget recommendations for approval or rejection of funding requests
Explain and defend recommendations to management and stakeholders
Collaborate with managers to develop final consolidated budget
Monitor department spending to ensure that it is within budget & identify trends in spending
Make forecasts for future budget needs
Prepare periodical and special reports





Skills: Skills
  • Minimum 10 years' experience
  • Proven experience as budget analyst
  • Knowledge of data analysis and forecasting methods
  • Understanding of budgeting and regulatory requirements
  • Excellent mathematical ability and an analytical mind
  • Proficient in MS Office, Excel Expert and some relational database; knowledge and experience with PPT is essential and graphic software is a plus
  • Outstanding communication skills (verbal and written)
  • Attention to detail
  • Degree in accounting, finance, business or relevant field

Education: Education: Degree in accounting, finance, business or relevant field
Languages:
English Read Write Speak
Attachments:
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Skills: Required
  • BUDGETING
  • BUSINESS OPERATIONS
  • DATA ANALYSIS
  • DATABASES
  • FORECASTING
Additional
  • MS OFFICE
  • OPERATIONS
  • OUTSTANDING COMMUNICATION
  • OUTSTANDING COMMUNICATION SKILLS
  • ACCOUNTING
  • BUDGET
  • DATA ANALYTICS
  • DATA MODELING
  • DATABASE
  • EXCEL
  • EXECUTIVE LEVEL
  • FINANCE
  • FORECASTS
  • MARKETING ANALYSIS
  • METRICS
  • PIVOT TABLES
  • POWERPOINT
  • PROPOSALS
  • ROI
Languages: English( Speak, Read, Write )
Minimum Degree Required: Bachelor's Degree