Financial Planning & Analysis

Navitas is looking for a Financial Planning & Analysis to be responsible for key aspects of the company’s financial processes, including financial planning and analysis, reporting, and assisting in the close process. This includes analyzing various general ledger accounts, preparing and inputting journal entries, producing recurring monthly reports, variance analysis, and supporting report transformation and automation. The position reports directly to the Senior Manager of Financial Planning and Analysis, with indirect reporting to the Controller and significant interaction with the SVP of Accounting and Finance. Successful candidates will join a collaborative and supportive team environment.

• In-office (non-remote) position
• Assist in the preparation of financial forecasts and plans.
• Develop reports and analysis from forecast and other systems.
• Maintain database extracts and related analysis from general ledger, leasing, and forecast systems.
• Manage expense allocation methodologies and processes.
• Prepare analyses for corporate strategic initiatives.
• Prepare business unit or segment profitability analysis.
• Support preparation, reconciliation, and distribution of responsibility reports.
• Perform ad hoc analysis accurately and timely.

• Required Skills/Experience/Education:
  • Bachelor’s degree in finance or accounting.
  • 3+ years’ experience as a financial analyst.
  • Exposure to financial services industry; equipment leasing/finance experience a plus.
  • Strong organizational and time management skills.
  • Excellent written and oral communication skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and navigate ambiguity.
  • Cross-functional teamwork in a fast-paced environment.
  • Advanced MS Excel skills; proficiency in Microsoft Office Suite.
  • Experience with Anaplan highly preferred; OneStream, LeaseWorks, Prologue, Great Plains a plus.
• Preferred Skills/Experience/Education:
  • Experience with data management, forecasting, budgeting, and variance analysis.
  • Experience building and transforming reports.

• Must be able to pass a background & credit check
• This is a full-time position requiring schedule flexibility for evenings and weekends as needed.
• No travel required.

FLSA Status: Exempt