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Financial Planning & Reporting Analyst

TalentBridge Charlotte Full-Time
$60,000.00 - $70,000.00 / year
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Position Responsibilities:

·         Creation of all budget and forecast reports that are consumed by field managers

·         Assist with maintaining the templates for the regional and district forecast and reporting processes

·         Development of new analysis tools as requested by Store Finance team

·         Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions for management consumption

·         Partner with cross functional teams at the support office to drive efficiencies in workstreams and maintain open communication channels

·         Special reports and projects as assigned

·         Assist with annual preparation of profit center budgets and quarterly forecasting

·         Extract large amounts of data and synthesize for easy understanding by management

·         Post monthly journal entries as needed

Education & Experience:

·         An undergraduate degree in Business, Accounting, Finance, Economics or related discipline or equivalent experience

·         Minimum of 1-2 years of experience in a financial role requiring financial analysis

·         Outstanding organizational and time management skills and the ability to prioritize multiple assignments

·         Strong verbal and written communication skills, with the demonstrated ability to work with all levels of staff and management

·         Strong analytical (quantitative as well as qualitative) skills including building models and interpreting large data sets

·         Proficiency with MS Excel; familiarity with data query/data management tools extremely helpful (MS Access, SQL)

·         Dependable, motivated and self -starter, with the ability to work independently as well as part of a team

·         Agile and a willingness to shift priorities

·         Strong customer service orientation

Recommended skills

Time Management
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