Apply on Employer Site

8am · 2 days ago

Temporary Sr. Financial Planning Analyst

Austin, TX

Full-time

Onsite

Senior Level

$60/hr - $62.50/hr

8am is a company focused on empowering professionals with innovative technology for better outcomes. They are seeking a Senior Financial Planning Analyst to assist the CFO with finance initiatives, budgeting, forecasting, and financial reporting, providing opportunities for leadership and professional development.

Financial ServicesFinTechLegal TechPayments

Responsibilities

Assist Finance Department with development of financial forecasts and budgets

Engage in the annual planning process and on-going quarterly forecasts

Prepare and analyze monthly financial and operating reports including but not limited to monthly operating statements, forecasts, and budget data. Assist in the preparation of monthly forecasts, annual budgets, and long range plans

Assist in the development and production of monthly reports, providing regular updates on YTD, QTD and MTD performance to CFO

Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures

Assist in development of quarterly reports that are distributed to 8am's member benefit programs and integrated partners

Assist with the continued development of budgeting, financial forecasting, and operating plan

Support management team and department heads with analysis and reporting as needed

Provide financial analysis and reporting for recurring meetings related to projects and corporate financial performance

Increase productivity by developing automated applications and reports; coordinate information requirements

Develop financial models, conduct benchmarking and process analysis

Qualification

Financial forecastingBudgetingFinancial reportingAdvanced ExcelGeneral accountingBI toolsAI toolsMBACPA/CMAAnalytical skillsAttention to detailIndependent work

Required

MBA and/or Professional certification (CPA/CMA/Qualified Accounting certificate) + relevant experience

Highest standards of accuracy and attention to detail in a dynamic, multitasking environment

Solid knowledge of general accounting and financial planning

Able to work independently

Advanced proficiency in Excel

Highly analytical, detail oriented and strong business sense; proven ability to manage new ideas and creative solutions and demonstrated experience managing such mechanisms to an end result

Extensive database experience as well as working with BI tools such as Tableau

Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation