Data Analyst overseeing data infrastructure and operations supporting Wealth Management. Key liaison with Operations, Finance, and Wealth Management teams for automation and reporting.
About the role
- FP&A analyst supporting income statement analysis and preparation for aerospace & defense firm. Collaborating with executives on financial metrics and reporting processes within a hybrid work schedule.
Responsibilities
- Analyze income statement movements, profitability, revenue trends, and expenses
- Create and distribute weekly/monthly trend analyses
- Support the various monthly reports to include the Monthly Financial Review, Quarterly Operational Review, Annual Operating Plan, Joint Strategic Plan, and any other financial reviews
- Develop tools, templates, and processes to simplify ways of capturing data and preparing reports, while also ensuring the information gathered is relevant and at an appropriate level of detail
Requirements
- Bachelor’s Degree and minimum 6 years of prior relevant experience
- Graduate Degree and a minimum of 4 years of prior related experience
- In lieu of a degree, minimum of 10 years of prior related experience
- Bachelor’s degree in finance, accounting, or economics (preferred)
- Graduate degree in finance, accounting, or economics (preferred)
- Advanced Excel proficiency (pivot tables, XLOOKUP, modeling)
- ERP system familiarity (Oracle)
- Strong skills in variance analysis, account reconciliation, and GAAP principles
- Years of experience with Microsoft Excel, Word, PowerPoint
- Demonstrate strong knowledge of the Balance Sheet and Income Statement
- Experience in the Aerospace & Defense industry
- Experience with Hyperion, Oracle, Cost Point, and Peoplesoft
- Flexible and willing to assume additional responsibilities as needed.
Benefits
- Health and disability insurance
- 401(k) match
- Flexible spending accounts
- EAP
- Education assistance
- Parental leave
- Paid time off
- Company-paid holidays
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