Financial Planning & Analysis Analyst at Navitas responsible for financial planning, reporting, and analysis. Collaborating with finance teams and assisting in the close process while analyzing financial data.
Responsibilities
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.
Requirements
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.
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