About the role

  • 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.

Job title

Financial Planning & Analysis Analyst

Job type

Experience level

Mid levelSenior

Salary

$49,972 - $127,989 per year

Degree requirement

Bachelor's Degree

Location requirements

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