Financial Planning Support Associate at Davy providing client support and ensuring regulatory compliance in financial planning initiatives.
About the role
- Financial Senior Analyst at Cox Automotive supporting sales finance and delivering financial analysis and reporting. Collaborating with cross-functional teams to enable strategic decision-making.
Responsibilities
- Support the Sales Finance, BU Finance, Performance Management and Sales teams by delivering accurate financial analysis, insightful reporting, and actionable recommendations
- Develop and maintain KPI reporting, ad hoc analysis, and dynamic self-service user reports with a focus on sales financial performance
- Ownership of sales performance scorecards, data model refreshes, plus month‑end close support
- Partners with business leaders across multiple lines of business across the organization
- Participate in stakeholder meetings to understand user needs and capture development requirements for dashboard creation
- Work iteratively with stakeholders to improve and expand existing reporting
- Champion reporting quality, accuracy, usability and reliability by documenting and applying best practices in development and implementation
- Performs ad-hoc financial analyses at multiple levels of complexity, including churn and sales analysis
- Create useful documentation, lead hands-on training, and support general understanding and usage by internal stakeholders of dashboard reporting, and ad hoc analysis
- Recommend operational efficiencies and process improvements
- Conduct research and analysis of financial data for planning and budgeting
- Apply tools and techniques to gather, interpret, and report data
- Lead projects that generate insights for decision-making and business needs
- Tailor data fields to meet client requirements and present findings clearly and actionably
- Identify patterns, build reports and recommend, and set up tracking systems that are efficient, timely, and minimally disruptive
- Monitors report and data availability and proactively communicate with clients on delays and issues
Requirements
- Bachelor’s degree with 4 years of experience in FP&A, financial analysis, or related roles
- A candidate may also have a Master's Degree with 2+ years of experience or a Ph.D. with 1+ year of experience
- A non-degreed candidate will have 8 years of relevant experience
- Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data modeling
- Familiarity with SQL for data querying and reporting
- Experience with BI tools (e.g., Power BI, Tableau) and/or ERP/financial systems
- Excited to explore and apply AI-driven tools and techniques to enhance accuracy, automate reporting, and uncover financial insights
- Be a self-starter - work independently with minimal direction or oversight
- Excel in a fast-paced, high-pressure environment where speed and quality are paramount
- Strong analytical and problem-solving skills
- Excellent communication skills, including the ability to clearly and effectively communicate analysis findings to stakeholders at all levels
- Produce high-quality work that is accurate, insightful, and actionable with attention to detail
- Ability to prioritize work with a demonstrated focus on real business need/value
Benefits
- The Company offers eligible employees the flexibility to take as much vacation with pay as they deem consistent with their duties, the company’s needs, and its obligations
- seven paid holidays throughout the calendar year
- up to 160 hours of paid wellness annually for their own wellness or that of family members
- Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave
- health care insurance (medical, dental, vision)
- retirement planning (401(k))
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