Corporate Financial Planning Analyst Location:Charlotte, NC

100,000 - 200,000

Job Description:

Job Description

COMPANY OVERVIEW:

  • Since 1918, it has been a??s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization.
  • We a??re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.
  • By building a culture that allows all employees to contribute their unique talents and skills, we a??re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals.
  • We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.

POSITION SUMMARY:

  • Assists in establishing strong business and financial processes and governance for effective cost management.
  • Participates in the design, implementation and tracking of multi-dimensional financial reporting process changes and related metrics to drive standardization and consistency.
  • Assists in the analysis of financial results to feed into business decision making.

KEY RESPONSIBILITIES AND DUTIES:

  • Participates in the preparation of financial information for the development of budget, forecasts, scorecards and action plans.
  • Organizes and prepares data for basic financial analyses and reports to meet required deadlines.
  • Understands key financial reporting structures, account structures and audit controls.
  • Participates in various aspects of implementation and/or modification and monitoring of new reporting and accounting systems, enhancements, procedures, account structures, audit controls, etc.

QUALIFICATIONS:

  • Currently enrolled in an accredited masters program focusing on accounting, finance or a related discipline (current sophomore or junior)
  • 0-2 years experience in accounting/finance with exposure to financial planning and analysis.
  • Advanced knowledge of Microsoft Office products


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