Financial Planning and Reporting Analyst
Austin, TX Austin, TX Description:
About the Role:
The Financial Planning and Reporting Analyst will analyze operational lead indicators to help predict future performance and to advise the CFO on financial strategy.
This may involve working with senior management and across functions to ensure the accuracy and quality of the operational model and data.
The Financial Planning and Reporting Analyst will report to the CFO.
About Us:
PeopleFund's Mission is to create economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses.
Our Values are:
Integrity First Service Before Self Excellence In All We Do Is that you? Awesome! Let's talk about what you'll do at PeopleFund.
Job Duties and Responsibilities Include:
Analyze the Business Develop deep knowledge of businesses, including key levers driving performance and market conditions.
Support and assist with the preparation of Forecast and annual Budget financial plans.
Support ad-hoc management reporting and continuous improvements and standardization initiatives.
Analyzes industry trends and makes recommendations based on those trends.
Reporting Assist with the monthly, quarterly and semi-annual reporting cycles to our external partners.
Develops financial plans and reports for organizational leaders.
Work cross functionally to ensure accurate reporting on all financial metrics and KPIs.
Models Creates financial models based on analyses to support organizational decision making.
Design and develop financial models and reports to improve the forecasting and reporting processes and special projects.
Assist with Cash Management & Portfolio Management reporting and modeling.
Evaluates capital expenditures and depreciation.
Data Develops automated reporting and forecasting tools for more efficient use of data.
Develop proficiency in Tableau and NetSuite as reporting tools.
Perform other duties as needed or assigned.
Requirements:
Bachelor's Degree in Accounting, Finance, or computer programmer analyst or related field Professional finance or accounting designation preferred (CA, CMA, CFA or CPA) 5
years' experience in accounting and finance positions 2
years' experience in a similar role / position preferred Experience with Tableau, NetSuite SQL reports are an advantage Experience working in non-profits is an advantage.
Experience working with government contracts and/or grants is an advantage.
Experience working in Financial Services is an advantage.
Advanced computer skills, including proficiency in MS Office Exceptional communication skills Results-oriented, strategic thinker and planner The Perks - PeopleFund provides the following benefits for employees:
Medical, dental, vision, and life insurance coverage.
PeopleFund pays up to 100% for employee only coverage Paid Time Off starting at 3 weeks per year and 12 paid holidays 401 (k) retirement plan with match and immediate vesting Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses Dependent Child Care Spending Account available to employees who qualify PeopleFund is a Hybrid Work Environment.
Estimated Salary: $20 to $28 per hour based on qualifications.
About the Role:
The Financial Planning and Reporting Analyst will analyze operational lead indicators to help predict future performance and to advise the CFO on financial strategy.
This may involve working with senior management and across functions to ensure the accuracy and quality of the operational model and data.
The Financial Planning and Reporting Analyst will report to the CFO.
About Us:
PeopleFund's Mission is to create economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses.
Our Values are:
Integrity First Service Before Self Excellence In All We Do Is that you? Awesome! Let's talk about what you'll do at PeopleFund.
Job Duties and Responsibilities Include:
Analyze the Business Develop deep knowledge of businesses, including key levers driving performance and market conditions.
Support and assist with the preparation of Forecast and annual Budget financial plans.
Support ad-hoc management reporting and continuous improvements and standardization initiatives.
Analyzes industry trends and makes recommendations based on those trends.
Reporting Assist with the monthly, quarterly and semi-annual reporting cycles to our external partners.
Develops financial plans and reports for organizational leaders.
Work cross functionally to ensure accurate reporting on all financial metrics and KPIs.
Models Creates financial models based on analyses to support organizational decision making.
Design and develop financial models and reports to improve the forecasting and reporting processes and special projects.
Assist with Cash Management & Portfolio Management reporting and modeling.
Evaluates capital expenditures and depreciation.
Data Develops automated reporting and forecasting tools for more efficient use of data.
Develop proficiency in Tableau and NetSuite as reporting tools.
Perform other duties as needed or assigned.
Requirements:
Bachelor's Degree in Accounting, Finance, or computer programmer analyst or related field Professional finance or accounting designation preferred (CA, CMA, CFA or CPA) 5
years' experience in accounting and finance positions 2
years' experience in a similar role / position preferred Experience with Tableau, NetSuite SQL reports are an advantage Experience working in non-profits is an advantage.
Experience working with government contracts and/or grants is an advantage.
Experience working in Financial Services is an advantage.
Advanced computer skills, including proficiency in MS Office Exceptional communication skills Results-oriented, strategic thinker and planner The Perks - PeopleFund provides the following benefits for employees:
Medical, dental, vision, and life insurance coverage.
PeopleFund pays up to 100% for employee only coverage Paid Time Off starting at 3 weeks per year and 12 paid holidays 401 (k) retirement plan with match and immediate vesting Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses Dependent Child Care Spending Account available to employees who qualify PeopleFund is a Hybrid Work Environment.
Estimated Salary: $20 to $28 per hour based on qualifications.
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