Senior Analyst, Financial Planning & Analysis
Ryan Plano, Texas, United States
Financial Services · 5,001-10,000 employees
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About the role
The Senior Analyst will analyze financial forecasts, annual budgets, and operating plan variances to support strategic decision-making. They will also prepare financial packages, presentations, and ad-hoc reports for senior management and practice leaders.
What they look for
Requirements
Candidates must hold a bachelor's degree in Accounting or Finance and possess 2–3 years of related experience in P&L analysis. Strong analytical skills, proficiency in Microsoft Office, and experience with accounting software are required.
Benefits
Full description
Why Ryan?
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
The Senior Analyst, Financial Planning & Analysis helps analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects. The Senior Analyst supports the Manager of FP&A and assists in providing financial consulting and strategic support, including routine analytical reviews of company financial and operational performance, preparation of financial packages and presentations, revenue and expense analyses, and other projects requested by the Manager of FP&A and/or senior management. The FP&A group acts as the analytical engine of the company to provide insights and support “optimal” business decision making.
Duties and responsibilities, as they align with Ryan Key Results
People:
- Create a positive team member experience.
- Provide accurate and timely financial recommendations to management for decision-making purposes
Client:
- Supports senior management, region leaders, and Practice Leaders with in-depth support and analyses as needed.
- Meets with practice leads to discuss monthly financials and assist with analysis that may affect financials
Values
- Analyzes current and past trends of key performance indicators, highlighting issues and causes of unexpected variances.
- Compiles monthly and/or quarterly financial reports.
- Assist in annual budgeting and quarterly forecasting processes
- Uses performance management tool to provide analysis and adhoc reporting to business partners
- Provide accurate and timely financial recommendations to management for decision-making purposes
- Preparation of analysis in support of board and shareholder presentations, monthly/quarterly senior leadership meetings and various strategic committees of the company
- Supports the continued development of budgeting, financial forecasting, operating plan, and modeling tools.
- Performs ad-hoc reporting and analysis.
- Use business intelligence tools and dashboard reports to develop insights and analysis
- Proactively looks to improve performance by evaluating processes to drive efficiencies and understand return on investment (ROI) in new acquisitions, practice areas, and international expansions.
- Develops financial models and analyses to support strategic initiatives.
Education and Experience:
Bachelor’s degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university. 2–3 years of related experience in P&L analysis with an understanding of accounting basics required.
- Proven strong analytical skills.
- Must be articulate with excellent verbal and written communication skills.
- Must be self-motivated and have the capacity to work with limited supervision.
- Must be able to think creatively, be highly driven, organized, and have the highest standards of accuracy and precision.
- Experience in an international professional services environment preferred.
Computer Skills:
To perform this job successfully, an individual must have advanced skills, in Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research. Experience using accounting software is required. Workday experience a plus.
Certificates and Licenses:
Valid driver's license required.
Certified Public Accountant (CPA) or Charted Financial Analyst candidate preferred.
Supervisory Responsibilities:
This role does not have direct reports.
Work Environment:
Standard indoor working environment.
Occasional long periods of sitting or standing while working.
Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
Independent travel requirement: none.
Equal Opportunity Employer/Females/Minorities/Veterans/Disability
