Job Description
Job Details
Description Position Purpose and Objectives Analyst will be responsible for supporting the budgeting and forecasting function across all of CUTX. This individual is accountable for financial processes, including Actual results, quality assurance, rolling Forecast, Budget, and Strategic Plan. In that remit, the FP&A analyst will be responsible for coordinating with all business and non-business stakeholders in the fulfillment of that business support and provide critical support of Oracle EPM System that CUTX is leveraging for Planning, Budgeting, Reporting and Profitability analysis.
Major Duties And Essential Functions - Overall delivery of insightful and value add commercial and financial planning and analysis support (Strategic Planning, Annual Budgeting, Forecast, actuals and reporting & analysis) for the P&L, Balance Sheet, Statement of Cash Flows and Enterprise KPI reporting.
- Defining, implementing, and leading the ongoing delivery of analytical financial processes including long term strategic planning to provide a clear insight and driving future long-term performance of the business.
- Leading the overall business plan by advising on financial implications of management decisions
- Using existing data and working with the business to drive key management information and key performance indicators and actions from them.
- Work closely with corporate and shared service accounting teams to support, challenge, and ensure actual financials align with planning assumptions and forecasts align with accounting principles.
- As a subject matter expert lead and contribute to a range of high value projects and the delivery of process simplification and standardization
- Supporting the Finance Manger to drive the process of annual budget and board review process.
Positions directly supervised: N/A
Specific Knowledge, Skills, And Abilities Required For This Position: - Highly experienced in working within FP&A functions.
- Expert understanding of the financial planning and analysis process and system/tools (Oracle EPM Cloud is preferred)
- Expert understanding of administering Oracle EPM platform (EPBCS, PCMCS, FCCS)
- Expert understanding of making necessary changes to model based on the evolving business need.
- Expert understanding of dimensions, data forms, hierarchies, business rules, and user security set up in Oracle EPM Cloud
- Appropriate finance experience within a finance function, working across multiple business divisions.
- Expert ability to influence and negotiate to achieve outcomes at the highest level of the organization.
Education And Experience: Bachelor's degree (B. A.) of Accounting or Finance from four-year college or university with a minimum of four years related experience and/or training. An extensive knowledge of the financial services industry is preferred. System conversion experience a plus. CFA, CPA, FRM a plus.
Physical Activities And Requirements Of This Position CATEGORY DESCRIPTION Finger Dexterity
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
Grasping
Using fingers and palm on an object.
Talking
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Repetitive Motions
Movements frequently and regularly required using the wrists, hands, and/or fingers.
Average Hearing
Able to hear average or normal conversations and receive ordinary information.
Average Visual Abilities
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
Sedentary Work
Sitting part of the time. Exerts up to 10 lbs. of force occasionally.
Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required.
Mental Activities And Requirements Of This Position Reasoning Ability: The ability to use common sense or logic.
CATEGORY DESCRIPTION Detailed
Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables.
Mathematical Ability: Basic
Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times.
Language Ability: The level of ability required to communicate and understand written and oral language.
Typical
Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public.
Compliance requirement The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position
Disclaimer The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description
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