Expert Analyst, Financial Planning & Analysis

Why you’ll love it here!

+ Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance

+ 401k
+ Community Service Day

+ Spotlight Awards

+ National Sales Excellence Awards

+ CFSP Prep Certification Program

POSITION SUMMARY:

• The Expert Analyst, Financial Planning & Analysis reports to the Corporate VP, FP&A
• Located in Mansfield, MA
• Full-Time
• Hybrid

The Expert Analyst in Financial Planning & Analysis plays a pivotal role in shaping the financial strategy of TriMark. This position involves an advanced level of financial planning, analysis, and strategic insight provision. Leveraging a wealth of experience, the Expert Analyst contributes significantly to executive decision-making, ensuring the organization's financial success.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Strategic Financial Planning Mastery:

• Lead the development and execution of highly sophisticated financial plans aligned with organizational objectives.
• Drive advanced financial modeling to provide strategic insights for key decision-makers.

Complex Financial Analysis and Forecasting:

• Conduct intricate financial analyses, including advanced variance analysis, scenario modeling, and trend tracking.
• Lead the budgeting and forecasting processes, ensuring accuracy and strategic alignment.

Executive Stakeholder Collaboration:

• Collaborate seamlessly with executive leadership and key stakeholders to analyze complex financial data, explain variances, and provide expert insights.
• Elevate the development of Annual Budget and monthly forecasts to an expert level.

Advanced Process Optimization and Innovation:

• Identify, develop, and implement advanced process improvements, setting the standard for efficiency and effectiveness in financial planning and analysis.
• Pioneer innovative approaches to financial modeling and reporting.

Strategic Risk Management and Opportunity Maximization:

• Proactively identify and mitigate complex risks while maximizing strategic opportunities related to financial targets.
• Implement advanced strategic initiatives to optimize financial outcomes.

Sophisticated Ad-Hoc Analyses and Project Leadership:

• Conduct sophisticated ad-hoc financial analyses, providing critical insights for strategic initiatives and projects.
• Lead financial aspects of key projects, ensuring excellence in project outcomes.

COMPETENCIES:

• Demonstrates an expert level of mastery in financial modeling and analysis.
• Leads with an expert-level strategic vision, significantly influencing organizational financial direction.
• Communicates complex financial insights effectively to executive leadership and stakeholders.
• Manages relationships with executive stakeholders at an expert level.
• Collaborates seamlessly with cross-functional teams at an expert level, demonstrating leadership and expertise.
• Drives innovation in financial processes and excels in managing change effectively at an expert level.

QUALIFICATIONS & EXPERIENCE:

• 8 – 12 years of progressive experience in financial planning & analysis with a focus on expert-level financial modeling, or equivalent Military or practical experience.
• Proven track record of providing expert financial insights to drive strategic decision-making.
• Advanced proficiency in Microsoft Excel and expertise with data analytics tools (e.g., Tableau/PowerBI).
• Proficiency in Microsoft Word and PowerPoint.
• Demonstrates exceptional analytical, strategic, and leadership skills.
• Ability to successfully pass a background check post offer acceptance.

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