Summary
This role is responsible for supporting financial planning, forecasting, and performance analysis activities through the application of analytical judgment and structured problem-solving. The role evaluates financial and operational data, develops insights, and supports informed decision-making by maintaining accurate models, reporting, and planning processes in alignment with established policies and procedures.
Essential Duties & Responsibilities
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Analyze financial and operational results to identify trends, variances, and performance drivers.
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Prepare recurring and ad hoc financial reports, dashboards, and summaries to provide visibility into performance.
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Support the interpretation of financial information by translating data into clear, actionable insights.
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Contribute to the standardization and continuous improvement of planning, forecasting, and reporting processes.
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Maintain documentation of methodologies, assumptions, and analytical approaches to support transparency and consistency.
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Develop and maintain financial models, assumptions, and scenario analyses to support planning and decision-making activities.
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Support scenario analysis and sensitivity assessments to evaluate potential business outcomes.
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Ensure accuracy, consistency, and documentation of planning and analysis outputs.
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Perform other duties and responsibilities as required to support business needs.
Job Level Competencies
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Extensive knowledge and application of principles, theories and concepts. Complete knowledge of all job functions and the broad industry best practices, techniques and standards.
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Develops solutions to complex problems where analysis of situations and/or data requires in-depth evaluation of variables. Determine the best approach to achieve results and provide suggestions to improve policies and procedures.
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Work is performed independently and requires the exercise of judgment and discretion. Exercises considerable latitude in determining objectives and approaches to assignments. Work may be reviewed at a high level.
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May represent the organization as primary contact on assignments and/or projects. Interacts with senior professionals and management and frequently coordinates work between departments or organizations.
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Actions may impact on the organization. Failure to accomplish work will result in the inability to reach crucial organizational goals. Erroneous decisions may have a prolonged effect resulting in the expenditure of substantial resources.
Qualifications
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Typical experience: 5+ years in related role or experience.
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Actual experience may vary depending on role complexity, geography, and internal development opportunities or a comparable mix of training, education, and experience.
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Ability to analyze financial and operational data and apply structured problem-solving approaches.
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Strong analytical and problem-solving skills with attention to detail and accuracy.
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Effective written and verbal communication skills to support collaboration and information sharing.
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Ability to manage multiple priorities within established processes and timelines.
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Working knowledge of financial analysis concepts, reporting structures, or planning workflows.
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Proficiency with spreadsheets, financial systems, and reporting tools.
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Ability to apply professional judgment within established analytical frameworks.
Preferred Qualifications
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Education: University degree preferred.
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Experience supporting budgeting, forecasting, or performance management activities.
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Familiarity with financial modeling, scenario analysis, or variance analysis techniques.
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Experience working with planning systems, dashboards, or financial reporting tools.
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Exposure to global or multi-entity financial environments.
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Relevant professional certification related to finance, analysis, or planning.
