Reporting to the Manager, Financial Planning & Analysis, the Financial Analyst will play a critical role in supporting the annual financial plan process, forecast process, and monthly reporting process, providing relevant data and metrics across the organization. The result of these efforts and related analysis is to enable optimal and informed decision making, risk mitigation, and to exploit opportunities, while raising the overall business acumen of the entire DWA enterprise.
The Financial Analyst will participate as a member of the Financial Planning & Analysis team, and is accountable for all analytics, driving financial views, and supporting the enterprise in similar pursuit.
Participate in the annual plan process, engaging the relevant BU’s to develop revenue and expense outlooks while leveraging planning software
Leverage Profit and Loss Statement (P&Ls), Balance Sheet, Cash Flow Statement, Capital Plan, Headcount, and related Capacity/Utilization (merging of financial and operational assumptions)
Support efforts in developing related presentations (internal & external)
Partner with Accounting in the month-end close process, and ensure planning software is aligned with the General Ledger (G/L)
Develop robust managerial financial statements and related presentations
Provide support in the creation of financial presentations for meetings with business unit leaders, to provide insights, trends, consult, and direction
Support continued evolution of reports, including Agency P&Ls, Business Unit P&Ls, and Client Gross Margin reports
Ensure Standard Operating Procedures are documented and maintained for all standard reports, while working to continuously improve reports and metrics as the business requires
Support a mid-year forecast process and cadence; P&L, Balance Sheet, Cash Flow Statement, Capital Plan, Headcount, and related utilization assumptions
Continue ongoing development of labor metrics to facilitate workforce planning
Develop and employ forward-looking models and activity-based analyses to provide financial insights and trends
Maintain/leverage planning tool
Support efforts to ensure data integrity in Budget Maestro
Employ Budget Maestro to leverage reporting capabilities and house plan and forecast scenarios
Includes connectivity with WMJ G/L and related ongoing implementation
Support Controller/Accounting to ensure plan/forecast and actuals are aligned
Support Operations in calibrating and bringing insights into capacity, utilization, and pricing
Support HR in execution of variable pay, merit, and promotion activities
Work across the organization, including upper management, to understand and accommodate needs
Act as financial liaison to assigned Business Units, with expectation to raise the collective financial acumen, contributing to the development of a “profitability culture”
Ad Hoc Analysis
Conduct capital assessment and tracking (ROI)
Continue efforts in support of developing and tracking KPIs
Ensure debt covenant compliance
Participate in analysis of business initiatives and/or new services
Lead “lease vs. buy” analysis
Education and Experience
BA in Finance/Accounting/Economics/Math required
Minimum 2 years in Finance/Accounting
Advanced Excel skills, financial systems experience and aptitude
Previous experience with financial forecasting, analytics, and modeling preferred
Tech-savvy mindset with strong ability to come up to speed quickly on finance and accounting systems
Demonstrated success partnering with Accounting and forming strategic partnerships across an organization
Behaviors and qualities of a professional and a lifelong commitment to professional development as demonstrated by a strong ability to manage time, work in a collaborative way, adapt to change, act in a professional manner, manage stress, and demonstrate a service orientation.
A commitment to conducting business according to the highest ethical standards as demonstrated by a excellent knowledge of industry legal compliance guidelines, organizational ethics, and demonstration of personal ethics and integrity.
Ability to communicate effectively as demonstrated by advanced level verbal skills, writing skills, presentation skills, and an excellent ability to influence and impact others through meaningful and persuasive delivery.
Vision and Innovation as displayed by a strong ability to think critically, think creatively, engage in visioning, and approach business opportunities in an enterprising way.