Thursday, June 30, 2016

Financial Forecasting & Planning Analyst, Agility - Irvine

Financial Forecasting and Planning Analyst, Agility Global Integrated Logistics - Irvine, CA

Position: Financial Forecasting and Planning Analyst
Location: Irvine, CA
Reporting to: Controller / Assistant Controller
FLSA Classification: Exempt, 40 hours per week
Pay Scale: $65,000 - $80,000, depending on education and experience
Experience: 3-6 years

SUMMARY
This individual is responsible for timely and accurate preparation and review of financial budgets, forecasts and analytical reviews for US operations. This person will play an integral role in the development, maintenance and enhancement of the Company’s financial planning and reporting systems.  This individual will have the opportunity to interact with various functional areas of the organization, including US branch, regional and corporate personnel.  

ESSENTIAL DUTIES AND RESPONSIBILITIES 
  • Responsible for monthly financial performance analysis for US operations.  Includes review and analysis of US branch financial performance as well as US support functions. Acts as key liaison with branch financial personnel regarding monthly expense trends and variances. Assists general accounting with establishing expense accruals for branches as required.
  • Compile and provide analysis for indirect department budgets & forecasts. Consolidate branch budgets & forecasts and provide analytical reviews for US management.
  • Assist in the development, maintenance and enhancement of financial budgeting and forecasting systems and modeling tools to ensure complete and efficient compliance with Corporate, Regional and US requirements.
  • Develop and distribute product line reports, including analysis of variances to Plan & Forecast, and ensure compliance with Corporate guidelines.
  • Monitor and analyze current and past trends in key performance indicators as a basis for evaluating revenue, cost of sales, operating expenses, capital expenditures and labor productivity.
  • Build and maintain financial reports from Oracle and HFM reporting system as requested by USA management.
  • Assist with preparation of periodic management and board review materials.
  • Assist with overhead expense and CapEx procurement and tracking activities including optimization opportunities.
  • Track, report and analyze monthly USA headcount and variances to Plan and Forecast.
QUALIFICATIONS 
  • Bachelor's Degree in Accounting or Finance; Masters Preferred but not necessary
  • 3-6+ years of experience of relevant experience.
  • Strong financial modeling and analytical skills.
  • Intermediate to advanced Excel skills are required.
  • Must be detail oriented.
  • Working knowledge of Oracle, Hyperion, or similar financial reporting and planning software.
*** Qualified applicants (internal and external) must currently possess legal authorization to work in the United States

DESIRED ATTRIBUTES 
  • Sensitivity to multiple cultures.  This is a multi-national company with 500+ offices in 100+ countries 
  • Ability to visualize, articulate and solve complex problems and concepts, and make sensible decisions based on available information. Such skills include demonstration of the ability to apply logical thinking to gathering and analyzing information, designing and testing solutions to problems, and formulating plans.
  • Highest standards of accuracy and precision; highly organized with attention to detail.
  • Articulate with excellent verbal and written communication skills.
  • Ability to think creatively, highly-driven and self-motivated.
  • Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
LANGUAGE SKILLS
English is the principal language for this position. This position requires excellent written and verbal communication skills and the ability to communicate effectively in a diverse multicultural environment.


COMPUTER SKILLS
Proficiency in the use of Microsoft Office, Excel, PowerPoint, and other technical software is required.

PHYSICAL DEMANDS
While performing the duties of this job, the employee is frequently required to sit. The employee is occasionally required to walk and use hand and eye coordination. Specific vision abilities required by this job include close vision, depth perception, and the ability to adjust focus.

WORK HOURS AND ENVIRONMENT
Normal working hours for this position are Monday – Friday from 8:30 AM to 5:30 PM, however, working beyond these hours will often be required by business needs.

STATEMENT OF NON-INCLUSIVITY:
This job description is not to be construed as a complete listing of the duties and responsibilities that may be given to any employee. The duties and responsibilities outlined in this position may be added to or changed when deemed appropriate and necessary by the person who is managerially responsible for this position.

Applicants can email Tyler Denstad, Recruiting Coordinator, directly at tdenstad@agility.com or his assistant Jasmine at jbella@agility.com

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