Senior Forecast, Planning & Analysis Analyst

Senior Forecast, Planning & Analysis Analyst

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$80,000.00/yr - $/yr

The Sr. Forecast, Planning & Analysis Analyst is responsible for forecasting, management reporting, and business unit financial analysis in partnership with the Forecast, Planning and Analysis Manager. In this role, the Sr. Forecast, Planning & Analysis Analyst designs, develops, and produces financial forecasts and analysis and ensures the integrity of the data to help our businesses and their leaders make informed decisions and drive performance, as well as assist in cross‑functional activities.

They also are responsible for collecting, processing, and analyzing financial information utilized by stakeholders to design and implement business strategy. This position is located in Independence, OH.

• Gain a strong understanding of MAI financials and metrics and drivers of revenue and profitability by market, client, product/service, etc.
• Develop accurate and credible financial forecasts that are actionable and support business strategy.
• Prepare budgets and forecasts, variance analyses, long‑term planning, risk/opportunity assessments, and periodic/ad‑hoc reporting.
• Proactively identify and escalates risk/opportunities to plan; assists business unit and regional leaders in identifying tactics to close plan gaps or realize opportunities, aligned to critical business drivers/measures.
• Interface with business executives to develop understanding of and offer solutions for critical business issues and can be viewed as a trusted business partner.
• Develop and revise revenue and profit‑based financial/economic forecast models to drive effective short‑term and long‑term decisions as needed.
• Analyze records of past and present operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
• Evaluate and analyze relationship manager related data, including client segmentation and profitability, profile of new and existing customers, pipeline activity and conversion.
• Develop business cases for strategic investments (i.e., new strategic partnerships or adds to staff); track performance vs value attainment targets.
• Monitor financial status by tracking actual results against plans and forecasts; identify trends.
• Assemble and summarize data for executive level review, prepare reports, present data‑driven analysis and recommendations; ensure data accuracy and integrity.
• Provide monthly/quarterly reporting analyzing financial results and performance to plan.
• Clearly communicate conclusions, analytical findings, and value‑added information to internal stakeholders.
• Participate in studies, analyses, and recommendations, including budgets, forecasts, financial plans, regulatory requirements, statistical reports, and business forecasts.
• Identify opportunities to improve internal team processes.
• Stay abreast of industry trends and assist in developing meaningful benchmarking analysis.
• Participate in special projects and studies, and other ad‑hoc analyses as requested.

• Bachelor’s degree in finance, Accounting, Economics, or related field.
• 4 – 6 years analytical experience in a Finance or related business role;
  Financial Services industry experience a plus.
• 3+ years’ experience working with financial management, enterprise resource planning, and reporting systems and tools (Hyperion, Essbase, SAP, Microsoft Dynamics, Net Suite, etc.).
• 3+ years’ experience in budget preparation and administration; strong financial and/or accounting acumen.
• Strong analytical and problem‑solving skills; proficient in financial modeling and statistical analysis.
• Knowledge of complex and diverse financial policies, practices, and procedures, including GAAP.
• Experience preparing executive and board level presentations.
• Proficient with Microsoft Office suite, including Excel, Outlook, Word, Adobe, PowerPoint, Access (or similar database application).
• MBA, CPA, or CFA a plus.

• Thrives in a fast‑paced and dynamic…