• Financial Analyst (FP&A)

    Job Locations US-TX-Irving
    Posted Date 4 months ago(3/28/2018 7:00 PM)
    Job ID
    # of Openings
  • Overview

    YPO's Finance team is growing, and we augmenting our in-house expertise in forecasting as a result. In this Financial Analyst role, you will partner with the director to develop the annual financial planning and budgeting models, monthly departmental "true-ups" and reports. You will also have the opportunity to perform research and variance analysis in order to provide senior management with recommendations for use in setting and realizing objectives associated with our IT department and related areas.


    • Coordinating regular reporting and reconciliation of group performance and budget variances, and facilitating regular leadership reviews.
    • Using performance reporting to support monthly forecasting activities, with a particular focus on translating management/project reporting and variances into updated financial projections.
    • Ensuring latest projections of significant expense drivers (e.g., activities to address regulatory-related requests, compensation-related expenses and other related expenses) are reflected in monthly forecasts and performance projections.
    • Coordinating financial analytics with efficiency initiatives and facilitating the development of departmental performance and efficiency metrics.
    • Assisting the senior leadership team in driving value-added improvements across the organization.
    • Supporting annual budgeting process activities that include the following: establishing planning baselines; building staffing models; providing guidance on budgeting techniques; and supporting cost center managers on budget preparation, costing, etc.
    • Working with budgeting and financial analysis director on ad hoc financial analysis needed to support new initiatives.
    • Identifying planning improvement opportunities and coordinating their implementation across the Accounting, Finance and department teams.
    • Addressing the financially-focused segments of projects and initiatives to ensure consistency across financial forecasts, as well as coordination with YPO risk and profitability analysis.


    • 3+ years' experience in Financial Analysis, with specialization in forecasting and planning.  
    • Bachelor's degree in Finance, Accounting or related field.
    • User experience with packaged planning/forecasting software, such as BPC, Hyperion, TM1, etc.
    • Knowledge of IT financial capital and operating expense requirements is helpful.
    • Familiarity with Adaptive Insights' planning software is a plus.
    • Comfortable working with all levels of the organization, from project management teams to senior management/leadership.
    • Expertise in MS Excel (2016/365) and custom reporting.
    • Experience with Microsoft Dynamics SL (formerly Solomon) and/or FinancialForce is nice to have.
    • Familiarity with automated analytic metrics using self-service BI tools (e.g. Einstein Analytics, Tableau) is preferred.


    YPO is an Equal Opportunity Employer. YPO takes pride in supporting a diverse workforce and demonstrates this through its policies and practices. YPO does not discriminate in recruiting, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability or any other legally protected status.


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