Specialist, Financial Planning & Analysis

1800 Duke St, Alexandria, VA 22314, USA

Req #606

Thursday, April 27, 2023

SHRM creates better workplaces where employers and employees thrive together. As the voice of all things works, workers, and the workplace, SHRM is the foremost expert, convener, and thought leader on issues impacting today’s evolving workplaces. With nearly 325,000 members in 165 countries, SHRM impacts the lives of more than 235 million workers and families globally.

SUMMARY

The Specialist, Financial Planning & Analysis plays a critical role in SHRM’s overall strategy by ensuring that SHRM’s business units meet financial and operational targets, achieve revenue growth, and using data to highlight opportunities for improvement and/or cost saving. This high-paced position works collaboratively with key budget owners and budget liaisons, supporting budget development, financial and performance reporting for multiple departments within the organization. The Financial Planning & Analysis specialist also performs multiple monthly closing activities and works closely with the Accounting department on all matters pertaining to Finance & Accounting.

Responsibilities:

• Prepare and maintain key performance indicators (KPI) reports and operational dashboards for products and services across the entire organization.

• Provide close support for the design, development, implementation and management of the annual budget, and its monthly rolling forecast activities by collaborating closely with budget liaisons and product owners

• Generate monthly budget variance reports, researches and reviews budget discrepancies and financial statements’ errors with product owners, and records corrective journal entries for adjustment in SHRM’s financial system (NetSuite).

• Create and analyze reports (i.e., NetSuite saved searches) to answer questions, identify issues, and develop short and long-term solutions in support of the organization’s operational and growth strategies.

• Perform month-end closing procedures and maintains accurate financial statements for the Division and its departments by accruing expenses in the months they incur, and revenues in the months they are earned.

• Process vendor invoices, and purchase orders (P.O.).

• Work autonomously to ensure Financial Statements, KPI and other reports are presented free of error and in a timely manner.

• Train budget owners and staff on the budget/rolling forecast process.

• Other duties and projects as assigned.

Education & Experience Requirements

Education

Required

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; or equivalent relevant experience

Preferred

• MBA or other advanced business degree.

Experience

Required

· Three or more years of professional experience in a finance or business operations related role.

· Demonstrated experience in budget creation, report generation, accounts reconciliation, financial and operational analytics.

· Familiarity and comfort with the Accounting Cycle.

Certifications

• N/A

Knowledge, Skills & Abilities

• Ability to work autonomously, meet deadlines and perform in a high speed environment.

• Excellent presentation, decision-making and problem-solving skills.

• Excellent interpersonal, verbal, and written communication skills.

• Strong analytical and organizational skills with very good attention to detail.

• Thorough knowledge of accounting principles and practices.

• Comprehensive knowledge and understanding of accounts reconciliation process, and revenue and payment reconciliation activities.

• Advanced Accounting and Finance software.

• Advanced Microsoft Office software applications skills—MS Word, Excel, Access, PowerPoint.

• Experience with data reporting and visualization software, such as Tableau.

• Ability to work collaboratively, communicate effectively and build consensus across teams and various levels of management.

Preferred

• Experience with financial software including NetSuite, Salesforce, Adaptive Planning and NetSuite Planning & Budgeting.

Additional Notes

Physical Requirements

• Must be able to perform essential duties satisfactorily with reasonable accommodations.

• Work is generally done sitting, talking, hearing, and typing. Visual acuity to use a keyboard, prepare and analyze data and figures; transcribing, viewing a computer terminal; extensive reading.

Work Environment

• Work is regularly performed in a professional office environment and routinely uses standard office equipment.

• Travel Required: Occasional 0-10%

Our employment practices are in accordance with the laws that prohibit discrimination against qualified individuals on the basis of race, religion, color, gender, age, national origin, physical or mental disability, genetic information, veteran’s status, marital status, gender identity and expression, sexual orientation, or any other status protected by applicable law.

SHRM is an equal opportunity employer (Minority/Female/Disabled/Veteran).

We do not sponsor applicants for work visas.

Other details

• Job Family Finance

• Job Function Business Development & Support Functions

• Pay Type Salary

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• 1800 Duke St, Alexandria, VA 22314, USA