Sr. Specialist, Financial Planning & Analysis

1800 Duke St, Alexandria, VA 22314, USA

Req #693

Thursday, November 2, 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.

The Senior Specialist, Financial Planning & Analysis (FP&A) works closely with the FP&A Director in supporting the financial planning activities of the organization including budget, month end and variance analysis processes. The Senior Specialist, FP&A will support SHRM’s leadership as well as other business partners by providing first class financial management and analysis services such as but not limited to, operating financial planning models, key performance indicators (KPIs), and Margin reports.

Responsibilities:

• Manage and maintain department budgets, rolling forecasts, and cost-benefit analysis that aligns with the business’s strategic objectives.

• Partner with business owners to consistently ensure projections are updated for business trends.

• Manage and enhance the implementation and utilization of Workday Adaptive Planning to streamline budgeting, planning, forecasting and variance analysis processes.

• Assist the Director, FP&A in the development of the yearly budget in accordance with the timelines set by the CFO & the Board.

• Assist the Director, FP&A in completing the comparative Margin report by adding the budget, and prior years comparison.

• Prepare journal entries, re-classes, and other necessary duties in connection with the monthly closing process.

· Other duties and projects as assigned.

Education & Experience Requirements

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

• A minimum of five (5) years of professional experience in Finance/Accounting or business operations related role

• Demonstrated experience in budget creation, report generation, financial and operations analytics.

• For-profit or association experience preferred.

Certifications

· n/a

Knowledge, Skills & Abilities

• Excellent analytical aptitude with a proven ability to analyze/interpret data, including financial statements.

• Strong ability to multi-task and adhere to tight deadlines.

• Proven expertise in utilizing Workday Adaptive Planning for budgeting, forecasting and financial modeling.

• Excellent decision-making, problem-solving, interpersonal, verbal, presentation, and written communication skills.

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

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

• Commitment to high standards, customer service, integrity, and ethics.

• Self-motivated, with a sense of autonomy, initiative, and responsibility.

• Experience with financial software NetSuite preferred.

Additional Notes

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

• Work is regularly performed in a combination of office and conference settings and routinely uses standard office equipment.

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