Financial Planning Specialist

hace 4 semanas

San Francisco, Heredia, Costa Rica Moody'S A tiempo completo

The Financial Analyst role at Moody's is a key position in the Financial Planning and Analysis (FP&A) team. The successful candidate will be responsible for providing support throughout all phases of the financial planning and analysis processes, including participation in ad-hoc project work. This role requires the ability to conduct and process large amounts of financial data on a regular basis to create detailed reports based on observations and analysis results.

**Key Responsibilities:**

  • Support senior members of the team in the execution of financial planning and analysis processes, projects, and ad-hoc requests as required by the Finance organization.
  • Provide support on analytical, forecasting, month-end, and variance analysis reporting and ad-hoc projects based on business needs.
  • Collaborate to prepare monthly reports and variance analysis that will help identify key focus areas for management in a timely manner with moderate level of guidance from direct manager and/or senior team members.
  • Assist with the preparation of various business planning processes and tasks, including forecast, budget, and 5-year strategic plan.
  • Assist in inputting forecast and budget projections into Moody's financial reporting system with guidance from direct manager and/or senior team members.
  • Partner with other teams in Business Planning to foster good working relationships with the rest of the organization.
  • Assist in the development of new reporting solutions and identifying key focus areas for management with a moderate level of guidance from direct manager and/or senior team members.
  • Implement standard methodologies for enhancements to processes and reporting, including driving the standardization of activities across business planning to harness efficiencies.
  • Provide support for the development of financial models, including the use of macros with moderate level of guidance from direct manager and/or senior team members.

**Experience/Qualifications:**

  • Undergraduate degree or equivalent experience in Finance, Accounting, or Statistics or similar.
  • 1-3 years of relevant financial experience with planning and analysis processes is preferred.
  • Good verbal and written English skills.
  • Detail and data quality-oriented and able to summarize and communicate findings/analysis.
  • Knowledge in Microsoft Office (preferably Office 365).
  • Good analytical decision-making and problem-solving skills.
  • Knowledge of basic accounting concepts.

**Key Competencies:**

  • Desire to learn new skills and cover new challenges.
  • Good attention to detail and able to improve and complete recurring processes avoiding error.
  • Able to work both independently and as a member of a team by interacting and collaborating with members of other teams across the organization.
  • Ability to work under pressure and meet tight deadlines.
  • Applies knowledge and basic/intermediate problem-solving techniques to define and resolve problems.
  • Develop broad-based knowledge of financial instruments, terminology, and related business practices of the FP&A area.
  • Able to provide basic/intermediate support to the business planning processes and deliverables.

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