Provides analysis and interpretation of financial and business data, ultimately resulting in independently developed assessments and recommendations. Analysis encompasses both tactical and strategic periods. Understands and anticipates the relationships among plan, budget, or estimate assumptions and data points. Assignments can often require the development of nonstandard, creative formats and/or analysis.
Use models, historical trends, and marketplace factors to estimate volumes, revenue, product cost, service cost, SG&A expense, development expense, headcount, inventory, capital, or other related financial data for tactical and strategic periods.
Demonstrate business knowledge and experience when developing assessments and recommendations, i.e., awareness of customers, competition, business unit strategy, spending rate trends, rate structures, conflicting assumptions, etc.
Develop budgets, forecasts, business plans, cost estimates, variance analysis or other related financial reports and analysis for local organizations, often responsible for consolidating similar reports for a larger unit/organization, i.e. summarize regional or business unit data.
Identify problems and performance exposures, providing in-depth yet concise analysis of cause and alternative solution approaches.
Keep organized records and maintain financial system data requirements, codes and tables for area of responsibility.
Assumes additional responsibilities as assigned.
Able to write clear concise, and informative reports and messages. accurately exchanges data with peers and coordinators.
Uses creativity and judgment to recognize problems and issues which are frequently beyond the scope of established procedures and practice. Provide recommendations to improve existing procedures and practices are generally implemented.
Works on special projects related to financial plans, budgets, and forecasts. is generally knowledgeable of a range of financial elements within the Income Statement and/or Balance Sheet. Responds to the project plans of team coordinators and field or division/group headquarters.
Has impact on tactical and strategic financial results within local area. Problem and issue resolution recommendations are frequently adopted. Able to lead efforts to identify ways to maximize revenue and/or minimize costs, expenses, or assets within area of responsibility.
Client Innovation Center (CIC)