Asset Management - Expense Planning and Analysis - Senior Associate
On-site · Plano, Texas, United States
Job Summary
Senior FP&A Asset Management role focusing on expense and headcount budgeting, forecasting, and analysis. Responsible for delivering insightful financial reporting, developing business cases, designing dashboards and reports, and providing strategic financial guidance to senior management. Must partner across Finance & Business Management, interact with FP&A Managers and line-of-business CFOs, lead month-end and annual budgeting processes, perform variance analysis, and drive process improvements including automation. Requires a Bachelor's in a related field, 4+ years of experience, and advanced Excel/PowerPoint with Anaplan proficiency; strong communication, integrity, and teamwork are essential.
Required Qualifications
- Bachelor’s degree in Accounting, Finance or a subject of a technical nature
- 4+ years of work experience
- Advanced skills in Excel, PowerPoint and Anaplan
- Strong verbal and written communication skills
- Integrity in handling highly sensitive and confidential information
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Desired Qualifications
- Experience in Financial Services is preferred
- Anaplan proficiency
- Strong analytical and problem-solving skills
- Advanced Excel and PowerPoint skills
- Ability to present concise conclusions to senior management
- Integrity in handling confidential information
- Team-oriented with strong communication skills
- Self-starter with time-management and prioritization abilities
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.