SUMMARY

 

As the Financial Planning, Reporting & Analysis Lead, you will play a crucial role in collaborating closely with the Chief Finanical Officer to provide strategic and tactical leadership to the financial planning, reporting and analysis activities of Wallis Companies (with nearly $2 billion in annual revenues) and its six operating and five shared services divisions. This role will oversee the development of budgets, forecasts, financial statements, KPI’s, supporting analysis and dashboards. You will also advise on the Balanced Scorecard, long-term business plans and capital investments. You will timely monitor financial performance by measuring and analyzing results, variances and initiating corrective actions, as necessary. You will also assist in the preparation of annual, quarterly and monthly financial reports for our shareowners, board of directors, division directors, auditors, tax advisors, banks and insurance brokers & carriers. Finally, this position will also be assigned special projects including capital investment evaluations and lookbacks, acquisition due diligence and integration, etc.

 

This role offers a hybrid work environment, allowing you to balance remote work with on-site collaboration at our Cuba office.

 

RESPONSIBILITIES BY COMPETENCY: (*denotes an essential function of the position)

 

Business Results Orientation

• *Build relationships and collaborate with business stakeholders to gather report requirements, provide status updates, and deliver tools to meet their needs
• *Translate business requirements into technical specifications for report development, critical metrics and KPI’s.
• Create best practice reports and dashboards based on data mining and analysis.
• *Analyze large datasets and financial information to identify trends, patterns, and anomalies.
• *Ensure data and report accuracy and reliability by validating, reviewing and cleansing, as needed.
• Ability to work independently and manage multiple projects simultaneously.

Communication

• Advanced communication skills with the ability to convey financial results and concepts to non-financial stakeholders and make recommendations for corrective actions and value creation opportunities.

 

Technical Expertise

• *Design, develop, and optimize queries for extracting data from databases and displaying visually.
• *Create and maintain custom reports and dashboards using existing or new software reporting tools.
• Support end-users by providing training and assistance on report usage.

SUPERVISORY RESPONSIBILITIES

• 1-2 direct reports in the near-term with high likelihood to expand with demonstrated leadership.

 

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. (*denotes an essential qualification of the position)

 

Education:                                           *Masters’s degree in Accounting, or Finance. MBA preferred.

                                                                 

Experience:                                         *Senior finance professional with 10-15 years’ experience in a variety of finance leadership positions.

 

Language Skills:                                *Ability to read, write, speak, and understand English in a manner that is

sufficient for effective communication with groups of managers, clients,

customers and the general public.

 

 

(may be representative but not all-inclusive of those commonly associated with the position)

Skills and Abilities:                           Diversified duties involving an intensive knowledge of a specialty field and the use of a wide range of procedures.  *Requires the use of judgment in the analysis of facts and circumstances surrounding individual problems and transactions and in the determination of actions to be taken within the limits of standard or accepted practice.

 

Technology, Tools,

And Equipment:                                *Computer, *Microsoft Office, * Advanced Excel User. Previous experience with PDI, Prophix, Tableau, Power BI and SQL is preferred.

                                                               

Certificates, Licenses

and/or Registrations:                        CPA and/or CMA.

 

PHYSICAL DEMANDS

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Amount of Time	None	Under 1/3	1/3 To 2/3	Over 2/3	Amount of Time	None	Under 1/3	1/3 To 2/3	Over 2/3
See:  Must be able to read computer screen and reports.				X	Lifting
Stand/Walk: Occasional visits to other locations in the building.			X		Up to 10 pounds:				X
Sit: Must be able to perform work at desk, computer, filing, etc.				X	Up to 25 pounds			X
Touch/Grasp/Feel: Must be able to input electronic data, manipulate paper, use phone system				X	Up to 50 pounds	X
Climb or balance:		X			Up to 100 pounds	X
Stoop, kneel or crawl:		X			Over 100 pounds	X
Talk or hear: Must be able to communicate in person and on telephone system				X
Working conditions: Office atmosphere				X

 

Disclaimer:

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position.  Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws.  Wallis Companies reserves the right to make changes to job descriptions as needed with or without notice to affected employees.  Certain job functions described herein may be subject to possible modification in accordance with applicable state and federal laws.  This job description does not establish a contract for employment.  

 

 

 

INDAFP