Coordinator, Planning & Analysis (Finance)

Job Description

Job Title: Coordinator, Planning & Analysis

Job Summary:

The Planning & Analysis Coordinator performs financial analyses (e.g., client level profitability, variance comments, trend analysis, financial statement accuracy, asset expenditures, etc.) across various products and sector groups. The candidate compiles and prepares reports, graphs, charts, and written financial summaries. This position performs general finance and accounting processes including researching, analyzing, creating, and processing monthly journal entries The Planning & Analysis Coordinator researches and interprets financial data to provide information to management.

Job Responsibilities:

• Audits areas of concern (e.g., unusual cost, high workers compensation claims, etc.) to ensure proper reporting occurs.
• Creates and maintains customer profitability reports to ensure proper charges are administered.
• Communicates with operators in each department to identify journal expenses.
• Creates and formats departmental cost statements for appropriate division management personnel.
• Reports on district profitability and revenue management to identify actual versus planned projections.
• Reviews financial aspects of capital expenditure proposals (i.e., Real Estate Facilities Committee) to ensure cost alternatives have been considered.
• Verifies production reports match the general ledger to ensure correct volume and hours are posted to proper accounts.
• Assists in developing and maintaining planning tools (e.g., Khalix, etc.) and templates to utilize in planning and forecasting.
• Assists in the collection of operating expenses from various support functions to contribute to financial planning.

Job Requirements:

• U.S. citizen or otherwise authorized to work in the U.S.
• Employer will not sponsor visas for position.
• Bachelors Degree - Accounting Preferred
• Bachelors Degree - Finance Preferred