Lead, Business Planning & Analysis

Living Our Values All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live. Why Join Us Career Growth: Advance your career with opportunities for leadership and personal development. Culture of Excellence: Be part of a supportive team that values your input and encourages innovation. Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs. Total Rewards Our Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. A Day In The Life The Lead, Business Planning & Analysis, under the leadership of the Senior Manager, Business Planning & Analysis will work in conjunction with operational areas of GST to identify and report out on the right operational and financial information to assist the business unit leaders in making better business decisions in a timely manner. The Lead will be responsible for understanding the operational areas it supports, assisting with identifying what data and reporting is needed for decision support, ensuring that key performance indicators are identified and monitored, and ensuring financial analysis related to business decisions is prepared correctly and timely to assist business decision makers. Additionally, the Lead, Business Planning & Analysis, will identify opportunities and/or make recommendations with support from the Senior Manager, Business Planning & Analysis, to drive process improvements/efficiencies that will improve overall business unit profitability and/or cost effectiveness. Responsibilities Develop accurate and timely reporting, analyses, and forecasting of the company’s financial results for the operational areas and at the corporate level. Understand operational areas and processes to assist with planning and reporting of initiatives and financial results. Develop mechanisms and analysis of investment decisions and their operational and financial impacts. Investigate material variances between budget and actual performance, re-forecast results and recommend a course of action to mitigate future variances and financial risk. Facilitate the annual business plan and monthly close processes for your assigned areas. Understand and promote fixed vs. variable cost reporting and analyses. Prepare and analyze monthly financial reporting and variance analyses, ensuring accuracy, clarity and relevance. Assist internal stakeholders to define operational and financial key performance indicators; Lead will monitor and accurately report on the key performance indicators monthly. Lead diagnostic analyses to identify cost, margin, and process improvement opportunities. Assist with improvement projects in the operational areas you support. Identify, quantify, and communicate the financial impact of improvement initiatives, strategic investments, and operational changes. Collaborate with internal stakeholders and GST IT to understand reporting and analytical needs and develop effective reporting and insight solutions that assist leadership in making key business decisions. What We Need From You Bachelor’s Degree (required). 4–6 years of experience in the field or a related area, or an equivalent combination of education and experience. Experience with SAP, Onestream, Tableau, Power BI applications – preferred. Advanced Microsoft Office skills, including Excel modeling. Strong personal code of ethics, including maintaining confidentiality. High level of curiosity – ability and drive to determine why something happened and how we can adjust in the future. Confident, positive attitude, accountable, sets, and meets high expectations. Strong interpersonal skills with the ability to build effective working relationships with managers and directors, escalating complex or sensitive matters to the Senior Manager as appropriate. Act as a change agent by challenging traditional thinking and introducing innovative approaches to financial analysis, cost management, and decision support. Provide data-driven insights that support discussions with Senior Management. Strong analytical and problem-solving skills. Demonstrated ability to support project planning, tracking, and execution. Able to communicate effectively, orally and written, across all levels of the organization. Effectively translate financial and operational data concepts to a non-financial or technical audience. Certified Public Accountant (CPA) – preferred. Process Improvement: Systemically introducing enhancements and optimizations within a business process to improve performance, reach best practice standards, increase quality, or amplify user experience. Advanced proficiency required. Analytical Skills: Gather, organize, research, and review information to draw conclusions and solve complex problems. Advanced proficiency required. Accountability: Assume responsibility for one's actions, ownership of mistakes, and commitment to improvement. Advanced proficiency required. Critical Thinking: Conceptualize, evaluate, analyze, synthesize and apply information gathered from observation, experience, reflection, and reasoning. Advanced proficiency required. Collaboration: Work with two or more people, entities or organizations to complete a task or achieve a goal. Advanced proficiency required. Physical and Environmental Requirements The physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds. Travel Requirements 20% Join Us The Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at View email address on click.appcast.io. We celebrate diversity and are committed to creating an inclusive environment for all associates. We are seeking candidates legally authorized to work in the United States, without Sponsorship. #J-18808-Ljbffr Gulf States Financial Services, Inc.