Specialist, Financial Planning & Analysis

SHRM is a member-driven catalyst for creating better workplaces where people and businesses thrive together. As the trusted authority on all things work, SHRM is the foremost expert, researcher, advocate, and thought leader on issues and innovations impacting today’s evolving workplaces. With nearly 340,000 members in 180 countries, SHRM touches the lives of more than 362 million workers and their families globally.

Summary

The Specialist, Financial Planning & Analysis (FP&A) supports the organization's budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to provide insights that drive informed decision-making and support strategic objectives.

Responsibilities

• Support the annual budget, monthly forecast, and long-range planning processes.
• Prepare monthly variance analysis comparing actual results to budget, forecast, and prior year, and communicate key drivers, risks, and opportunities to management.
• Partner with department leaders to develop budgets and forecasts that reflect business trends, operational initiatives, and strategic priorities.
• Analyze spending trends, identify risks and opportunities, and provide actionable recommendations to management.
• Maintain and enhance financial models to support decision-making, forecasting, and strategic planning.
• Support the administration, reporting, and ongoing enhancement of Workday Adaptive Planning.
• Perform cost-benefit analyses, scenario modeling, and ad hoc financial analyses as needed.
• Assist with monthly close activities and coordinate with accounting on accruals, reclassifications, and financial reporting.
• Prepare financial reports, presentations, and support analyses for management and leadership meetings.
• Support special projects and perform other duties as assigned.

Education & Experience Requirements

Education

* Bachelor’s degree in Finance, Accounting, Business Administration, or related field preferred or rel...