Revolutionizing the funeral industry means blazing new trails, creating new ideas, developing strong relationships, preserving legacies, and compassionately caring for Families. With over 200 locations across the country, Foundation Partners Group is continuing to expand our reach, but we only do this with exceptional team members ready to embrace the future of the funeral industry.
Our Team Members are vital to the health of our funeral homes, and we value the insight, ideas, and passion they bring every day to compassionately care for our Families. FPG is transforming the funeral industry one life, one family, and one community at a time. Join us as we revolutionize the funeral industry across the nation.
We currently have an opening for a Senior Financial Analyst to join our Support Center for Foundation Partners Group, LLC in Winter Park, FL. The Senior Financial Analyst is responsible for collecting, organizing, and evaluating information that facilitates decision-making for the organization. The position works closely with the Senior Manager of Operations Finance, CFO, and other team members on multi-disciplinary projects, including margin improvement efforts, operational effectiveness, and innovative growth opportunities. This individual will become a super-user of the organization’s analytics and forecasting systems and will be heavily involved in the financial planning process.

REQUIREMENT & QUALIFICATIONS:

• Bachelor’s degree in finance, accounting, economics, business, or a related field
• Minimum four years of experience in corporate finance, accounting or consulting, or other related positions
• Strong working knowledge of finance and accounting
• Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong verbal and written communication skills
• Must have a high sense of urgency, focus, and accountability
• Strategic thinking; conceptual and analytical
• Advanced ability to make decisions and recommendations based on financial and business analytics
• Experience with reporting and analyzing full P&L statements demonstrated analytical and critical thinking skills
• Experience with planning and reporting applications (e.g., Oracle PBCS, Oracle EPBCS, Essbase, Smart View, Hyperion, Anaplan, Adaptive Insights, Cognos, or Business Intelligence tools)
• Experience using PeopleSoft or other complex ERP systems
• Four or more years of work experience in a financial planning and forecasting or reporting and analysis role
• Experience supporting multiple business units
• Four or more years of experience using Microsoft Excel, including the ability to perform lookups, pivot tables, and nested if/then statements and sum/if formulas

• Develops a high proficiency level with the company’s ERP, analytics, and forecasting platform
• Assists in the preparation of the annual operating plan, interacting with each site and department throughout the organization
• Gathers, structures, analyzes, prepares, and summarizes information from internal systems and external sources (industry, governmental, and other third-party sources) in support of organic growth initiatives and acquisitions
• Develops a high proficiency level with the company’s ERP, analytics, and forecasting platform
• Assists in the preparation of the annual operating plan, interacting with each site and department throughout the organization
• Gathers, structures, analyzes, prepares, and summarizes information from internal systems and external sources (industry, governmental, and other third-party sources) in support of organic growth initiatives and acquisitions
• Analyzes related financial statements, operational metrics, and key performance indicators
• Prepares market share analysis and other competitive intelligence functions
• Prepares monthly, quarterly, and ad-hoc reports
• Supports business requirements for annual budgeting, periodic forecasting, routine, and ad-hoc reporting of key performance indicators
• Performs related duties as assigned by the senior manager of operations finance
• Maintains compliance with all company policies and procedures