Financial Planning Analyst II

Ursa Major is at a stage where establishing a continued market presence is advantageous to the growth of the company. The Financial Planning Analyst will support our CFO and Director of Finance in shepherding Ursa Majors short- and long-term financial strategy.

Ursa Major is seeking an experienced Financial Planning Analyst candidate with previous FP&A experience, who possesses a high level of critical thinking skills, a proactive work ethic, and excels in a fast-paced environment to join our growing Finance Team. The Financial Planning Analyst will be responsible for supporting the Director of Finance as it pertains to all financial modeling/analysis activities. These include but are not limited to, budgeting, forecasting, cost allocations, and analyzing other financial and operational metrics for Ursa Major. In addition, this individual will assist in preparing monthly reporting for the Ursa Major leadership team as well as quarterly and annual reporting for our shareholders. The Financial Planning Analyst will collaborate with various members of leadership to produce reliable, accurate, comparable, and timely information. This individual should be able to identify problems using analytical skills, generate collaborative solutions, and determine the best approach to implementing those solutions.

In addition to the above, Ursa Major’s Financial Planning Analyst will provide consultative support to our internal stakeholders by preparing analyses and models that allow them to make the right strategic decisions. In this role, you’ll collaborate with senior leaders to understand their business’ financial needs and aid in the annual planning process. In this role, you’ll be an integral part of the business landscape and a steward of Ursa Major’s success. This is a hybrid role located in Berthoud, Colorado.

Responsibilities:

• Partner with senior leadership and management teams to prepare financial analyses and models that assist in the evaluation of strategic business initiatives, capital investments, new & existing clients, and new products &services within Ursa Major’s business units.
• Provide real time cost-benefit analysis to quantify the impact on Ursa Major’s projected revenue, operating expenses, assets and cash flow, and to assist in the prioritization of investment spending.
• Conduct client and business segment profitability analysis using appropriate activity-based costing methods to allocate revenue and expenses.
• Develop pricing strategies and analyze profitability for current and future customers.
• Engage in and contribute to the annual financial planning process and on-going quarterly forecasts.
• Understand and validate the rationale for the multi-year financial forecast of revenue, operating expenses, assets and cash flow.
• Partner to explain variances to previously communicated forecasts; preparing and presenting quarterly finance review presentations to the senior leadership team of the business.
• Prepare and disseminate timely and accurate financial information to allow for efficient use and control over financial resources of a business unit, project, service, etc. that supports our CFO and Finance Department asks.
• Research and implement FP&A tools that help strategically scale the organization.
• Participate in special projects as needed and performs other duties as assigned.

Requirements:

• BS/BA in Accounting, Finance.
• 3+ years of professional work experience.
• A demonstrated ability to take initiative, work independently, and drive solutions.
• Advanced proficiency with Microsoft Excel and Word.
• Experience using Odoo or other ERP software preferred
• Strong problem solving and analytical skills.
• Communicate directly and effectively with all levels of management
• The sensitive nature of this position requires a high level of maturity, tact and diplomacy without sacrificing authentic and meaningful information.
• This is a hybrid role. Having the ability to work 2-3 days per week on-site in Berthoud, Colorado is required.

Desired Experience:

• Advanced degree is preferred; MBA is most desirable.
• Demonstrated interest or completion in professional certification (CPA, CPA, CFM, or CMA) preferred.

Colorado law requires us to tell you the base compensation range of this role, which is $78,000 - $97,000, determined by your education, experience, knowledge, skills, and abilities. What we can’t quantify for you are the exciting challenges, supportive team, and amazing culture we enjoy.

Classification: Full-time Exempt