Financial Planning & Analysis

Financial Planning & Analysis
Consolidated Utility District of Rutherford County Finance Department
 Murfreesboro, Tennessee
Job Description

Budgeting and Forecasting

FPA’s primary responsibility is to connect senior management’s long term “strategic plan” to reality. The strategic plan is a top-down, senior management driven document that sets high-level targets (revenue, net income, core strategic initiatives, etc.) for the District anywhere from 2-10 years in the future. FPA’s job is to develop the operating and financial plan required to achieve management’s strategic plan. As a key part of the forecasting process, FPA teams conduct variance analysis to show management how the budget and/or rolling forecast compares against actual performance.

Position Responsibilities:

  • Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures
  • Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
  • Oversee and manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling tools
  • Ad-Hoc Reporting and Analysis
  • Monthly Financial reports
  • Implement and work with a Business Intelligence Tool and Dashboard reports
  • Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs
  • Develop financial models and analyses to support strategic initiative
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
  • Supporting Senior Management Team and Department heads with in-depth analysis
  • Prepare presentations to Board of Directors and Senior Management Team

Qualifications:

  • Bachelor's Degree in Accounting or Finance; CPA, CFPO or equivalent or actively pursuing credential; MBA highly preferred
  • 5+ years of accounting or finance experience.
  • Strong leadership skills required.
  • Advanced Microsoft Excel and strong Word, PowerPoint skills.
  • Highest standards of accuracy and precision; highly organized.
  • Articulate with excellent verbal and written communication skills.
  • Ability to think creatively, highly driven, and self-motivated.
  • Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
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