Analyst, Strategic Finance & Planning

Summary

The Analyst will be a key member of the Finance team and collaborate across multiple business segments while reporting directly to the Manager, Strategic Finance & Planning. In this role, the candidate will lead real-time financial performance monitoring and develop a reporting toolkit to assess performance of the current business and assist with opportunities to improve operating and financial results. The position will assist and, in some areas, lead in the financial planning, annual budgeting, and forecasting responsibilities of the Finance team supported by variance analysis reports, financial and other strategic models. The Analyst will also be responsible for supporting the evaluation of organic and external M&A growth opportunities, to include leading the internal due diligence team through execution (e.g., managing data rooms, organizing internal stakeholders and external consultants, integration of new assets and reporting post-implementation). The team has made a significant investment in AI-driven workflows and tooling, and the ideal candidate will bring hands-on experience leveraging AI to enhance reporting, automate routine processes, and drive analytical efficiency.

Candidate will have the ability to work on numerous new projects, taking them from ideation through execution. They will have exposure to the CFO, CEO, Chief Commercial Officer, EVP of Business Development, as well as business unit leaders. This is a role with direct working experience across multiple areas within SPS with significant longer-term growth potential.

This will be a very hands-on and analytical role requiring cross-functional collaboration. The ideal candidate will have strong skills in rigorous problem-solving, including data analysis. They will be a great communicator, highly resourceful, and possess the ability to work comfortably inside an entrepreneurial environment that is very results oriented.

Essential Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities as management may deem necessary from time to time.

• Work directly with the Manager, Strategic Finance & Planning, CFO and other executives to execute key business priorities.
• Input into the monthly accounting close process, to include serving as a liaison between accounting and operations teams, budget vs. actuals analysis, as well as full P&L and MD&A reporting to senior leadership
• Coordinate the annual budgeting process and collaborate with internal SPS business unit leaders on key business driving inputs with review and approval by executive team
• Manage and continuously improve financial reporting while driving critical insights from operational data sets.
• Develop and monitor KPIs with internal business partners to identify key trends and conduct root-cause analyses.
• Developing financial models for scenario planning.
• Assist with leading the evaluation of M&A targets, including strategic due diligence, key milestone tracking and internal deal team communication.
• Support team with cash flow modeling and forecasting.
• Assist in building robust reporting packages to senior leadership and preparing presentations.
• Facilitate effective decision-making through development of business cases for transformative growth opportunities.
• Develop thorough understanding of SPS businesses (including value proposition of SPS to customers and other relevant market stakeholders) and learn how data flows through the business and impacts operational and financial results.
• Follow company policies and procedures in the course of all daily work activities while maintaining the confidentiality of information processed and/or exposed to.
• Leverage AI tools to drive workflow automation, enhance financial reporting, and improve analytical systems; identify and implement opportunities where AI can increase team efficiency and reporting quality.
• Perform other duties and responsibilities as requested or required.

Qualifications

Requires a bachelor's degree in Finance, Business, Economics or related field and 2 -3 years of related experience, such as corporate finance, investment banking, FP&A, public accounting/audit or management consulting.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 2-3 years of experience working in corporate finance, banking, FP&A, or an analytically intensive field (e.g. management consulting, private equity, corporate strategy, public accounting).
• Strong Excel (complex formulas, model building, pivot tables, etc.) and PowerPoint skills, including data analysis.
• Experience with BI reporting, databases (dimensional and relational), and use of query a