Financial Planner & Analyst II

Status: Exempt

Reports To: Vice President of Finance

Location: Bozeman, MT - Local candidates only will be considered

Job Summary

The Financial Planner & Analyst II will serve the organization as part of the financial analyst team under the direction of the Vice President of Finance. They will ensure accuracy of source data, provide reporting, forecasting, and decision support for executive management, and analyze the data product for aberrations and trends that may impact the Wildfire Defense organization. In addition, they will serve as a point of contact for reporting requests from other departments, as prioritized by the Vice President of Finance.

Duties and Responsibilities

· Subject matter expert for organization’s E.R.P., budgeting process, financial processes, etc.

· Work with supervisor and FP&A team to provide timely and accurate financial reporting

· Create and update visual representations and summaries detailing company’s financial health

· Q.A./Q.C. work product of Finance Dept. and expense entries by non-accounting staff

· Interface with internal clients to provide exceptional quality support and data collection

· Enforce company policies, especially in regard to finance SOP’s

· Provide Accounting leadership and training as needed

· Other duties as assigned

Job Requirements

· Minimum Education – Bachelor’s degree in Business, Finance, Accounting, Statistics, or related

· Certifications – N/A

· Years of Experience – 3+ years related professional experience

Required Skills

· Familiarization with MS suite products and ability to learn new programs

· Ability to manage and summarize large data sets

· Basic understanding of financial statements and financial forecasting

· Ability to maintain confidential information

· Be able to prioritize and manage multiple tasks with little supervision

· Create and defend logical arguments in a peer environment

Preferred Skills

· CPA, MBA, or MS in Accounting, Finance, Statistics or Related

· 1-2 years’ experience in Financial Analytics

· Familiarization with excel functions such as pivot tables, lookups, and macros

· Base knowledge of PowerBI or other means to visually represent financial data

· Familiarization with Microsoft Dynamics Business Central ERP

Physical Requirements

· Prolonged periods sitting at a desk and working on a computer

· Must be able to lift 15-lbs.

· Work overtime as organizational needs require

This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts WDS rights to assign or reassign duties and responsibilities to this job at any time.

Wildfire Defense Systems, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.