Jobs › Companies › ORIX › Senior Associate, Financial Planning & Analysis

About this Senior Associate, Financial Planning & Analysis role at ORIX

ORIX · Onsite · Dallas, TX


Purpose and Job Summary

ORIX USA (“ORIX”) is seeking a Senior Analyst to support the development and execution of the annual budget, periodic forecasts, and long-range planning processes. This position will prepare financial analyses and management reporting, develop scenario models, support monthly executive and Board presentations, evaluate business performance, and partner with business leaders on cost management and other strategic initiatives.


Essential Duties & Responsibilities

  • Work closely with the business units and departments to facilitate financial forecast preparation
  • Assist with monthly forecast presentations and other executive presentation requests
  • Create and analyze monthly, quarterly, and annual variance and profitability analyses
  • Partnership with Accounting during the monthly close and reporting cycle
  • Develop integrated revenue/expense analyses, projections, reports, and presentations
  • Provide analytical support to assist with the development of financial plans and various scenario analyses
  • Perform ad/hoc financial modeling analysis using data to drive insights
  • Implement process and technology changes including process development, communication and training
  • Assist with special projects as needed, providing answers on a timely basis to a variety of financial questions

Contacts

This position has frequent contact with all levels of employees and management, and will be expected to professionally communicate internally, and potentially externally, with individuals at various levels of an organization.

 

Education, Skills, & Experience

·       Bachelor’s degree from accredited four-year university in finance, accounting, or related field required

·       Strong accounting/financial modeling and analytical skills supported by a high proficiency in Microsoft Excel, Word and PowerPoint

·       Strong verbal and written communication skills that support a collegial and collaborative working style

·       Ability to create and develop complex financial models including management of detailed assumptions

·       Ability to summarize detailed information at a level appropriate for executive communication

·       Flexibility and ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments simultaneously

·       Ability to learn quickly and demonstrated ability to work independently and as part of a high-performing team

·       Self-starter, executes with a sense of urgency and delivers high-quality results within compressed timelines

·       Enjoys a dynamic, changing environment

·       Creative problem solver

·       Strong financial acumen with a working knowledge of financial statements, financial metrics and KPIs

·       Basic understanding of accounting systems, principles, practices and procedures

·       Able to understand complex transactions and have a desire to learn new processes

·       Professional business image and excellent command of the English language, both verbally and in writing

·       Sound business judgment and decision-making abilities

                                                                                                                              

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

 

You Time

 

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

 

Family Care

 

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

 

Flexible Work Arrangements

 

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

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About ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and

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