Financial Planning Analyst

Overview

AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal fulfillment. AARP also works for individuals in the marketplace by sparking new solutions and allowing carefully chosen, high-quality products and services to carry the AARP name.

As a trusted source for news and information, AARP produces the nation's largest-circulation publications, AARP The Magazine and the AARP Bulletin.

Financial Planning and Analysis (FP&A) is responsible for developing AARP's annual budget, three periodic financial forecasts, and multi-year financial plan. The team partners closely with the Enterprise Strategy Group to ensure financial resources are available and aligned with the strategic priorities as approved by AARP leadership and the Board. FP&A also provides an array of financial analytical services to AARP business groups, leadership and the Board.

The Financial Planning Analyst role supports the generation of financial forecasts, revenues, expenses, and other aspects of the business. Analyzes financial data and interprets financial statements to identify trends, patterns, and potential risks. Supports and partners with management in a variety of ways, including developing analyses and reports for use in decision-making. Collaborates with management to identify opportunities to streamline finance processes and to develop new procedures that support the overall organization.

Responsibilities

• Analyzes financial data and makes recommendations based on the analysis.
• Provides financial budgeting support for a business unit or department and analyzes budgets with insight into business changes.
• With guidance from manager and/or senior financial analysts, compiles and reviews departmental budgets, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
• Communicates complex financial information to both financial and non-financial stakeholders, via excellent written and verbal communication skills; creates and presents clear and concise reports and presentations.
• With guidance from manager and other financial leadership, provides regular day-to-day financial analysis for clients, including internal and external stakeholders.
• Leverages state of the art financial software suite to continuously improve and automate financial reporting and analysis capabilities, including data visualization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• 0-2 years of experience in financial analysis, accounting, FP&A, or a similar area
• Comfortable working with Microsoft Office tools, especially Excel and PowerPoint
• AARP will not sponsor an employment visa for this position at this time.
• Additional Requirements
• Regular and reliable job attendance
• Effective verbal and written communication skills
• Exhibit respect and understanding of others to maintain professional relationships
• Independent judgement in evaluation options to make sound decisions
• In office/open office environment with the ability to work effectively surrounded by moderate noise
• Hybrid Work Environment
• AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.

Responsibilities

• Analyzes financial data and makes recommendations based on the analysis.
• Provides financial budgeting support for a business unit or department and analyzes budgets with insight into business changes.
• With guidance from manager and/or senior financial analysts, compiles and reviews departmental budgets, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
• Communicates complex financial information to both financial and non-financial stakeholders, via excellent written and verbal communication skills; creates and presents clear and concise reports and presentations.
• With guidance from manager and other financial leadership, provides regular day-to-day financial analysis for clients, including internal and external stakeholders.
• Leverages state of the art financial software suite to continuously improve and automate financial reporting and analysis capabilities, including data visualization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• 0-2 years of experience in financial analysis, accounting, FP&A, or a similar area
• Comfortable working with Microsoft Office tools, especially Excel and PowerPoint
• AARP will not sponsor an employment visa for this position at this time.
• Additional Requirements
• Regular and reliable job attendance
• Effective verbal and written communication skills
• Exhibit respect and understanding of others to maintain professional relationships
• Independent judgement in evaluation options to make sound decisions
• In office/open office environment with the ability to work effectively surrounded by moderate noise
• Hybrid Work Environment
• AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.