Senior Analyst - Financial Planning & Analysis

The name "Fairwater" speaks to our firm and steadfast commitment to partnership, equity, and trust.

Position Title: Senior Analyst - Financial Planning & Analysis

Reports To:Senior Director of Finance

Schedule: Monday through Friday business hours and additional as required

Location: Dania Beach, FL.

Position Supervised: None

Required Qualifications

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Experience

-3-5 years of progressive experience in financial planning and analysis, with demonstrated expertise in complex analytical processes

-Strong expertise in financial modeling, forecasting, and advanced analytical techniques

-Experience with M&A financial analysis, valuation methodologies, and strategic planning processes

-Proven experience with business intelligence tools (Power BI, Tableau, Qlik) and advanced data visualization

-Proficiency in SQL, Python, R, or equivalent database query and analytical languages

-Solid understanding of accounting principles, financial reporting standards, and regulatory requirements

-Experience with ERP systems, financial software applications, and financial technology platforms

Languages

English

Traits

-Expert-level Excel skills, including complex modeling, advanced formulas, and sophisticated data analysis techniques

-Strong process management and organizational capabilities with proven ability to manage analytical workflows

-Exceptional analytical and problem-solving abilities with keen attention to detail and strategic thinking

-Outstanding written and verbal communication skills with the ability to present to executive audiences

-Proven ability to translate complex financial data into clear, actionable business insights and strategic recommendations

-Experience developing and delivering executive-level presentations and strategic planning materials

-Strong project management skills with the ability to manage multiple priorities and initiatives

-Collaborative working style with excellent interpersonal and cross-functional partnership skills

-Process improvement mindset with change management capabilities

-Adaptability to the unique operational and regulatory aspects of Jones Act maritime operations

-Strategic mindset with intellectual curiosity and commitment to continuous learning and innovation

Preferred Qualifications

Experience

Maritime industry experience a plus but not required

Education

MBA preferred

Duties and Responsibilities:

The FP&A Senior Analyst will be responsible for developing sophisticated financial models, leading advanced analytical processes, and providing strategic financial insights to support executive decision-making. This role will own key components of financial planning and analysis while partnering closely with operations, commercial teams, business development, and treasury to drive financial performance and support strategic initiatives in a U.S. Jones Act maritime organization. Duties and responsibilities for this position include, but are not limited to, the following:

Financial Modeling & Planning

• Develop and maintain sophisticated driver-based financial models for short and long-term strategic planning
• Own and maintain the 5-year financial model to support M&A transactions, capital allocation, and strategic growth initiatives
• Lead components of the annual budgeting process, coordinating cross-functional inputs and ensuring accuracy
• Execute quarterly and rolling forecast processes, incorporating business updates and market dynamics
• Implement scenario planning frameworks to assess potential business impacts and strategic alternatives
• Partner with senior leadership to validate forecast assumptions and strategic financial targets

Financial Analysis & Strategic Support

• Develop comprehensive financial models to evaluate business performance, vessel profitability, and operational efficiency
• Prepare monthly and quarterly financial reports and executive dashboards for senior leadership presentations
• Conduct in-depth analysis of financial trends, variances, and key performance indicators with strategic recommendations
• Create executive-level materials that translate complex financial data into actionable business insights
• Support development of board materials, investor communications, and strategic planning documents
• Analyze historical performance to improve forecast accuracy and identify emerging business trends

Business Intelligence & Data Analytics

• Transform raw financial and operational data into meaningful business intelligence and strategic insights
• Design and maintain dynamic dashboards and automated reporting solutions for real-time performance monitoring
• Utilize advanced analytics tools including SQL, Power BI, and other business intelligence platforms
• Implement robust data validation processes and governance frameworks to ensure accuracy and consistency
• Identify patterns and insights that inform strategic business decisions and operational improvements

Process Excellence & Automation

• Drive continuous improvement initiatives to streamline financial processes and enhance analytical efficiency
• Develop and implement standardized reporting frameworks and analytical methodologies
• Lead automation initiatives to improve data quality, reduce manual processes, and enhance analytical capabilities
• Establish documentation standards for financial procedures and analytical frameworks
• Support system implementation projects and financial technology initiatives

Equal Opportunity Employer/Vet/Disability

Fairwater reserves the right to revise or change job descriptions and responsibilities as the need arises.

This job description does not constitute a written or implied contract of employment.

Equal Opportunity Employer/Veteran/Disabled