Financial Analyst

The Financial Analyst will be a collaborative member of our FP&A team, with a primary focus on the revenue side of the business. This role is responsible for supporting forecasting, budgeting, and reporting processes, analyzing revenue trends, and providing insights that guide strategic decisions. The analyst will partner closely with business leaders to deliver accurate, timely, and actionable financial information, while contributing to a culture of collaboration, innovation, and continuous improvement.

Responsibilities:

• Support line of business as assigned.
• Maintain a full year forecast for the line of business and update the forecast on a continuous basis by working with personnel from across OCLC to obtain input.
• Grow into role as a business partner that Product Management can rely on for any financial support that is needed to help manage their line of business.
• Ad-hoc analysis, data gathering and report creation from multiple data sources
• Assist during the budget and forecast cycles, including the revenue and sales planning process and planning for costs, expenses and capital expenses. Throughout the year this includes; aiding with the financial component of Business Plans and Business Cases and Project Plans.
• Assist with support for system applications used by FP&A to drive continuous improvement of FP&A processes and tools. Assist with development of ad hoc reports as required to facilitate planning and analytical assignments.
• Actively participate in testing system applications for new releases or internal enhancements.
• Preparation of PowerPoint files and global financial analysis that summarize various financial information (actual data, budget, etc.) used by management (primarily CFO) in presentations to assorted audiences
• Familiarity of AI and continuous improvement mindset

Requirements:

• Bachelor’s degree with emphasis on corporate finance and accounting preferred.
• MBA or Professional certifications (CPA, CMA) preferred.
• Minimum of 3+ years’ work experience in a position(s) requiring analytical and forecasting skills.
• Financial and accounting skills, especially as related to preparation of financial models.
• Experience working in a global environment with multiple currencies supporting teams in multiple time zones preferred.
• Demonstrate initiative and drive when approaching assignments.
• Possess strong verbal and written communication skills.
• Knowledge of Systems (ERP, CRM, BI & Analytics, etc.) and MS Office (Excel, PowerPoint, Word).
• Knowledge of PeopleSoft, Business Objects, Salesforce. Proficient working with basic VBA and Macros in Excel preferred.

Working Conditions: Normal office environment.

ADA/EAA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.