Aircraft Financial Planning and Analysis

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Position Summary
100% On-site position, Monday-Friday
The Analyst position within Aircraft Financial Planning and Analysis Department, is responsible and accountable for all financial planning, billing, reporting, and analysis to the assigned managed aircraft owners, owners teams, and FDSS customers. This position will be the front of customer facing Aircraft Management Finance operations. The Analyst is expected to have the skills necessary to forecast, execute, analyze, and manage to a customers desired strategic financial and operational plan for their aviation asset, as well as use discretion to make decisions for the account. The Analyst must use professionalism and independent judgement in the financial management of each specific account, specifically in regard to customer interactions.
Performance Objectives
To achieve the mission for this position, one must produce the following actions and results:
New Customer Onboarding Work with Aircraft Management Sales to create a clean transition for the customer from the Aircraft Management Sales Team to the Aircraft Financial Planning & Analysis Team
At time of formal client engagement, plan introduction and formal touch point with customer and discuss customers reporting expectations, wants, and needs. Ensure proper introductions are made and relationship is seamlessly handed off from the Aircraft Management Sales Team.
Create Monthly Customer Reporting & Deliverables Provide customers with and be the face to speak to all Standard Reporting & Deliverables
Create standardized Customer-Facing Communication Template & Process for Monthly Reporting Deliverables
Utilize this format and channel to provide backward and forward-looking analysis, insights, and recommendations.
Ensure Standard FP&A Deliverables are being provided fleetwide for your assigned accounts. Standard Monthly Deliverables include:
Weekly Accounting Summary (as applicable)
Monthly Management Summary
Monthly YTD P&L Summary
Annual Budget Package
Ensure consistent touch point with customers monthly, thus strengthening the relationship and building rapport
Annual Aircraft Operating Budget Process Enhance and participate in current process by which Clay Lacy creates annual aircraft operating budgets for each customer
These are to be created by the Analyst and reviewed with the Manager, as well as with each Assigned Aircraft Manager to be presented to the different levels of ownership on each account
As an Analyst, you will play an active role in this engagement, and be the primary point of contact for the annual setting of the aircrafts financial expectations with the customers team, based upon projected usage, expenses, and when applicable, charter revenues
You will be the accountable and responsible individual for speaking to the financial reporting throughout the year for the respective airplane, against the annual pro-rated budget and must be able to speak to any and all positive and negative variances
Ad Hoc Monthly & Quarterly Analysis Provide Clay Lacy Ad Hoc Analysis Templates & Reporting Deliverables as requested by clients
These include but are not limited to:
Direct Operating Cost Analysis (Part 91 & Part 135)
Charter Revenue and Contribution Margin Analysis (Part 135)
Net Impact of Charter Analysis (Part 135)
Cost Savings Summary (Part 91 & Part 135)
Aircraft P/L Analysis Templates Revenue & Expense
Fuel Analysis, Owner Trip Expense Analysis, Maintenance Analysis, etc.
Period-Over-Period Analysis Templates Revenue & Expense Comparisons
Customer Accounts Receivables Reporting & Adherence Work closely with the Accounts Receivable Manager, Managed Fleet to ensure that all aircraft you oversee remain current and timely payments are made consistently.
On an as needed basis, provide customers with analysis and reporting related to customers current and past due Accounts Receivable Balances and assist Accounts Receivable Manager to ensure Customer remains within payment terms on all balances.
Act as the informed individual speaking to the customers current Operating Deposit. Provide all analysis, recommendations, and requests for Increases/Decreases in current Account Operating Deposit
Assist in efforts to transition Managed Aircraft Customers from Operating Deposits to Segregated Bank Accounts
Performance Evaluation & Key Performance Indicators
The success of the Analyst Position in achieving the objectives described above will be measured by the following:
Measuring Touch Points with Assigned Customers through Onboarding and Ongoing Account Relationships. Group and Employee Specific Goals Related to Tiered Customer In-Person and Phone Call Touch Points
Consistency and Accuracy in providing financial planning, reporting, and analysis to Customers
By having the Monthly/Weekly Reporting Deliverables provided to the customer by a set date each month/week
Reporting Relationship
The Analyst Position will report directly to the Manager, Managed Aircraft Services
Requirements
Education and Experience:
Bachelors Degree or Equivalent preferred, as well as a minimum of 2-3 years of relevant experience in financial reporting and customer service preferred. Must also have the ability to present and discuss issues with Level 1, 2, and 3 Customers Through email and phone communications, Meetings at Company Facilities, and Meetings at Off-Site Locations thus including the associated travel requirements.
Personality and Character
The ideal candidate will have most of the following traits:
Strong technical ability and customer facing financial presentation skills
Strong analytical and financial reporting understanding and skills
Ability to use discretion and make decisions for each account you manage
Quick learner and capable of adding to analytical and technical skills on an ongoing basis
Open thinker willing to receive feedback for consistent improvement and ongoing employee development
Ability to be show professionalism in all areas of financial management for each account, as well as using independent judgement, specifically in customer interactions
Intermediate Computer Skills MS Outlook, Office, Excel, PowerPoint, and Programs/Financial Reporting Software
Strong organizational change agent
Ability to secure respect and credibility with team members, peers, Leadership Team and customers.
Collaborative working style, and skill in organizing resources and establishing priorities
Ability to communicate effectively, both orally and in writing
Skill in developing and examining operations and procedures, and assisting in formulating new policy and developing and implementing strategies and procedures
Employee development and performance management skills
Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community
Strategic thinker, capable of making key decisions quickly.
Highly responsible, willing to OWN the process / project and outcome.
Benefits
Benefits
Employer offers an excellent benefits package including medical, dental, vision, matching 401(K), and more to employees in full-time positions.
Equal Opportunity Employer
In compliance with the Americans with Disabilities Act, the company provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
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