Sr. Analyst - Workforce & Capital Fp&A

***NOTE: This is a US based remote position; The position can be based anywhere in the United States. US work authorization required at the time of application. ***

About CRS: Catholic Relief Services (CRS) carries out the commitment of the Bishops of the United States to assist the poor and vulnerable overseas. Our Catholic identity is at the heart of our mission and operations. We welcome as a part of our staff and as partners, people of all faiths and secular traditions who share our values and our commitment to serving those in need.

Background
Catholic Relief Services operates in close to 100 countries across 7 regions. Our world headquarters in based in Baltimore, MD. The Financial Planning & Analysis (FP&A) department is responsible for the development of planning activities within CRS, including multi-year planning, annual budgeting, and quarterly/monthly forecasts. The department is responsible for the development, coordination, and analysis of these key operating cycles that encompasses over 7,000 employees and over $1 billion in revenue across Africa, Asia, Europe, the Middle East, and Central/Latin America.

Job Summary

The Financial Planning Analyst, as part of the FP&A department, assumes an integral role in the support and development of the budgeting, forecasting and planning functions along with preparing financial analysis to inform and support executive leadership in strategic decision making. This position will be a lead position in functional oversight and support to the Workforce and Capital modules in Oracle Enterprise Planning & Budgeting Cloud Service (ePBCS) as part of CRS’ Insight system. This role with lead in first level support to budget managers for these modules, with responsibility that is common among other team members for module – specific support, as well as responsibilities supporting the global FP&A team to provide high quality system and decision support. Activities will span from Human Capital Management (HCM) and Capital data review and reconciliations, monitoring HCM and Fixed Asset (FA) to ePBCS interfaces, Release Management to support and maintenance of financial planning systems.

This position works closely with HQ Budget Managers as well as staff in Regional Offices and Country Programs including: Regional Finance Officers, Finance Managers and Country Program Managers to ensure both accuracy and compliance with financial planning requirements. This role will also work closely with the technical support team and, assist the Manager and Director in developing, implementing and administering planning processes, budgeting and forecasting models, analytical activities to support decision making.

Module Responsibilities (Workforce& Capital):

Data Integrity

• Be responsible for setting up and maintaining all workforce assumptions from Merit rates, Merit Months, Fringe rates, General assumptions as well as salary bases in ePBCS agency wide.
• Monitor the HCM interface to ensure the interface runs on schedule for both the monthly incremental data load as well as periodical full data load from HCM to ePBCS.
• Review and reconcile data loads prior and post data loads to ePBCS. This position will collaborate closely with the HCM team maintain the interface calendar and ensure data integrity in ePBCS.
• Continuously test Workforce processes from creating New Hiring requisitions to Associating planned hires to actual hires. Work with workforce planners to reinforce the end user responsibilities in reconciling Actuals New Hires to planned hires on a monthly basis.
• Lead Functional User Testing (FUT) of all workforce form design enhancements and changes to workforce planning forms and reports.
• Monitors the Fixed Assets data push to ePBCS to ensure monthly data loads of purchases tangible assets and work with end user on reconciliation of actual purchases to planned purchases. This position will work closely with the Fixed Assets (FA) module team in the office of the Controller.

Interfaces

• Maintains the HCM data load calendar for monthly incremental data load to ePBCS and manages the adhoc full load to support the Annual programming process. This position will collaborate closely with the HCM team maintain the interface calendar and ensure timely interface runs.
• Maintains the Fixed Assets interface to ePBCS to ensure monthly data loads of purchase

Budget Manager Support

• Provides support to staff in Regional Offices, Country Programs and US Divisions including responding to a variety of different user-based inquiries on data or system issues, developing customized reports for analysis purposes, and assisting in the annual budget and ongoing forecast submission process to ensure financial integrity, accuracy and transparency.
• Additionally, responsible for capacity strengthening for end users.

Release Management

• Coordinates and works with the Release Management team to manage the Oracle Monthly Release process. Responsible for reviewing release notes and updating the impact analysis, and testing all forms prior to any patches being implemented in PROD environment.
• Shares any updates to the system with the rest of FP&A team and provides internal training on newly implemented features

Security

• Periodically review user listing in ePBCS and recommend persona optimization to improve end user experience

Reports

• Maintains financial models required for analysis, including development of FTE financial models.
• Provides analytical support to all other departments as needed.
• Develops and maintains workforce reports and dashboards to summarize Agency budgets/forecasts for senior management reviews.
• Develops and maintains reports for budget owners to verify budget accuracy, perform analysis related to trends and reasonableness, and sub-departmental requests for budget versus actual analysis.

Key Working Relationships

Internal Manager & Director (in the FP&A Dept), Finance Systems & Operations, Controllership, Country Program Staff (Finance & Program Managers) and Head of Operations, various managers for all HQ divisions and departments, and IT/Global Service Desk.

External Financial Planning Software Vendor and Consultants on an as-needed basis