Senior Financial Planning Consultant

OCLC; Dublin (OH); Hybrid; USD 75,000 - 95,000; Full time

Job summary

A global technology company in Dublin, Ohio, is seeking a financial professional to generate profitability reports, support budgeting, and lead forecasting analysis. The ideal candidate will have a Bachelor’s degree in finance or accounting, an MBA or CPA preferred, and at least 5 years of relevant experience. Join a collaborative team that values innovative solutions and offers a hybrid work model.

Benefits

Comprehensive health coverage

Retirement plans with company contributions

Flexible hybrid work environment

Qualifications

• Minimum of 5 years work experience in finance.
• Experience in a global environment with multiple currencies.
• Initiative and drive in assignments.

Responsibilities

• Generate business profitability reports.
• Support budgeting and forecasting processes.
• Lead monthly forecasting and variance analysis.

Skills

Financial modeling

Analytical skills

Verbal and written communication

Strong Excel skills

Education

Bachelor’s degree in finance or accounting

MBA or Professional certification (CPA, CMA)

Tools

ERP systems (NetSuite, Workday)

BI & Analytics platforms (Power BI)

Job description

At OCLC, we build technology with a purpose: to connect libraries and make knowledge accessible worldwide, because we believe that what is known must be shared. Our teams work with complex global datasets, AI and machine learning, hybrid cloud solutions, and other technologies that connect people and organizations to the information they need. We value the power of unique perspectives and experiences to unlock innovation. At OCLC, your ideas matter, whether you have two years of experience or 20. You’ll learn, create, and problem-solve with technologists, product developers, librarians, researchers, marketing pros, and support teams around the world.OCLC is consistently recognized as a best place to work by several independent programs We recognize and reward people and results with a comprehensive Total Rewards package. This means competitive compensation that reflects your unique contributions—performance, experience, and skills—along with exceptional benefits, including best-in-class health coverage, retirement plans with generous company contributions, and a commitment to your overall well-being.**Responsibilities:*** Generate business profitability reports for all lines of business, ensuring they reflect underlying business activity and results of operations.* Participate in budgeting and forecasting processes by collaborating with cross-functional business partners to develop financial projections at a level of detail that enables thorough analysis and evaluation of organizational spending.* Support the development of executive-level communications pertaining to budgets, forecasts, and year-end financial results, and facilitate correspondence with various stakeholders, including the CFO.* Lead monthly forecasting and variance analysis for assigned areas by working with business partners to translate financial data into compelling stories and strategic insights through clear, executive-ready presentations that inform decisions and influence senior leadership.* Leverage technology systems and tools (e.g., ERP, CRM, BI & Analytics) and explore opportunities to incorporate AI-driven solutions to enhance financial planning processes, drive continuous improvement, and support decision-making across the organization.* Provide financial support for technology-related initiatives and projects, partnering closely with GTECH to enhance financial planning and resource allocation processes.* Administer the time tracking system to ensure alignment with the organization’s software development process and software capitalization policies.* Contribute to product profitability analysis and pricing strategies, collaborating with cross-functional teams to support business objectives and inform decision-making.* Assist with financial components of Business Plans, Business Cases, and Project Plans, including revenue, sales, costs, and capital expenses.* Participate in testing system applications for new releases or internal enhancements.* Support a wide range of FP&A functions, including ad hoc financial analysis, development of insightful reports and presentations, cross-functional collaboration to achieve team goals, and providing backup coverage to ensure consistency and organizational success**Qualifications:** * Bachelor’s degree with emphasis on corporate finance and accounting. MBA or Professional certifications (CPA, CMA) preferred.* Financial and accounting skills, including preparing financial models, pricing analysis, journal entries, and reconciling balance sheets and cash flows.* Experience working in a global environment with multiple currencies and time zones preferred.* Demonstrate initiative and drive when approaching assignments.* Strong verbal and written communication skills with the ability to work across all management levels.* Strong excel skills are required* Knowledge of systems including ERP, CRM, BI & Analytics platforms, and MS Office (Excel, PowerPoint, Word); familiar with tools such as NetSuite, Adaptive, Workday, Replicon, Power BI, and AI-powered productivity tools (e.g., ChatGPT or similar) is a plusMinimum of 5 years (3 years with MBA or Professional certification) work experience in a position(s) requiring analytical and forecasting skills. **Working Conditions:** Normal office environment. Hybrid position working three days in the office and two remotely.**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.Send your resume to our Talent Acquisition Team for future opportunities!# **Who we are:**We are a non-profit global technology company that develops innovative services for libraries. Together with member libraries, we connect people to the resources they need to learn and grow, and ultimately, to transform the world. We connect libraries to other libraries, making their work more efficient and effective. Our large-scale, high-performance cloud computing services enable libraries to share data, work, and resources to save money and better serve their communities.# **What we do:**We are dedicated and passionate about libraries—and helping them change lives. Our goal is to provide innovative technologies for every library to help them meet the demands of a rapidly changing digital world. Our success depends on our ability to deliver new, high-quality features and stable, scalable solutions for libraries.# **Live our values:**New ideas. Open dialog. Hard work. Recognition. Purpose.We offer a dynamic, fulfilling work environment that is productive, collaborative, innovative—and fun. We are consistently rated among the top employers within Central Ohio and across the IT landscape. There is a strong, team-based culture where everyone is appreciated and focused on common goals. You will make a difference.OCLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.If you are interested in applying for employment with OCLC and need special assistance or an accommodation to apply for a posted position, contact our Human Resources Department at [phone] or email at [e-mail]