The Financial Planning Analyst, reporting to the Financial Planning Manager, assists in the development of appropriately predictive departmental budgets, forecasts, and five-year plan updates; to provide accurate and timely financial reporting as required by state and federal agencies, donors and grant-making organizations; to facilitate administrative support of the Planning Analytics and MS Dynamics software systems.
Coordinate consolidation of annual departmental budgets, quarterly reforecast, 5-year plans, and capital expenditures.
Assist the Financial Planning Manager in preparing financial and managerial reports using the Planning Analytics software.
Work with department managers in the preparation of project budgets and forecasts.
Coordinate with Education, Development, and other departments as necessary to prepare annual reporting to various donors (to include government grant-making agencies), using reporting capability in Endowment Solutions, as well as project-based spending in MS Dynamics.
Assist in the preparation of various reports to meet the needs of interested parties such as LAPA management, donors, and Board of Directors, as well as any legal or regulatory requirements.
Prepare supporting files and analyses and provide to external tax advisors for preparation of annual tax filing (IRS Forms 990 and 990T, and CA Forms 109 and 199).
Prepare other required tax returns including CA Department of Tax and Fee Administration sales tax, Los Angeles County property tax, Los Angeles City parking tax.
Prepare quarterly and annual surveys for reporting to Census Bureau.
Prepare other annual regulatory filings for various state agencies, including the Environmental Fee, Statement of Information with the Secretary of State (Form SI-100), and renewal of charity registration with the Attorney General.
Identify, research, and draft reporting for other required filings.
Prepare annual statistical reports including BMI and ASCAP licensing fees, Orchestra Statistical Report, and California Cultural Data.
Provide administration support for all Finance department users of Planning Analytics and MS Dynamics software systems.
Prepare management reports for the Association’s retail operations as needed.
Assist in month-end variance reporting between actual and budgeted/forecasted revenues and expense.
Other projects and duties as assigned.
Undergraduate degree in Business, Accounting, or Finance or equivalent experience.
Proficiency in accounting concepts required.
Experience preparing budgets/forecasts and analyzing actual results preferred.
Experience creating various reports, tax returns, and other filings preferred.
Experience developing financial reports using an OLAP database or similar tool preferred.
Proficiency with Microsoft Excel required.
Proficiency with Microsoft Word and PowerPoint preferred.
Experience in MS Dynamics or other accounting project-based accounting system preferred.
Experience in database development (SQL, MDX, ETL Processes) preferred.
Must be extremely detail oriented with high accuracy and productivity.
Must be highly responsive with strong verbal and written communication skills.
Ability to manage competing and shifting priorities in a deadline-oriented environment.
Ability to work independently as well as in a team environment.
Positive, energetic attitude toward work and the organization, as well as a spirit of cooperation and respect for co-workers.
About Los Angeles Philharmonic Association
Founded in 1919, the Los Angeles Philharmonic Association's mission is to perform, present, and promote music in its varied forms at the highest level of excellence to a diverse and large audience, both at the Walt Disney Concert Hall and the Hollywood Bowl. The Los Angeles Philharmonic Association is dedicated to continuing its pre-eminent status in the music world of the 21st century.