Financial Analyst, Aircraft FP&A at Clay Lacy Aviation in Van Nuys, California

Job Description:

Clay Lacy Aviation has been providing private jet services around the globe since 1968. Taking pride in the pursuit of perfection is at the center of everything that we do. Our most valuable asset is our experienced team. If you are goal-oriented, dedicated, proactive, and enjoy a customer-centric culture, we would be delighted to get to know you better.

All applicants must submit to a pre-employment drug screen and background check.

Position Summary

You will be responsible and accountable for all financial planning, billing, reporting, and analysis to the assigned Clay Lacy Aviation (CLA) managed owner aircraft This position will be the face of CLA’s customer-facing Aircraft Management Finance operations and is expected to have the skills necessary to forecast, execute, analyze, and manage to customers desired strategic financial and operational plan for their aviation asset.

While aircraft industry experience is not required, excellent client-facing skills enabling you to successfully interact with high-profile clients in presenting a financial analysis of aircraft management data and the ability to succinctly communicate key critical data are essential for your success in this position.

Performance Objectives

1. 
   New Customer Onboarding – Work with Aircraft Management Sales to create a clean transition for the customer from the Aircraft Management Sales Team to Financial Planning & Reporting Team. At the time of formal client engagement, plan introduction and formal touch point with the customer and discuss the customer’s reporting expectations, wants, and needs.


2. 
   Annual Aircraft Operating Budget Process – Play an active role in the creation and presentation of annual aircraft operating budgets for each customer, setting the aircraft’s financial expectations with the ownership group based upon projected usage, expenses, and when applicable, charter revenues. You will be accountable and responsible for speaking to the financial reporting throughout the year for the respective airplane to any and all positive and negative variances.


3. 
   Standardized 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
  
  
  • Ensure Standard Monthly Deliverables such as Monthly Management Summary, YTD Profit & Loss Statement (Automated), Monthly Aircraft KPI & Analysis Summary; Rolling A/R Balance
  
  
  • Ensure consistent touch points with customers on a monthly basis, thus strengthening the relationship and building rapport.
  
  
  • Create new Clay Lacy Ad Hoc Analysis Templates & Reporting Deliverables (Part of Value-Add Initiative)

1. 
   Customer Accounts Receivables Reporting & Adherence – Provide customers with, and be the face to speak to Accounts Receivable Status, Payments To/From, and Operating Deposit Analysis:

• • Provide customers with analysis and reporting related to customer’s current, past due, and/or outstanding Accounts Receivables Balances
  
  
  • Ensure Customer remains within payment terms, and all past due/outstanding amounts are being addressed and paid
  
  
  • Act as the informed individual speaking to the customer’s current Operating Deposit.
  
  
  • Provide all analysis, recommendations, and requests for Increases/Decreases in current Account Operating Deposit

1. 
   Clay Lacy Account Profitability – Ensure Clay Lacy’s Tail Profit & Loss (P&L) Model produces accurate and actionable data for the aircraft you are assigned to work with, as well as other aircraft in the fleet as needed:

• • Monitor to ensure accurate allocations are accurately defined, based upon underlying activity basis
  
  
  • Work with Director, Financial Planning and Reporting to further enhance and develop current internal processes related to Tail P&L Initiatives

Performance Evaluation And Key Performance Indicators

The success of the individual in achieving the objectives described above will be measured by the following:

• Measuring Touch Points with Assigned Customers through Onboarding and Ongoing


• Account Relationship. 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 CLA’s Customers


• By having the Monthly Reporting Deliverables populated and created on an ongoing basis throughout the month, the goal is to have all deliverables created and provided to the Analyst by a set date each month, to then be provided to the customer by a set date each month


• Ongoing Oversight and Analysis related to Customer Account Balances – Current & Overdue Amounts, Adherence to Clay Lacy’s Policies & Procedures (Assistance from CLA Teams as needed)

Education And Experience

• Bachelor’s Degree in Business or Economics


• Minimum of 2-3+ years of relevant experience in financial reporting and customer service preferred.


• Ability to present and discuss issues with Level 1, 2, and 3 Customers through email and phone communications, in-person meetings, and presentations


• Some travel required

Personality And Character

The ideal candidate will possess the following:

• Strong technical ability and customer-facing financial presentation skills.


• Strong analytical and financial reporting understanding and skills


• 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


• Intermediate Computer Skills – MS Outlook, Office, Excel, PowerPoint, and CLA


• Programs/Financial Reporting Software


• Strong organizational change agent.


• Ability to secure respect and credibility with team members, peers, CLA Leadership Team, and CLA 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, 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.

Reporting Relationship

This position will report directly to the Manager, Aircraft Financial Planning and Analysis.

Benefits

Clay Lacy Aviation 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 accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

 

All applicants must submit to a pre-employment drug screen and background check.

 

About Clay Lacy Aviation

Founded in 1968 by legendary aviator and industry pioneer Clay Lacy. Today, Clay Lacy Aviation is considered the world’s most experienced operator of private jets. Prominent individuals and leading corporations trust Clay Lacy for aircraft management, charter, maintenance, avionics, interiors, and FBO services. The company has aircraft operations and regional offices across the U.S., including full-service FBOs in Los Angeles and Orange County, and aircraft maintenance centers in Los Angeles, San Diego, and Oxford, Connecticut. With the most knowledgeable team in the industry, Clay Lacy delivers superior safety, service, and value to aircraft owners and jet travelers worldwide. Visit claylacy.com

 

 

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