Financial Planning Analyst

Role Overview

The Financial Planning Analyst supports financial planning and analysis activities, including coordination and consolidation of Business Plans, Quarterly Forecasts, and Weekly Forecasts, as well as price analysis. This role prepares ad hoc financial reports and supporting materials for executive presentations, providing meaningful financial information and insights to support business decisions.

What You Will Do

Prepares monthly financial results, including comparisons to plan and forecast, ad hoc analyses, and supporting materials for executive presentations. Performs pricing analysis and maintains current pricing databases. Analyzes financial results and processes to identify trends, opportunities, and recommendations for improvement.

Why It Might Be a Fit

This position requires a Bachelor’s degree (B.A. or B.S.) or equivalent relevant experience, 2–5 years of experience in financial planning and analysis, finance, or a related role, and strong analytical, problem-solving, and organizational skills with excellent attention to detail.

Requirements

• Bachelor’s degree (B.A. or B.S.) or equivalent relevant experience
• 2–5 years of experience in financial planning and analysis, finance, or a related role
• Strong analytical, problem-solving, and organizational skills with excellent attention to detail
• Excellent verbal and written communication skills
• Advanced proficiency in Microsoft Excel, including PivotTables, lookup functions, filters, data analysis tools, and macros
• Experience working with and analyzing large data sets
• Experience with AI and automation tools or solutions
• Knowledge of VBA preferred
• Experience with SAP BPC and/or SAC Planning preferred
• Experience with Power BI preferred
• Bilingual: Spanish and/or Portuguese language proficiency

Benefits

• Comprehensive medical, dental, vision, and prescription drug coverage eligibility on start date
• Generous paid time off, including sick time, vacation, and holidays
• Income protection plans, including life insurance and short-term and long-term disability programs paid by the company
• 401K plan with company matching
• Educational reimbursement, employee assistant program (EAP), adoption assistance, employee discounts and much more!

Tagged as: Financial Modeling