Senior Financial Planning Analyst

Role Overview

We are looking for a Senior Financial Planning Analyst to work in financial planning, contributing to budget management, performance analysis, and process evolution. The person will have an important role in transforming financial data into strategic information for decision-making, working closely with different areas of the organization and driving automation and continuous improvement initiatives.

What You Will Do

The person will be responsible for planning and forecasting, consolidating information from business units, preparing analyses, reports, and presentations for management and boards. They will also analyze performance and results, identifying deviations from planned targets, investigating causes, and proposing corrective actions with involved areas.

Why It Might Be a Fit

The person will have the opportunity to work on projects of automation of financial processes and evolution of budget monitoring systems, applying Power Query, SQL, VBA, or artificial intelligence to build solutions for financial analysis and management.

Requirements

• Complete higher education degree in Administration, Accounting, Economics, or related areas
• At least 3 years of experience in financial planning, budget planning, or related areas
• Knowledge of ERP systems, with TOTVS being a plus
• Strong understanding of financial statements, especially DRE, balance sheet, and cash flow
• Proficiency in Excel, Power BI, and PowerPoint
• Basic knowledge of Macros/VBA, Power Query, SQL, and artificial intelligence tools
• Analytical skills to interpret data, identify trends and deviations, and build recommendations
• Ability to communicate financial results clearly and objectively, adapting communication to different audiences

Benefits

• Food and transportation
• Health insurance
• Dental insurance
• Mental health support
• Wellness programs
• Education benefits, including discounts on books, courses, and academic programs

Tagged as: Financial Modeling