Financial Planning Analyst

Role Overview

Support monthly forecasts, annual budgets, long-range planning, and related financial reporting processes. Analyze actual results against budget, forecast, and standard cost; identify key financial, operational, and manufacturing cost variances.

What You Will Do

Perform cost analysis related to production, material usage, labor, overhead, purchase price variance (PPV), inventory adjustments, and other cost drivers. Prepare monthly reporting packages, financial models, dashboards, business performance presentations, and ad hoc analyses.

Why It Might Be a Fit

Partner with Finance, Operations, Production, Purchasing, Supply Chain, and Sales to improve financial visibility, investigate variances, and support corrective actions. Provide financial and cost insights to support margin improvement, cost reduction, productivity, inventory accuracy, cash flow, and profitability initiatives.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Strong analytical, problem-solving, financial modeling, and communication skills.
• Advanced Microsoft Excel skills; experience with financial reporting, planning, ERP, or business intelligence tools preferred.
• Working knowledge of budgeting, forecasting, financial statements, variance analysis, cost accounting, standard costing, inventory accounting, and COGS analysis.

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or retirement plan
• Paid time off (vacation, sick leave)
• Other benefits (not specified)

Tagged as: Financial Modeling