Financial Planning & Analysis Analyst

Role Overview

The Financial Planning & Analysis Analyst serves as a strategic financial planning and decision-support partner to the CFO and senior leadership. This role leads the annual budgeting process; develops financial forecasts and models; and monitors financial and operational performance by comparing actual results with budgets and forecasts, analyzing variances, trends, and cost drivers, and providing actionable recommendations.

What You Will Do

Prepare executive-ready financial reports and presentations, partner with accounting to support accurate reporting and cash flow reconciliations, guide cost-analysis practices, and improve financial processes through reporting tools, dashboards, and automation.

Why It Might Be a Fit

The role also conducts relevant market, business intelligence, and valuation research to support informed business decisions and works closely with leaders across departments.

Requirements

• At least three (3) years of experience in financial planning and analysis (FP&A), corporate finance, or a related field
• Bachelor’s degree in finance or accounting required
• Ability to analyze financial data, calculate budget-to-actual variances, identify trends and cost drivers, and explain findings and recommendations clearly
• Advanced proficiency in Microsoft Excel
• Demonstrated current proficiency in financial forecasting, budgeting, variance analysis, financial modeling, and advanced Excel
• Demonstrated experience presenting financial analyses, forecasts, and strategic recommendations to senior leadership

Benefits

• Competitive pay
• Paid time off
• Paid holidays
• Medical, dental, and vision coverage
• Company-paid basic life insurance
• 401(k) plan with an employer match
• Optional benefit plans

Tagged as: Financial Modeling