Financial Planning & Reporting Analyst

Role Overview

NearSource is seeking a Financial Planning & Reporting Analyst to support financial forecasting, budgeting, expense management, revenue planning, and management reporting. The role will collaborate with finance and business stakeholders to strengthen financial data accuracy, improve forecasting processes, and deliver actionable insights that support business decisions.

What You Will Do

The Financial Planning & Reporting Analyst will support monthly forecast execution, consolidated expense reporting, FY28 budget development, headcount tracking and budget control, ARR forecasting, ARR, ACV, and billings alignment, and financial reporting and analysis.

Why It Might Be a Fit

The ideal candidate will have a minimum of 3 years of experience in finance or a related field, a Bachelor’s degree, advanced Microsoft Excel skills, and experience with SAP and BPC. The candidate should be a self-starter with a proactive, ownership-oriented mindset, highly organized, detail-oriented, and impact-driven.

Requirements

• Minimum 3 years of experience in finance or a related field
• Bachelor’s degree
• Advanced Microsoft Excel skills
• Experience with SAP
• Experience with BPC
• Strong analytical and problem-solving capabilities
• Self-starter with a proactive, ownership-oriented mindset
• Highly organized, detail-oriented, and impact-driven

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Life insurance
• Disability insurance
• Paid time off
• Paid holidays
• Retirement plan
• Learning budget
• Parental leave
• Wellness program
• Visa/relocation support
• Remote flexibility
• Stipends
• Bonus/commission

Tagged as: Financial Modeling