Financial Planning Analyst

Financial Planning Analyst building financial models, managing planning cycles, and providing forward-looking insights to guide strategy.

Requirements

• Budget Development: Lead preparation of annual operating and capital budgets
• Forecasting: Maintain rolling forecasts for revenue, expenses, and cash flow
• Variance Analysis: Compare actual results to budgets/forecasts
• Financial Modeling: Build dynamic Excel or Google Sheets models (DCF, ROI, IRR, break-even)
• Reporting: Prepare management reporting packages with dashboards and visualizations
• Collaboration: Partner with department heads to align forecasts with operational plans

Tagged as: Financial Modeling