Business Planning Financial Analyst

Overview

The organization is seeking a highly analytical and detail-oriented Business Planning Financial Analyst to join the finance team. This role involves analyzing financial data, managing planning and reporting activities, and providing support to client and internal teams to help drive informed decision-making.

Responsibilities

• Direct and support organizational financial processes that underpin planning, reporting, budgeting, purchase orders, and accruals.
• Collaborate with managers, functional leaders, and Finance Business Partners to develop quarterly and annual budgets and quarterly projections, including clear documentation of financial processes.
• Analyze financial variances and support budgeting and financial projection activities.
• Manage routine and advanced finance processes, including:
  • Budgeting and cash flow management
  • Enhancing management predictive reporting tools through technology and best-practice workflow design
  • Supporting negotiations with key partners
• Support long-term strategic planning and ongoing annual budget and financial planning, aligning with organizational values.
• Complete assignments by applying up-to-date subject-matter knowledge to meet deadlines while following procedures and policies.
• Apply data and resources to support projects and initiatives, including cross-functional collaboration to solve business problems.
• Communicate progress, information, and recommendations; identify and recommend improvement opportunities and escalate issues or risks as appropriate.
• Present recommendations to strategically enhance financial performance and business opportunities.
• Provide executive management with advice on the financial implications of business activities.
• Reinforce processes for long-term strategic planning, financial forecasting, budgeting, and reporting to leadership and related organizations.
• Improve financial performance through analysis of financial results against budgets and forecasts by:
  • Communicating the root cause of variances
  • Highlighting financial trends through financial reporting
• Provide ad-hoc analytical financial support as needed.
• Ensure timely and accurate data inputs into the procurement system, and continuously look for opportunities to improve processes.
• Assist in reviewing and approving purchase requisitions to ensure quality and alignment with procurement goals and objectives.
• Create and track budget codes to monitor departmental financial performance.
• Ensure appropriate communication between procurement specialists, business stakeholders, buyers, finance, vendor managers, and suppliers to support seamless operations.
• Assist in distributing and diversifying funds across teams to support procurement goals and objectives.
• Collaborate effectively across organizational levels, functions, businesses, and geographies to understand procurement goals and objectives.

Requirements

• Bachelor’s degree in finance, accounting, or economics or related work experience.
• Proven experience as a Financial Planner & Analyst.
• 3–5+ years of financial planning and business analyst experience with strong administrative skills.
• Expertise in finance best practices and ability to explain fundamentals to individuals at all levels within the organization, including directors and executive leadership.
• Hands-on experience creating and modeling financial statements.
• Analytical skills including financial modeling, forecasting, and budgeting.
• Proficient in all Microsoft Office applications, with advanced knowledge of Microsoft Excel and experience with procurement systems.
• Must have solid written and verbal communication skills.
• Strong facilitation, training, and troubleshooting skills.
• Strong attention to detail and highly organized.
• Superior analytical and modeling capacities.
• Ability to perform in a fast-paced environment and manage multiple workloads, priorities, and deadlines efficiently.
• Personal drive to start projects and see them through to completion.
• Ability to work with key stakeholders in the strategic planning process and provide appropriate and timely reporting of results.
• Excellent interpersonal skills, including ability to work with individuals at all levels and build strong relationships.
• Ability to effectively communicate financial issues to stakeholders and provide solutions.

Preferred Qualifications

• MBA (nice to have).

Compensation & Benefits

• The organization’s pay range for this job is a general guideline only and is not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, experience, education, knowledge, skills, and abilities, as well as internal equity, market data, or other laws.

Equal Opportunity

• The organization is committed to creating a diverse and inclusive work environment and is an equal opportunity employer. Opportunities are considered regardless of gender; gender identity; gender reassignment; age; religious or similar philosophical belief; race; national origin; political opinion; sexual orientation; disability; marital or civil partnership status, or other non-merit factors.