Business Planning Financial Analyst

Overview

This role is for a Business Planning Financial Analyst who will support the organization’s financial planning, reporting, budgeting, and procurement-related finance processes. Responsibilities include analyzing financial data and variances, supporting quarterly and annual planning, and providing guidance to leadership on the financial implications of business activities.

Responsibilities

• Direct and support the organization’s financial processes that enable planning, reporting, budgeting, purchase orders, accruals, and related activities.
• Collaborate with managers, functional leaders, and Finance Business Partners to develop quarter and annual budgets and quarterly projections, including maintaining clear documentation of financial processes.
• Analyze financial variances and support financial projections and budgeting.
• Manage both routine and advanced finance processes, including:
  • Budgeting and cash flow management
  • Enhancing management predictive reporting tools using technology and best-practice workflow design
  • Supporting negotiations with key partners
• Support long-term strategic planning, including an ongoing annual budget and financial plan.
• Complete assignments by applying up-to-date subject-area knowledge to meet deadlines, following policies and procedures, using appropriate data and resources, and coordinating with others (often cross-functionally) to resolve business problems.
• 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.
• Assist in improving financial performance by analyzing financial results against budgets and forecasts, communicating root causes of variances, and highlighting financial trends through financial reporting.
• Provide ad-hoc analytical financial support as needed.
• Ensure timely and accurate data inputs into the procurement system; 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 teams, 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 across organizational levels, functions, businesses, and geographies to understand procurement goals and objectives.

Requirements

• Bachelor’s degree in finance, accounting, 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 the ability to explain fundamentals to individuals at all levels, including directors and executive leadership.
• Hands-on experience creating and modeling financial statements.
• Analytical skills including financial modeling, forecasting, and budgeting.
• Proficient in 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 capabilities.
• Ability to work in a fast-paced environment and manage multiple workloads, priorities, and deadlines efficiently.
• Personal drive to initiate projects and see them through to completion.
• Ability to work with key stakeholders in the strategic planning process and provide timely reporting of results.
• Excellent interpersonal skills, including the ability to build relationships across all organizational levels.
• Ability to effectively communicate financial issues to stakeholders and provide solutions.

Preferred Qualifications

• MBA (nice to have).

Compensation & Benefits

• The pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered when extending an offer include responsibilities of the job, experience, education, knowledge, skills, abilities, internal equity, market data, and other laws.

Location

• Location not specified in the provided job description.