Financial Planning & Analysis Analyst

Overview

This role supports the organization’s financial planning, budgeting, forecasting, reporting, and strategic decision-making. In addition to core FP&A responsibilities, the position serves as a strategic partner and contributor to the organization’s Enterprise Risk Management (ERM) program, helping translate risk intelligence into actionable insights and support executive decision-making.

Responsibilities

Financial Planning & Analysis

• Support the annual budgeting, forecasting, and long-range planning processes.
• Prepare monthly financial reports, dashboards, and variance analyses for management.
• Develop financial models, business cases, trend analyses, and scenario planning tools.
• Analyze revenue, expenses, and key performance indicators to identify opportunities and risks.
• Partner with department leaders to support budgeting, forecasting, and financial performance management.
• Assist in preparing executive leadership and board reporting materials.
• Support cash flow forecasting, capital planning, and other strategic financial analyses.
• Monitor organizational performance against budget and forecast expectations.
• Identify and implement improvements to financial reporting and planning processes.

Enterprise Risk Management

• Support administration and maintenance of the organization’s Enterprise Risk Management framework.
• Coordinate periodic enterprise risk assessments with departmental and executive stakeholders.
• Maintain organizational risk registers, mitigation plans, and risk reporting dashboards.
• Track key risks and monitor progress against mitigation strategies.
• Prepare risk reports and presentations for executive leadership and governance committees.
• Assist in identifying emerging strategic, operational, financial, compliance, and technology risks.
• Support integration of risk management considerations into planning, budgeting, and decision-making processes.
• Promote risk awareness and risk management best practices throughout the organization.
• Lead and continuously enhance the enterprise risk management framework, governance processes, and methodologies to align risk management with organizational strategy and objectives.
• Facilitate enterprise-wide identification, assessment, and prioritization of strategic risks, including evaluation of key trends, risk interdependencies, and potential impacts to organizational goals.
• Partner with executive leadership to establish, communicate, and monitor risk appetite and tolerance levels that support effective strategic decision-making.
• Provide executive leadership with actionable risk insights, reporting, and analysis to support informed business and strategic decisions.
• Monitor internal and external environments to identify emerging, evolving, and disruptive risks and assess their potential impact on the organization.
• Collaborate with business leaders and risk-related functions, including Information Security, Legal, Data Governance, Compliance, and Internal Audit, to develop an integrated view of enterprise risk.
• Promote a risk-aware culture by facilitating risk governance activities, education, and engagement that encourage proactive risk-informed decision-making across the organization.
• Oversee ongoing maintenance, effectiveness monitoring, and continuous improvement of the ERM program to enhance organizational risk management maturity and capabilities.

Qualifications

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Risk Management, or a related field.
• 3–5 years of experience in FP&A, corporate finance, accounting, financial analysis, or a related field.
• Experience with budgeting, forecasting, financial modeling, and management reporting.
• Exposure to enterprise risk management, internal controls, compliance, or governance processes required.

Preferred Qualifications

• MBA, CPA, CFA, or other relevant professional designation preferred.
• Strong financial modeling, forecasting, and analytical skills.
• Thorough understanding of financial statements and performance metrics.
• Advanced proficiency in Microsoft Excel and financial reporting tools.
• Experience with ERP systems and business intelligence tools such as Power BI.
• Knowledge of enterprise risk management and/or internal control, strategic planning concepts and frameworks.
• Strong written, verbal, and presentation communication skills.
• Ability to transform complex data into actionable business insights.
• Excellent organizational and project management skills.
• Strong attention to detail and commitment to accuracy.
• Ability to work independently and collaboratively across departments.

Compensation & Benefits

• FLSA status: Exempt
• Employment type: Full-Time

Location

• Remote position requiring reliable high-speed internet access and a dedicated workspace.
• May require travel for on-site team planning sessions, meetings, company events, or other business needs up to 25% of the time (which may include overnight stays).

Work Authorization

Applicants must be authorized to work in the United States for any employer. Arbitration Forums, Inc. does not provide employment visa sponsorship (including, but not limited to, H-1B) for this position, now or in the future.

Physical Demands & Work Environment

• Regularly required to sit and work at a computer for extended periods; use hands to finger, handle, or feel; and communicate frequently by telephone, video conference, and in writing.
• Occasionally lift and/or move up to 15 pounds.
• Specific vision abilities required include close vision and the ability to adjust focus for prolonged screen work.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.