Financial Planning Analyst

Overview

This hands-on FP&A role focuses on budgeting, forecasting, financial modeling, and variance analysis. You will build reliable budgets and forecasts, analyze business performance, and provide forward-looking insights to support leadership decision-making.

Responsibilities

• Budgeting & Financial Planning
  • Lead preparation of annual operating and capital budgets
  • Consolidate financial inputs across departments and business units
  • Align budgets with business goals, operational plans, and resource constraints
  • Partner with department leaders to validate assumptions and spending plans
• Forecasting & Scenario Planning
  • Maintain rolling forecasts for:
    • Revenue
    • Expenses
    • Cash flow
  • Update forecasts with actual results and revised assumptions
  • Build scenario and sensitivity analyses to evaluate potential outcomes
  • Identify emerging financial risks and opportunities
• Variance Analysis
  • Compare actual performance against budgets and forecasts
  • Identify key drivers behind financial variances
  • Prepare clear written commentary for leadership
  • Recommend corrective actions based on performance trends
• Financial Modeling
  • Build dynamic financial models using Excel and Google Sheets
  • Develop models for:
    • DCF
    • ROI
    • IRR
    • Break-even analysis
    • Scenario planning
  • Use advanced formulas, pivot tables, macros, and data integrations to improve efficiency and accuracy
• Reporting & Executive Insights
  • Prepare management reporting packages, dashboards, and visualizations
  • Translate complex financial data into clear business insights
  • Present risks, opportunities, trends, and recommendations to leadership
  • Support strategic and operational decision-making with financial analysis
• FP&A Process Improvement
  • Identify inefficiencies in budgeting and forecasting workflows
  • Improve planning cycles, data inputs, and reporting processes
  • Support implementation or optimization of FP&A platforms, including:
    • Anaplan
    • Adaptive Insights
    • Workday
    • Hyperion

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3+ years of FP&A, budgeting, forecasting, or financial analysis experience
• Advanced Excel / Google Sheets skills, including:
  • Nested formulas
  • Pivot tables
  • Sensitivity modeling
  • Financial modeling
• Experience building and maintaining budgets and rolling forecasts
• Experience preparing variance analysis and commentary for leadership
• Strong analytical and problem-solving skills
• Ability to build financial models from scratch
• Strong written and verbal English communication
• Comfortable working independently during U.S. business hours

Preferred Qualifications

• Experience with Anaplan, Adaptive Insights, Hyperion, Workday, or similar FP&A tools
• Familiarity with Power BI, Tableau, or Looker
• MBA, CFA, or CPA
• Experience in SaaS, real estate, or professional services
• Experience improving or automating forecasting processes

Compensation & Benefits

• Not specified

Location

• Remote
• Working hours: U.S. Client Business Hours

What Success Looks Like

• Forecast accuracy maintained within approximately ±5–10%
• Budgets completed accurately and on schedule
• Variance explanations delivered within 2–3 days of close
• Financial models remain accurate and consistently updated
• Leadership receives clear, actionable financial insights
• Forecasting cycle time improves through automation and process optimization

Interview Process

• Initial phone screen
• Spark Hire video interview
• Recruiter interview
• Practical Financial Modeling & Sensitivity Analysis task
• Client interview
• Offer & background verification