Financial Planning Analyst

Overview

This role involves leading budgeting, forecasting, and strategic financial analysis to support smarter business decisions. You will build financial models, analyze trends, and translate complex data into actionable insights, working closely with Finance, Operations, and Executive Leadership to improve planning processes and deliver accurate forecasts.

Responsibilities

Budgeting & Financial Planning

• Lead the preparation of annual budgets, operating plans, departmental forecasts, and capital expenditure plans
• Consolidate financial inputs from multiple departments and business units
• Ensure budgets align with business objectives, operational priorities, and growth strategies
• Monitor budget performance and recommend adjustments as business needs evolve

Forecasting & Scenario Analysis

• Maintain rolling revenue, expense, and cash flow forecasts
• Update forecasting models using monthly and quarterly actual financial results
• Develop scenario analyses, sensitivity models, and forecasting assumptions
• Evaluate the financial impact of hiring plans, investments, pricing strategies, and operational changes
• Identify potential risks and opportunities through forward-looking analysis

Financial Modeling & Analysis

• Build and maintain dynamic financial models using Excel, Google Sheets, or FP&A platforms
• Develop valuation, ROI, DCF, break-even, profitability, and headcount planning models
• Analyze financial performance and provide recommendations to improve profitability and efficiency
• Improve reporting accuracy through automation and model optimization

Variance Analysis & Executive Reporting

• Analyze actual results against budgets, forecasts, and prior periods
• Prepare executive-ready financial reports with clear commentary on key variances, risks, trends, and recommendations
• Develop dashboards and reporting packages for Finance and Executive Leadership
• Present financial insights that support strategic business decisions

Cross-Functional Collaboration

• Partner with department leaders to validate financial assumptions and spending plans
• Collaborate with Finance, Operations, FP&A, and Executive teams to improve planning accuracy
• Translate financial analysis into practical business recommendations for non-financial stakeholders

Process Improvement & Automation

• Identify opportunities to improve budgeting, forecasting, and reporting processes
• Reduce manual reporting through automation and workflow improvements
• Support implementation and optimization of FP&A platforms such as Anaplan, Adaptive Insights, Hyperion, or Workday
• Improve dashboarding and reporting using Power BI, Tableau, Looker, or similar tools

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3+ years of experience in FP&A, budgeting, forecasting, or financial analysis
• Advanced Microsoft Excel or Google Sheets skills, including Pivot Tables, nested formulas, financial modeling, and scenario analysis
• Strong experience with budgeting, forecasting cycles, variance analysis, and financial reporting
• Excellent analytical, problem-solving, and organizational skills
• Ability to communicate complex financial information clearly to non-financial stakeholders
• Strong attention to detail and ability to manage multiple priorities in a remote environment

Preferred Qualifications

• Experience with Anaplan, Adaptive Insights, Hyperion, Workday, or similar FP&A platforms
• MBA, CPA, CFA, or related professional certification
• Experience supporting SaaS, professional services, real estate, or high-growth organizations
• Experience with Power BI, Tableau, or Looker
• Experience automating financial reporting and planning workflows

Compensation & Benefits

• Not specified in the provided job description

Location

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

Interview Process

• Initial recruiter screening
• Video interview with recruiter
• Practical assessment (Financial Modeling & Forecasting Exercise)
• Client interview
• Offer & onboarding