Financial & Planning Analyst

Overview

A specialized training organization focused on Management & Leadership, Data Science, and IT skills is seeking a Financial and Planning Analyst. This role supports the go-to-market strategy by transforming data into actionable insights that drive revenue growth and operational efficiency.

Responsibilities

• Produce monthly financial statements including balance sheet, income statement, and cash flow statement.
• Perform budgeting and forecasting, including rolling 12-month forecasts.
• Analyze financial, sales, revenue, and operational data to identify trends and support forecasting and strategic planning.
• Build and maintain dashboards and reports for senior leadership and other stakeholders.
• Track pipeline metrics, performance indicators, and forecasting accuracy in collaboration with Sales Leadership.
• Maintain CRM data integrity, ensuring accurate tracking of leads, opportunities, and accounts.
• Support sales operations activities such as territory management, quota tracking, and process improvements.
• Collaborate with cross-functional teams to ensure consistent data, reporting, and visibility across the customer journey.
• Conduct other analytic exercises as required.

Requirements

• Bachelor’s degree in Business, Finance, Data Analytics, or a related field.
• 4–7 years of experience in Financial Planning & Analysis (FP&A).
• Strong proficiency with tools including Business Central, Microsoft CRM, Salesforce, Word, Power BI.
• Advanced Excel skills; experience with SQL or Python is a plus.
• Proven ability to analyze complex datasets and communicate insights clearly to non-technical stakeholders.
• Exceptional attention to detail, organizational skills, and an analytical mindset.
• Strong interpersonal skills with the ability to collaborate effectively across teams.
• Demonstrated ability to partner cross-functionally and influence without authority.

Compensation & Benefits

• Competitive Paid Time Off (PTO).
• Medical, Dental, and Vision insurance plans.
• 100% company-paid Life and Disability insurance.
• Generous 401(k) matching program.

Equal Opportunity

The organization is committed to providing equal employment opportunities regardless of race, color, religion, sex, age, marital status, national origin, citizenship status, disability, or veteran status.