Financial Planning Analyst

Overview

A remote position within the United States is available for a Financial Planning Analyst. This role requires dependable execution, accurate documentation, professional communication, and ownership of assigned responsibilities related to financial planning and analysis.

Responsibilities

• Translate business questions into structured analysis.
• Build and maintain accurate reports, dashboards, and financial models.
• Validate source data and investigate anomalies.
• Communicate findings and recommendations clearly.
• Maintain definitions, assumptions, and analytical documentation.

Requirements

• Experience with reporting, analysis, or business intelligence.
• Strong spreadsheet and data-validation skills.
• Ability to interpret trends and explain conclusions.
• Careful attention to accuracy and confidentiality.
• Organized remote-work habits and effective stakeholder management.

Preferred Skills

Candidates with practical experience in the following areas are preferred:

• Financial Planning
• Budgeting
• Forecasting
• Financial Modeling
• Variance Analysis

Additional desired skills include financial analysis, financial reporting, budget analysis, Microsoft Excel proficiency, reconciliation, accounts payable and receivable, risk analysis, compliance, data analysis, general ledger, documentation, audit support, process improvement, attention to detail, and confidentiality.

Employment Details

• Employment type: Full Time
• Experience level: Associate
• Work arrangement: 100% remote within the United States
• Base compensation: $85,000–$120,000 per year, depending on experience and demonstrated role alignment

Additional Information

• Applicants must provide accurate information and complete any lawful, role-appropriate verification required for employment.
• Reliable internet access, a suitable private workspace, and responsible handling of confidential information are required.
• Performance will be evaluated based on accuracy, quality, communication, timeliness, and successful completion of role-specific work.

Equal Opportunity

The employer is an equal opportunity organization. Qualified applicants are considered without regard to any status protected by applicable law.

Location

United States — 100% Remote