Overview
The organization is seeking a Financial Planning Analyst to support senior leadership by providing actionable insights through financial reporting and analysis. This role involves financial forecasting, variance reporting, and presenting information to help maintain and improve financial results.
Responsibilities
- Prepare and review accurate and timely financial and business analyses, research, budgets, and forecasts
- Provide analytical support during the annual budget process, focusing on revenue trends and variances to plan, and assist with monthly forecasting
- Perform advanced trend and variance analyses, synthesizing data from multiple sources
- Analyze business performance drivers including revenue growth, variance, margin mix, and period-over-period changes
- Assist in identifying and tracking KPIs to align account management strategy with financial targets; develop assumptions, evaluate business cases, and maintain financial models and forecasts
- Analyze client account productivity and utilization; manage standard reporting packages for business unit leadership related to financial performance
- Coordinate with data analytics teams to ensure availability of financial data for operational and client account performance analysis
- Suggest new reporting views and presentation methods to support financial insights
- Produce and present monthly management reports analyzing past performance and providing insights into future trends by client and product line
- Perform ad-hoc analyses of sales and operational data to support effective business decision-making
- Assist leadership in setting targets for individual client account growth
- Uphold the organization's Code of Conduct
Requirements
- Bachelor's degree in finance, accounting, engineering, or other quantitative discipline; MBA, CFA, or other professional certifications are a plus
- 3-5 years of experience including finance or sales analytics roles
- Ownership mindset with strategic thinking focused on financial value creation and strong execution skills
- Excellent analytical skills with ability to develop complex models and reports and translate findings into actionable recommendations
- Prior experience with budgeting and forecasting required
- Strong communication skills, including presenting ideas clearly and effectively to all organizational levels, including executives
- Proficient in Microsoft Excel and PowerPoint; familiarity with SharePoint and PowerBI preferred
Compensation & Benefits
- Competitive pay and incentive plans recognizing performance excellence
- Benefit programs supporting financial, physical, and mental wellness
- Employee referral bonus program
- Access to multiple employee discounts
- Training programs promoting continuous learning and career progression
- Programs supporting community sustainability
Location
Not specified in the original description.
Note: The organization participates in E-Verify and is an Equal Opportunity Employer. No unsolicited assistance from search firms will be accepted for this opportunity.