Financial Planning Analyst

About the Role

The Financial Planning Analyst role supports the generation of financial forecasts, revenues, expenses, and other aspects of the business. The team partners closely with the Enterprise Strategy Group to ensure financial resources are available and aligned with strategic priorities.

Key Responsibilities

• Analyzes financial data and makes recommendations based on the analysis.
• Provides financial budgeting support for a business unit or department and analyzes budgets with insight into business changes.
• Compiles and reviews departmental budgets, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
• Communicates complex financial information to both financial and non-financial stakeholders, via excellent written and verbal communication skills; creates and presents clear and concise reports and presentations.
• Provides regular day-to-day financial analysis for clients, including internal and external stakeholders.
• Leverages financial software suite to continuously improve and automate financial reporting and analysis capabilities, including data visualization.
• Analyzes financial data and interprets financial statements to identify trends, patterns, and potential risks.
• Supports and partners with management in a variety of ways, including developing analyses and reports for use in decision-making.
• Collaborates with management to identify opportunities to streamline finance processes and to develop new procedures that support the overall organization.

Requirements & Tech Stack

• Microsoft Office tools, especially Excel and PowerPoint.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 0-2 years of experience in financial analysis, accounting, FP&A, or a similar area.
• Regular and reliable job attendance.
• Effective verbal and written communication skills.
• Exhibit respect and understanding of others to maintain professional relationships.
• Independent judgement in evaluation options to make sound decisions.

Hybrid Work Environment: Mondays and Fridays are remote workdays, except for essential functions. Remote work is only permitted within the United States and its territories.