Senior Financial Planning Analyst

Senior Financial Planning Analyst

The Senior Financial Planning Analyst is a key member of the Finance team responsible for supporting corporate and business unit financial planning, forecasting, and analysis. This role partners closely with the CFO and business leaders to provide insights that drive strategic and operational decisions. The ideal candidate will bring strong analytical skills, business acumen, and a proactive mindset to improve financial processes and deliver accurate, actionable insights.

Responsibilities

Manage processes and maintain financial models for preparing annual operating and capital expenditure plans, rolling 4-quarter financial forecasts, and multi-year strategic planning projections.

Develop and manage KPIs for the business through implementation of dynamic dashboards at the corporate and business unit levels.

Develop financial models to facilitate business unit revenue and cost analyses and other recurring internal reporting functions.

Oversee preparation of weekly flash reports and other periodic reporting of financial and operating metrics and performance goals.

Analyze monthly and quarterly financial statements to identify trends and explain sequential period and YoY variances in revenues, margins, expenses and balance sheet amounts.

Provide BU management with reports and analysis of variances between actual and budget / forecasted results.

Work with HR and business units to establish staffing plans based on business goals and budgets.

Prepare financial models to evaluate acquisition candidates and post-acquisition performance.

Special projects and ad hoc analyses.

High proficiency in Excel including advanced functions, and ability to build financial models in a timely manner.

Experience with manufacturing companies and knowledge of standard cost systems a plus.

Strong analytical ability and attentive to details.

Excellent written and verbal communication skills.

Strong project management skills, with ability to establish action plans, handle multiple tasks and priorities, and meet deliverables on time.

Not satisfied with the status quo; actively seeks opportunities for continuous process improvement.

Qualifications

Must Haves

5 to 7 + years of experience in accounting and financial planning roles ideally in both areas.

Familiar with SaaS and Manufacturing accounting / FP&A.

Familiarity with large scale ERP Systems (Oracle Fusion and SalesForce) and Reporting Systems (Oracle EPM).

Experience with manufacturing companies and knowledge of various inventory costing systems.

High proficiency in SQL and Excel including advanced functions, and ability to build financial models in a timely manner.

Strong understanding of P&L, balance sheet, and cash flow relationships.

Bachelor's degree in Accounting, Finance or related field.

Market Minimum

USD $90,000.00 / Yr.

Market Maximum

USD $130,000.00 / Yr.