Financial Planning Analyst (Budgeting & Forecasting)

Budgeting / Forecasting Specialist

Our client is seeking a Budgeting / Forecasting Specialist to build financial models, manage planning cycles, and provide forward-looking insights that guide strategy. This role requires strong analytical skills, mastery of modeling tools, and the ability to translate numbers into actionable recommendations. You will work closely with finance leaders and department heads to ensure budgets and forecasts are accurate, realistic, and strategically aligned.

Responsibilities :

• Lead preparation of annual operating and capital budgets.
• Consolidate inputs across departments and business units.
• Ensure budgets align with company goals and resource constraints.

Forecasting :

Variance Analysis :

Financial Modeling :

Reporting :

Collaboration :

Process Improvement :

What Makes You a Perfect Fit :

Required Experience & Skills (Minimum) :

Ideal Experience & Skills :

What Does a Typical Day Look Like?

In essence : the role is about ensuring the organization has reliable forward-looking data to guide strategy, supported by strong financial models and clear commentary.

Key Metrics for Success (KPIs) :

Interview Process :