Financial Planner & Analyst

GOOD360 • Alexandria, VA

107d • $75,000 - $85,000

About The Position

We are seeking an experienced and highly motivated Financial Planner & Analyst to lead our financial planning and analysis function. The FP&A position will oversee the forecasting, budgeting, and financial analysis processes, and provide strategic financial insights to support the organization's growth and profitability. The ideal candidate will possess a deep understanding of financial management principles and a proven track record of driving process improvements.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum 3 years of experience in financial planning and analysis.
• Experience with inventory management, warehousing, and distribution a plus.
• Strong financial modeling and analytical skills.
• Proficiency in Microsoft Excel and financial software applications such as NetSuite.
• Knowledge of BI tools (e.g., Tableau, Power BI) and SharePoint is a plus.
• Strong knowledge of accounting principles and financial statement analysis.
• Excellent communication and interpersonal skills, with the ability to present complex financial information clearly and concisely.
• Strong attention to detail and problem-solving abilities.
• Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Manage and oversee the annual budgeting, monthly forecasting, and long-range financial planning processes, ensuring alignment with organizational goals.
• Develop and maintain complex financial models to support decision-making across various business units and projects.
• Analyze financial data to identify trends, variances, risks, and opportunities for improvement, providing actionable insights to senior management.
• Collaborate with cross-functional teams to gather relevant information for financial analysis and ensure alignment of financial plans with strategic objectives.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Prepare and maintain management dashboards that provide key performance indicators (KPIs) and other critical metrics.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Prepare ad-hoc financial analyses and reports as needed to support decision-making.
• Assist in the evaluation of potential investments, mergers, and acquisitions to support growth initiatives.

Benefits

• Health, dental, and vision coverage programs (including competitive deductible and reimbursement policy)
• Short-term and long-term disability and life insurance coverage options
• 403B plan with matching
• Generous and flexible paid time off policy
• Volunteer time off policy
• Hybrid work environment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 51-100 employees