Financial Planning & Accounting Analyst

Waste Harmonics Keter•Stamford, CT

23h

About The Position

The Analyst, Financial Planning & Analysis (FP&A) supports financial planning, budgeting, forecasting, and performance reporting across the organization. Working closely with the Senior FP&A Analyst and reporting to the Head of Finance Partnering & FP&A, the position provides financial insights that support strategic decision-making and business performance. The role combines financial analysis, budgeting, forecasting, reporting, and process improvement, with financial business partnering across multiple departments. It collaborates with functional leaders and the Data & Insights team and supports executive, Board, and investor reporting. The position offers opportunities to expand financial expertise, contribute to cross-functional initiatives, and take on greater ownership of financial deliverables.

Requirements

2–4 years of experience in Financial Planning & Analysis, Accounting, Financial Analysis, or a related finance role.
Bachelor's degree in Accounting, Economics, Analytics, or a related field, or equivalent experience.
Strong understanding of financial statements, accounting principles, budgeting, and forecasting.
Advanced Microsoft Excel skills, including pivot tables, complex formulas, and data visualization.
Experience analyzing large datasets, identifying trends, and explaining financial performance drivers.
Experience supporting annual budgeting, financial forecasting, and financial statement preparation.
Strong financial modeling, analytical, and problem-solving capabilities.
Ability to interpret complex financial information and communicate insights to business stakeholders.
Strong attention to detail with a commitment to accuracy and data integrity.
Excellent organizational and time management skills with the ability to meet competing deadlines.
Strong written and verbal communication skills and ability to collaborate across departments.
Proactive, adaptable, and comfortable working independently while contributing to team objectives.

Nice To Haves

Experience with FP&A software such as Datarails.
Familiarity with Oracle NetSuite, Power BI, or similar ERP and reporting platforms.
Experience creating Excel macros or automating financial reporting processes.
Experience supporting investor, Board, or executive-level financial reporting.
Experience contributing to financial process improvements, reporting enhancements, or system optimization initiatives.
Experience working in a cross-functional finance environment and supporting financial business cases.

Responsibilities

Support company-wide budgeting, forecasting, and financial planning processes, ensuring accuracy and alignment with business objectives.
Prepare monthly financial statements, including income statements, balance sheets, and cash flow statements, for review by the Senior FP&A Analyst.
Develop financial and operational reports to support executive leadership and business decision-making.
Analyze financial performance against budgets and forecasts, identifying variances, trends, and key business drivers.
Partner with functional leaders across Commercial, Operations, ST&P, and CPTO to provide financial insights and support informed decisions.
Assist with forecast updates, accruals, cash flow reporting, and ongoing financial performance monitoring.
Conduct ad hoc financial and operational analyses to support business initiatives, leadership requests, and shareholder reporting.
Support financial business cases by evaluating program costs, performance, and potential financial impact.
Collaborate with the Program Management Office (PMO) to support program budgeting, financial tracking, and reporting.
Partner with the Data & Insights team to improve reporting consistency, leverage analytical tools, and support self-service reporting capabilities.
Maintain financial processes, standard operating procedures (SOPs), and documentation while identifying opportunities to strengthen controls.
Identify reporting inefficiencies and recommend process improvements that enhance accuracy, efficiency, and financial visibility.
Support executive, Board, and investor reporting requirements while meeting established deadlines.

Benefits

Competitive compensation.
Annual bonus plan at every level.
Continuous learning and development opportunities.
401(k) retirement savings with company match and immediate vesting.
Medical and dental insurance.
Company-paid vision insurance.
Company-paid life insurance.
Company-paid short-term and long-term disability.
Employee Assistance Program.
Flexible Spending Accounts/Health Savings Accounts.
Paid Time Off (PTO), including birthday off, community volunteer hours, and a Friday off in the summer.
Seven paid holidays.