Financial Planning & Analysis Analyst I

Mccno•New Orleans, LA

13d

About The Position

The Financial Planning & Analysis Analyst I supports the financial team’s budgeting, forecasting, reporting, and analysis activities. The role assists with annual operating and capital budgets, recurring financial reports, financial models, planning tools, and data integrity. It works with the Director, FP&A Analyst, Finance team members, and departmental stakeholders, following established procedures and seeking guidance on issues outside those procedures. The position also supports departmental meetings and special projects and helps improve routine reporting and team processes. The role requires handling sensitive information confidentially, maintaining accurate and organized financial records, prioritizing assignments, meeting deadlines, and communicating questions or discrepancies promptly. It offers an opportunity to develop financial planning and analytical skills.

Responsibilities

Support budgeting and forecasting processes and assist with preparing and maintaining annual operating and capital budgets.
Collect budget information and supporting documentation from departments and review submissions for completeness and accuracy.
Update budget workbooks, planning files, and recurring reports; reconcile budget information and research routine discrepancies, escalating complex issues to the Director or FP&A Analyst.
Assist with budget calendar activities, departmental communications, and presentation materials, coordinating with the FP&A Analyst to support deadlines and consistent data and reporting standards.
Prepare recurring financial reports comparing actual results with budget, forecast, and prior-year performance.
Research routine budget variances and summarize findings for review by the Director and FP&A Analyst.
Compile financial and operational data from multiple systems and verify source information for accuracy.
Respond to routine departmental reporting questions and assist in gathering information for more complex inquiries.
Monitor assigned financial and operational metrics and identify unusual results requiring additional review.
Support departmental meetings and special projects by preparing data, schedules, and other financial information.
Update existing financial models, forecasting tools, and planning templates using established assumptions and methodologies.
Validate financial data for completeness, consistency, and accuracy before distributing reports.
Maintain organized documentation of reporting procedures, data sources, and recurring processes.
Assist with testing and implementing improvements to financial planning, reporting, and analysis tools.
Collaborate with the FP&A Analyst to identify opportunities to streamline routine reporting and improve team processes.
Maintain confidentiality when working with sensitive information and keep accurate, complete, and organized financial records and reports.
Prioritize assignments, manage time, meet deadlines with appropriate guidance, collaborate with finance colleagues and departmental stakeholders, and promptly communicate questions, discrepancies, and potential issues.
Demonstrate initiative, sound judgment, and willingness to develop financial planning and analytical skills.