Financial Planning & Analysis Analyst

Knight Aerospace Medical Systems LLC•San Antonio, TX

just now•Onsite

About The Position

The Financial Planning & Analysis Analyst serves as a strategic financial planning and decision-support partner to the CFO and senior leadership. The role leads the annual budgeting process, develops financial forecasts and models, and monitors financial and operational performance by comparing actual results with budgets and forecasts, analyzing variances, trends, and cost drivers, and providing actionable recommendations. The analyst prepares executive-ready financial reports and presentations, partners with Accounting to support accurate reporting and cash flow reconciliations, guides cost-analysis practices, and improves financial processes through reporting tools, dashboards, and automation. The position also conducts market, business intelligence, comparable-company, and valuation research to support informed business decisions, while collaborating with leaders across departments.

Requirements

At least three years of experience in FP&A, corporate finance, or a related field, including hands-on experience developing and coordinating budgets, preparing forecasts, conducting variance analysis, and building financial models.
Bachelor’s degree in finance or accounting required; a degree in Economics, Business Administration, or a related field may be considered with relevant financial planning and analysis experience.
Ability to analyze financial data, calculate budget-to-actual variances, identify trends and cost drivers, and clearly explain findings and recommendations.
Advanced proficiency in Microsoft Excel, including building and maintaining complex spreadsheets, using advanced formulas and PivotTables, analyzing large data sets, and creating charts and dashboards for financial reporting.
Current proficiency in financial forecasting, budgeting, variance analysis, financial modeling, and advanced Excel, including PivotTables and dashboard development.
Experience presenting financial analyses, forecasts, and strategic recommendations to senior leadership and translating complex data into clear insights that support business decisions.

Nice To Haves

Experience with Power Query or macros.

Responsibilities

Lead the annual budgeting process by coordinating with department leaders to gather, review, and consolidate budget assumptions and projections.
Develop and maintain financial forecasts and models to project revenue, expenses, cash flow, capital structure, and other key financial measures.
Track financial and operational performance metrics; compare actual results with budgets, plans, and forecasts; analyze historical results, variances, trends, and cost drivers; and recommend improvements.
Prepare recurring financial reports and leadership review materials covering company performance, key metrics, forecasts, significant trends, and recommendations.
Partner with Accounting to support accurate and timely financial reporting, including cash flow reconciliations and review of relevant financial data and transactions; perform other general accounting and finance duties as needed.
Guide the cost-analysis process by establishing and implementing consistent policies and procedures; evaluate proposed changes to methods, materials, and business practices through comparative and financial impact analyses; and recommend appropriate actions.
Identify and drive process improvements by developing standard and ad hoc reports, tools, and Excel dashboards, and automating reporting and forecasting processes.
Conduct market research and business intelligence analyses, including comparable-company research and valuation analyses.
Communicate financial information clearly and effectively, tailoring messages to executive and cross-functional audiences.
Present financial analyses, forecasts, risks, and recommendations to the CFO and senior leadership in a concise, decision-ready format.
Apply analytical judgment and problem-solving skills to identify trends, assess financial impacts, and recommend practical solutions.
Manage financial data, models, reports, and deadlines with accuracy, organization, and attention to detail.
Work independently, exercise sound judgment when priorities are unclear, and proactively identify issues requiring leadership attention.
Build relationships across departments and collaborate with leaders to obtain information, validate assumptions, and support business decisions.
Handle sensitive financial and business information with discretion, integrity, and professionalism.
Maintain current knowledge of relevant financial and accounting practices, business conditions, and market trends affecting forecasts and decisions.
Attend regular in-person meetings with the CFO, senior leadership, and department leaders to review financial performance, forecasts, and business priorities.