Financial Planning & Analysis Analyst

Sequoia Financial Group Llc • Akron, OH

2h • Onsite

About The Position

We are seeking a motivated and detail-oriented FP&A Analyst to join our finance team. This role is ideal for someone who is eager to build strong financial modeling and analytical skills, enjoys working with data to uncover insights, and wants to grow their business partnership capabilities within a collaborative finance function. You will support financial modeling, business analysis, and reporting efforts that inform decision-making across the organization.

Requirements

• Bachelor's Degree in Finance, Economics, Accounting, or a related field
• 3–5 years of experience in financial planning and analysis, accounting, or a related analytical role
• Solid technical and modeling skills, including familiarity with financial statements, budgeting/forecasting processes, and variance analysis
• Strong attention to detail and a commitment to accuracy in data and reporting
• Ability to manage multiple deliverables and deadlines in a fast-paced environment
• Strong proficiency in Excel (formulas, pivot tables, basic modeling)
• Clear written and verbal communication skills, with the ability to present financial information to non-finance audiences

Nice To Haves

• Experience with Workday Adaptive Planning or a similar planning/reporting tool
• Exposure to PowerPoint or data visualization tools (e.g., Power BI, Tableau) for reporting purposes
• Prior internship or work experience in investment banking, corporate finance, or public accounting

Responsibilities

• Build and maintain financial models and analyses to support budgeting, forecasting, and ad hoc business decisions, under the guidance of senior team members.
• Partner with department stakeholders to gather data, understand key business drivers, and translate financial results into clear, actionable summaries.
• Assist in the preparation and maintenance of the annual budget and periodic forecasts, including data collection, variance analysis, and file management.
• Prepare recurring and ad hoc financial reports, dashboards, and presentations for finance leadership, ensuring accuracy and timeliness.
• Analyze actual results against budget/forecast, identify key drivers of variance, and summarize findings for review.
• Support process improvement initiatives within financial planning and reporting, including documentation and testing of new tools or templates.
• Assist with strategic projects as needed, including light support on M&A analyses, business case development, and cross-functional initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level