Financial Planning Analyst

Infinx • , (Multiple States)

2d • Remote

About The Position

Under general direction, the Financial Planning Analyst will play a key role in supporting Infinx's financial strategy, budgeting, forecasting, and reporting activities. You will analyze complex financial data, develop financial models, and provide insights that help guide business decisions.

Requirements

• Master's degree in Business Administration preferred
• 2-3 years in financial planning & analysis or related roles
• Strong hands-on experience with Excel and financial modeling, forecasting, and analysis
• Strong PowerPoint presentation skills to effectively communicate financial insights
• Excellent communication skills with a high level of confidence and assertiveness
• Ability to interact and partner with CXOs and senior finance leaders without hesitation
• Strong business acumen and mindset with the ability to understand the broader impact of financial decisions
• Willingness to collaborate closely with both US and India teams, including occasional flexibility to support cross-time-zone requirements
• Excellent organizational, time management, communication, and interpersonal skills
• Ability to multitask, adapt to fast moving and ambiguous environments, and bring clarity through structured problem solving and prioritization

Nice To Haves

• Experience in healthcare tech or SaaS environment preferred
• Experience with data visualization tools (e.g., PowerBI, Tableau) preferred
• Experience with ERP or financial systems (e.g., NetSuite, SAP, Oracle) preferred

Responsibilities

• Develop and maintain financial models to support annual budgeting and quarterly forecasting cycles
• Analyze financial performance versus budget and forecast to identify key trends, risks, and opportunities
• Partner with business leaders to understand operational drivers and integrate them into financial forecasts
• Prepare monthly and quarterly financial reports, dashboards, and variance analyses
• Support management with ad-hoc financial analyses to evaluate business performance and strategic initiatives
• Consolidate financial data from multiple sources to deliver accurate and timely insights
• Assist in evaluating investment opportunities, cost-saving initiatives, and ROI for strategic projects
• Provide scenario modeling and sensitivity analyses to support planning and leadership decisions
• Identify opportunities to streamline financial processes, automate reporting, and enhance data accuracy
• Other duties as assigned

Benefits

• flexible work hours when possible
• Access to a 401(k) Retirement Savings Plan.
• Comprehensive Medical, Dental, and Vision Coverage.
• Paid Time Off.
• Paid Holidays.
• Pet Care Coverage
• Employee Assistance Program (EAP)
• discounted services

What This Job Offers

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