Financial Planning Analyst
About The Position
Under general supervision, provides moderately complex accounting, financial reporting, planning and analysis of an organization's expenditures and initiatives. Duties include, but are not limited to: Performs quantitative analysis and insight of operational and financial data. Prepares financial reports for internal use at the company by collecting, analyzing, formatting, and presenting information. Builds budgets and forecasts of future company performance. Provides general financial analysis and support of the organization including statistical analysis and cost reduction opportunities. Develops and maintains effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues. Maintains various systems / databases for budget analysis, allocations and forecasts. Resolve workflow inefficiencies through process optimization. Assists in other financial research projects and analyses of operational results.
Requirements
- Requires a bachelor’s degree or an equivalent combination of education and experience.
- Requires at least 5 years related experience
- Strong organizational skills, attention to detail
- Proficient with SQL, PowerPivot, Power Query Microsoft Office applications, and advanced Excel.
- Knowledge of enterprise systems (e.g., Microsoft Great Plains, SAP, Hyperion).
- Good interpersonal, written and verbal communication skills.
Responsibilities
- Performs quantitative analysis and insight of operational and financial data
- Prepares financial reports for internal use at the company by collecting, analyzing, formatting, and presenting information
- Builds budgets and forecasts of future company performance
- Provides general financial analysis and support of the organization including statistical analysis and cost reduction opportunities
- Develops and maintains effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues
- Maintains various systems / databases for budget analysis, allocations and forecasts
- Resolve workflow inefficiencies through process optimization
- Assists in other financial research projects and analyses of operational results
Benefits
- matching 401(k)
- comprehensive health and wellness
- perks and discounts
- pet insurance
- free subscriptions
- tuition reimbursement
- medical, dental, and vision insurance
- prescription drug coverage
- 401(k) retirement plan
- short-term disability insurance
- 8 weeks paid birthing leave
- 2 weeks paid bonding leave
- life and long-term disability insurance
- 12 days paid time off
- 2 paid well-being days
- 1 paid volunteer day
- 10 paid holidays
- 3 floating holidays per year
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
