Senior Financial Planner & Analyst (or Manager for the right candidate) Job Description

Storyteller Overland•Birmingham, AL

About The Position

The Senior Financial Planner & Analyst is responsible for driving financial planning, forecasting, and analysis to support business decisions and the organization’s short- and long-term financial goals. The role provides insights through financial modeling, data analysis, and performance reporting, and communicates financial concepts and recommendations to stakeholders across the organization. The posting notes that the role may be titled Manager for the right candidate. This role leads annual budgeting, long-term financial planning, and rolling forecasts; analyzes financial performance and variances; develops models for strategic initiatives and investment decisions; monitors KPIs; and collaborates with cross-functional teams and executive leadership. It also supports ad-hoc analysis, special projects, process improvements, compliance, and organizational and team goals. The position is described as instrumental in shaping the company’s financial direction and supporting growth, profitability, resource allocation, and operational efficiency. The work is primarily office-based, with a generally flexible Monday–Friday schedule of 8 a.m. to 5 p.m. The role is exempt. Physical demands are generally minimal and may include extended sitting and computer use, occasional lifting and carrying of office supplies up to 50 pounds, reaching or stretching, concentrated reading and data analysis, repetitive office tasks, and sitting or standing during meetings. Accommodations will be provided as needed.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
At least 5 years of experience in financial planning and analysis, corporate finance, or related roles.
Advanced proficiency in Excel, financial modeling, and data visualization tools such as Power BI or Tableau.
Strong understanding of accounting principles and financial systems such as SAP or Oracle.
Ability to analyze complex data and interpret financial trends to make informed recommendations.
Strong attention to detail and problem-solving skills.
Ability to stay organized and manage multiple projects and responsibilities in a dynamic, fast-paced environment.
Strong interpersonal, communication, and presentation skills, including the ability to influence and collaborate with stakeholders.
Technological proficiency and efficient data-entry methods to maintain high-quality records.
Active listening, emotional intelligence, and adaptability.

Nice To Haves

MBA or CFA preferred.
NetSuite ERP experience is a plus.
Planful FP&A system experience is a plus.

Responsibilities

Develop budgets and financial forecasts to guide decision-making.
Analyze financial performance, including variances between actual results and forecasts or budgets.
Analyze financial trends and market conditions to support long-term strategic goals.
Provide financial insights and recommendations to executives and other stakeholders.
Lead preparation of annual budgets, long-term financial plans, and rolling forecasts.
Conduct variance analyses to identify trends, risks, and opportunities.
Develop and maintain financial models for strategic initiatives and investment decisions.
Collaborate with cross-functional teams to provide financial insights and guidance.
Present financial results, forecasts, and recommendations to executive leadership.
Monitor KPIs and recommend strategies to optimize financial performance.
Support ad-hoc financial analysis and special projects.
Perform additional responsibilities and tasks assigned to support organizational and team goals.
Implement process improvements, support compliance, and collaborate to enhance financial planning and operational efficiency.