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

Storyteller Overland•Birmingham, AL

About The Position

As the Senior Financial Planner & Analyst, you will drive financial planning, forecasting, and analysis to support key business decisions. You will provide insights through financial modeling, data analysis, and performance reporting to help the organization achieve short- and long-term financial goals. The role calls for a proactive problem-solver with a strong understanding of financial principles, exceptional analytical skills, and the ability to communicate complex financial concepts effectively to stakeholders at all levels. The role is instrumental in shaping the company’s financial direction and offers the opportunity to make a tangible impact. Its mission is to provide actionable financial insights and strategic guidance that drive decisions, optimize resource allocation, and support organizational growth and profitability. It delivers accurate forecasting, budgeting, and performance analysis aligned with company objectives while fostering financial accountability and operational excellence. Anticipated outcomes include delivering accurate forecasts, budgets, and performance analyses; providing actionable insights for strategic decisions and resource allocation; implementing process improvements; ensuring compliance; and collaborating across teams to improve financial planning and operational efficiency. The position is primarily office-based, with generally minimal physical demands. Accommodations will be provided as needed in accordance with applicable laws and regulations. The role is exempt.

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.
Excellent communication and presentation skills, with an ability to influence and collaborate with stakeholders.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Ability to analyze complex data and interpret financial trends to make informed recommendations.
Attention to detail, strong problem-solving skills, and organization.
Ability to juggle multiple projects and responsibilities in a dynamic environment.
Strong interpersonal skills, technological proficiency, active listening, efficient data-entry methods, emotional intelligence, and adaptability.

Nice To Haves

MBA or CFA.
ERP experience; NetSuite is a plus.
FP&A system experience; Planful 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 executives and other stakeholders with insights and recommendations based on financial data.
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 supporting 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 key performance indicators and recommend strategies to optimize financial performance.
Support ad-hoc financial analysis and special projects.
Perform additional responsibilities and tasks as assigned to support organizational and team goals.
Implement process improvements, support compliance, and collaborate to enhance financial planning and operational efficiency.