Senior Financial Planning & Analysis Analyst
About The Position
As a valued colleague of the team, you will play a critical role in supporting budget planning, forecasting and performance management activities. This is a highly visible role that provides direct exposure to leadership and offers the opportunity to influence planning, forecasting, performance management, and strategic decision-making across the Finance Division. You will contribute strong analytical capabilities, exceptional attention to detail, advanced Excel proficiency, and effective stakeholder management skills to deliver high-quality financial analyses, executive-ready communications, and actionable recommendations.
Requirements
- 2 years of experience.
- Strong attention to detail with demonstrated experience identifying data discrepancies, validating financial information, and maintaining high-quality outputs.
- Proficient in Microsoft Excel, including experience using formulas and pivot tables.
- Experience performing financial analysis, variance analysis, or business performance reporting.
- Strong written and verbal communication skills with the ability to translate complex data into concise and actionable insights.
- Experience preparing communications, presentations, or financial commentary.
- Shows curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence, to reimagine how we work.
Nice To Haves
- Bachelor degree or equivalent.
- Strong analytical, problem-solving, and critical-thinking skills with the ability to connect data to business outcomes.
- Ability to manage multiple stakeholders, gather inputs, build relationships, and drive deliverables to completion.
- Ability to work effectively in ambiguous environments, proactively identify issues, and recommend practical solutions.
- Experience creating executive-level presentations and data-driven business stories for senior leaders.
- Experience supporting financial planning, management reporting, or executive performance review processes.
- Experience using Anaplan or similar planning, forecasting, or enterprise performance management tools.
- Experience working with portfolio and investment planning information.
Responsibilities
- Support the budgeting, forecasting, and financial reporting processes by maintaining accurate planning data, updating forecasts, and ensuring the integrity, consistency, and quality of financial information used for decision-making.
- Analyze actual results against forecast and plan, identify key performance drivers, risks, opportunities, and emerging trends, and deliver actionable insights and recommendations that support business planning and performance management.
- Build and maintain strong partnerships by collaborating with stakeholders to gather assumptions, validate inputs, align planning expectations, and deliver timely, accurate, and insightful analysis that supports decision-making.
- Prepare executive-ready summaries, commentary, presentations, and communications that clearly explain financial performance and business insights.
- Utilize data to support prioritization decisions, strategic planning activities, portfolio discussions, and performance management routines.
- Support scenario analysis, what-if modeling, trend analysis, and ad hoc requests to provide meaningful insights to leadership.
Benefits
- Health, Life, Voluntary Lifestyle, and other benefits and perks that enhance an employee's physical, mental, emotional, and financial well-being.
- Fannie Mae incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
