Sr. Financial Planning Analyst (Financial Reporting and Projects)
About The Position
The FP&A Analyst III for the HCS segment supports financial planning and reporting across the segment, with a focus on data accuracy, process execution, and reporting tools such as Power BI, Essbase, SAP, and Hyperion. The role reports to the Director, FP&A – HCS segment. The successful candidate brings strong analytical skills, attention to detail, and the ability to work cross-functionally to deliver reliable, timely reporting. The position supports segment forecast, Annual Operating Plan (AOP), and Long Range Planning (LRP) processes; assists with monthly reporting and consolidation of results across business units; and prepares financial bridges and KPI reporting for senior leadership. It also partners with Business Units and the AI/BI team on AI-driven finance projects, dashboards, automation, and standardized reporting solutions. The analyst coordinates with BU and corporate finance teams and provides ad hoc analytical support and project assistance to the Director/VP, Finance – HCS segment.
Requirements
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
- 4–6 years of progressive experience in financial planning and analysis or related finance roles.
- Experience supporting budgeting, forecasting, and reporting processes.
- Strong analytical skills and attention to detail.
- Strong communication skills and ability to collaborate effectively across teams and functions.
- Proficiency with financial systems and tools.
Nice To Haves
- Experience supporting multi-site or global teams.
- Power BI experience.
Responsibilities
- Support segment forecast, Annual Operating Plan (AOP), and Long Range Planning (LRP) processes, including data compilation and validation.
- Assist with monthly reporting and consolidation of results across business units.
- Prepare financial bridges and KPI reporting for review by senior leadership in the segment and business.
- Partner with Business Units and the AI/BI team to support AI-driven finance projects that improve reporting and decision-making.
- Support the development and maintenance of financial dashboards for segment and BU reporting, incorporating AI and automation capabilities where applicable.
- Collaborate with cross-functional teams to identify opportunities to streamline and automate recurring financial processes using AI and BI tools.
- Support standardization of reporting formats across business units, working with the AI/BI team on scalable, repeatable solutions.
- Coordinate with BU finance teams and the corporate finance team on recurring reporting needs and initiatives.
- Provide analytical support to the Director/VP, Finance – HCS segment on ad hoc analyses and special projects.
Benefits
- Annual bonus in accordance with the terms of the Company's applicable plan.
- 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.
- Up to 12 days of paid time off per year, depending on date of hire and eligibility.
- 2 paid well-being days per year, depending on date of hire and eligibility.
- 1 paid volunteer day per year, depending on date of hire and eligibility.
- 12 paid holidays per year, depending on date of hire and eligibility.
- 3 floating holidays per year, depending on date of hire and eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
