A Financial Planning Manager manages the planning of financial activities for a company or organization. Leads the budgeting process, prepares financial statements and business activity and forecasting reports; supervises accounting and preparation of financial reports; advises management with regard to finance decisions.
$95,000 - $150,000 per year Job Details - We are seeking a dynamic and highly analytical individual to join our team as a Senior FP&A Analyst. This is an exciting opportunity to play a key role in our finance department, contributing significantly to our strategic planning, budgeting, and forecasting processes. The successful candidate will work in a hybrid model, combining remote work with regular in-person meetings and collaboration sessions. This role offers ample scope for career advancement and the chance to work with a dedicated and professional team.
Responsibilities:
1. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, profitability, forecasting, and financial reporting. 2. Analyze and interpret financial data and compile detailed reports for management, stakeholders, and external entities. 3. Collaborate with various departments, providing financial insights and recommendations based on data analysis. 4. Conduct monthly financial reporting, variance analyses, and ad hoc reports. 5. Drive the long-range financial forecast (LRFF) process and coordinate with various teams to ensure accurate forecasts. 6. Support the Accounting team with General Ledger and Profit and Loss statement analysis. 7. Utilize PowerBI, PeopleSoft, and UI Planner to enhance data-driven decision-making processes. 8. Participate in special projects and perform additional duties as required.
Qualifications:
1. A Bachelor's degree in Finance, Accounting, or a related field. An MBA is preferred. 2. A minimum of 5 years of experience in financial planning and analysis (FP&A), corporate finance, or a related field. 3. Proficiency in financial modeling, data mining, and analysis with a strong understanding of corporate financials. 4. Advanced Excel skills, including experience with complex formulas and Excel modeling. 5. Familiarity with Accounting principles, General Ledger, and Profit and Loss Statements. 6. Experience with ERP systems, preferably PeopleSoft. 7. Knowledge of PowerBI, UI Planner, or similar business intelligence tools. 8. Exceptional analytical and problem-solving skills. 9. Excellent communication and presentation skills. 10. Ability to work in a fast-paced environment and manage multiple tasks simultaneously. 11. High degree of professionalism and integrity. 12. Ability to work both independently and as part of a team.
A bit about us:
- A well-established organization that provides essential services to businesses and communities throughout its region. The company is focused on operational excellence, long-term planning, and delivering dependable solutions to its customers and stakeholders. Known for its collaborative culture and commitment to continuous improvement, the organization offers employees the opportunity to contribute to meaningful projects while supporting sustainable growth and innovation. Why join us? - Medical/Dental/Vision Internal growth opportunities Retirement package #accounting-finance #erp #accounting #financial-modeling #general-ledger #data-mining #ad-hoc #financial-analysis #mba #powerbi #peoplesoft #variance #profit-and-loss-statements #ad-hoc-analysis #monthly-reporting #advanced-excel #budgeting-and-forecasting #excel-modeling #complex-formulas #ui-planner #corporate-financials #long-range-financial-forcast #lrff #tier2
