Role Overview:
As the Senior Financial Planner & Analyst, you will be responsible for driving financial planning, forecasting, and analysis processes to support key business decisions. The Senior Financial Planner & Analyst will provide valuable insights through financial modeling, data analysis, and performance reporting to ensure the organization achieves its short- and long-term financial goals. The ideal candidate is a proactive problem-solver with a deep understanding of financial principles, exceptional analytical skills, and a strong ability to communicate complex financial concepts effectively to stakeholders across all levels of the organization.
General Responsibilities:
- Develop budgets and financial forecasts to guide decision-making,
- Provide detailed analysis of financial performance, including variances between actual results and forecasts or budgets,
- Support long-term strategic goals by analyzing financial trends and market conditions,
- Offer insights and recommendations to executives and other stakeholders based on financial data,
- Lead the preparation of annual budgets, long-term financial plans, and rolling forecasts,
- Conduct in-depth variance analyses to identify trends, risks, and opportunities,
- Develop and maintain sophisticated financial models to support 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 (KPIs) and recommend actionable strategies to optimize financial performance,
- Support ad-hoc financial analysis and special projects as needed,
- Perform additional responsibilities and tasks as assigned to support organizational and team goals.
Work Schedule:
- Flexible: Generally, Monday - Friday 8 a.m. to 5 p.m.
Qualifications/Skills:
ERP experience (NetSuite a plus), [FP&A system experience (Planful a plus)], strong ability to analyze complex data, ability to interpret financial trends & make informed recommendations, attention to detail, strong problem solver, organized, capable of effectively juggling multiple projects and responsibilities in a dynamic environment, strong interpersonal skills, technologically proficient, active listener, efficient data entry methods to maintain high-quality records, emotionally intelligent, and adaptable.
Education and Experience:
- Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
- 5+ years of experience in financial planning and analysis, corporate finance, or related roles.
- Advanced proficiency in Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau).
- Strong understanding of accounting principles and financial systems (e.g., SAP, Oracle).
- Excellent communication and presentation skills with a focus on influencing and collaborating with stakeholders.
- Proven ability to manage multiple priorities and work effectively in a fast-paced environment.
- This role is instrumental in shaping the financial direction of the company and offers the opportunity to make a tangible impact.
- If you are driven by data, passionate about financial strategy, and ready to lead with confidence, we encourage you to apply!
Position Scorecard:
- Core Competencies: Trusted Advisor, Financial Acumen, Modeling, Analytical Thinking, Business Acumen, Technological Proficiency, Communication Skills, Attention to Detail, Problem-Solving, Collaboration, Time Management, Adaptability, Strategic Insight, Ethical Judgment, AI-Enabled Financial Acumen
- Position Mission: To provide actionable financial insights and strategic guidance that drive decision-making, optimize resource allocation, and support the achievement of organizational growth and profitability goals. This role is essential in delivering accurate forecasting, budgeting, and performance analysis while ensuring alignment with company objectives and fostering a culture of financial accountability and operational excellence.
- Anticipated Outcomes: Deliver accurate financial forecasts, budgets, and performance analyses that align with company growth and profitability goals, while providing actionable insights to drive strategic decision-making and optimize resource allocation. Implement process improvements, ensure compliance, and collaborate with cross-functional teams to enhance financial planning and operational efficiency.
Physical Requirements:
Candidates should be prepared for the following:
- Sitting: The majority of the workday will be spent sitting at a desk, using a computer, and performing tasks that require sustained attention and focus.
- Light Lifting: Occasionally, employees may need to lift and carry boxes or office supplies weighing up to 50 pounds.
- Reaching and Stretching: There may be instances where reaching or stretching is required to access files, office equipment, or supplies.
- Visual and Mental Concentration: The position may require employees to read documents, analyze data, and perform tasks that demand a high level of visual and mental concentration.
- Repetitive Tasks: Some tasks may involve repetitive motions, such as filing, scanning, or using office equipment, which may require attention to ergonomics and comfort.
- Ability to Sit and Stand for Meetings: Meetings or discussions may require employees to sit or stand for varying periods.
It's important to note that this job primarily involves office-based work, and the physical demands are generally minimal. Accommodations will be provided as needed to ensure the comfort and well-being of employees in accordance with applicable laws and regulations.
Exemption Status: Exempt
