Financial Planning Analyst 09F25

A Financial Planning Analyst plays a crucial role in the financial health and strategy of a company by providing valuable insights into its financial status, projecting future financial outcomes, and assisting in critical decision-making processes. The Financial Planning Analyst is responsible for analyzing and interpreting financial data, developing forecasts and models, and preparing comprehensive financial reports for management and stakeholders. These professionals are detail-oriented, analytical thinkers with a strong background in finance and accounting, capable of identifying trends and areas for improvement. They operate in high-paced environments and are key contributors to strategic planning, budgeting, and financial performance review, ensuring that the organization’s financial strategies align with its business objectives.

Responsibilities

• Analyze and interpret complex financial data to inform decision-making processes.
• Develop financial models to project company performance and assess financial health.
• Prepare detailed financial reports for management and stakeholders on a regular basis.
• Collaborate with departmental managers to align financial planning with organizational goals.
• Conduct thorough variance analysis to compare budgeted and actual financial outcomes.
• Assist in the annual budgeting process and monitor adherence throughout the fiscal year.
• Identify financial trends, opportunities, and risks for proactive management action.
• Support strategic planning initiatives with financial insights and market trends analysis.
• Advise on potential investments or cost-saving opportunities for enhanced profitability.
• Contribute to the development and enhancement of financial systems and processes.
• Ensure compliance with financial regulations and internal policies during all analyses.
• Maintain updated knowledge of industry best practices and financial regulations.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Minimum of three years' experience in financial planning and analysis roles.
• Proficiency in financial modeling and forecasting techniques and tools.
• Excellent analytical and critical thinking skills with attention to detail.
• Strong communication skills, able to present complex information clearly.
• Advanced knowledge of financial software and platforms, such as Excel and ERP systems.
• Ability to work under pressure and manage multiple tasks to meet deadlines.
• Professional certification such as CFA or CPA is highly desirable.
• Experience with data analysis and business intelligence tools is a plus.