Financial Planning Analyst (225-912)

The Financial Planning Analyst plays a pivotal role within an organization by evaluating financial data and trends to support strategic decision-making and financial planning processes. This position requires a deep understanding of financial analysis, forecasting, budgeting, and financial modeling, ensuring the organization's long-term financial health and performance are optimized. The analyst works closely with various departments, providing insightful analysis and recommendations that influence senior management's strategic decisions. They must possess strong analytical skills, attention to detail, and the ability to interpret complex data sets to communicate findings effectively. Success in this role depends on the ability to work in a dynamic environment, adapt to changing market conditions, and contribute to the financial strategies that drive the company's growth and profitability.

Responsibilities

• Develop detailed financial models to support strategic initiatives and decision-making processes.
• Analyze financial data and trends to identify risks and opportunities for business improvement.
• Prepare comprehensive budget forecasts in collaboration with department heads and executives.
• Assist in developing and monitoring performance metrics to evaluate company performance.
• Compile and present financial reports with actionable insights for management review.
• Conduct variance analyses between actual results and budgeted figures to identify discrepancies.
• Collaborate with the accounting team during the closing cycle for accurate financial reporting.
• Advise management on financial strategies and investment recommendations based on market trends.
• Support financial audits by providing necessary documentation and analytical insights.
• Evaluate business cases for new projects, ensuring alignment with financial goals and objectives.
• Participate in the development of financial strategic plans and lead scenario planning efforts.
• Ensure compliance with financial regulations and corporate policies through diligent analysis.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
• Minimum of three years experience in financial analysis, budgeting, or related roles.
• Strong proficiency in financial modeling and analysis using Excel and financial software.
• Excellent communication skills, with the ability to present complex information clearly.
• Proven ability to work with large sets of data and convert them into actionable insights.
• Detail-oriented with strong organizational and problem-solving abilities is essential.
• Knowledge of industry-specific financial regulations and compliance standards preferred.
• Experience with ERP systems like SAP or Oracle is considered advantageous.