
Strategic Financial Planner
2 days ago
We are seeking a seasoned Senior Financial Planning Analyst to join our Finance team.
The ideal candidate will have a strong background in financial modeling, budgeting, and forecasting, with excellent analytical and problem-solving skills.
This role will own core forecasting and reporting processes, build automation into our analytics stack, and collaborate closely with cross-functional stakeholders to deliver actionable financial insights.
The selected individual will lead annual budgeting, quarterly forecasts, and long-range planning in collaboration with business teams.
They will also conduct variance analysis (budget vs actuals) with clear explanations of business drivers and emerging trends.
A key responsibility will be designing and owning financial models for scenario planning, unit economics, pricing, and strategic initiatives.
Key Responsibilities:- Forecasting & Reporting
- Develop and maintain accurate and timely financial forecasts, budgets, and reports.
- Analyze variances and provide recommendations for improvement.
- Create and implement financial models to support business decisions.
- Automation & Technology
- Design and develop automated reporting systems to streamline recurring insights.
- Identify opportunities to automate manual workflows (reporting, data collection, reconciliation).
- Leverage technology and AI tools to enhance reporting processes, build smarter visualizations, and uncover deeper insights.
- Collaboration
- Partner with cross-functional teams to align business drivers with financial implications and planning outcomes.
- 4+ years of experience in FP&A, Corporate Finance, Consulting, or Investment Banking.
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA is a plus).
- Strong knowledge of financial modeling, budgeting, forecasting, and performance analysis.
- Advanced Excel and PowerPoint skills.
- Strong experience with BI and automation tools (e.g., Tableau, Power BI, Looker); SQL or Python a plus.
- Certification in data analytics or business intelligence (e.g., Microsoft Certified, Tableau Certification) is a plus.
- Proven ability to manage multiple priorities and meet tight deadlines.
- Excellent communication and storytelling skills to explain financial concepts to non-finance stakeholders.
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