Financial Planning and Strategy Analyst Leader
3 weeks ago
Your Role
The Senior Financial Planning Analyst works closely with the business and senior management to drive sustainable growth and retention.
Key responsibilities include forecasting, modeling, analysis, supporting business intelligence projects, preparing management presentations, identifying risks and opportunities, and facilitating design and concept gathering.
Responsibilities
- Lead the preparation of forecasts and revenue budgets.
- Prepare and disseminate timely financial and business reports to inform senior management and executives.
- Perform in-depth revenue analysis and commentary on key variances and trends.
- Engage in strategic initiatives by providing financial expertise and analysis to assess investment opportunities and potential risks.
- Facilitate the design, development, and maintenance of new reports and ensure the upkeep of necessary management reports.
- Implement best practices in financial modeling, data analysis, and reporting to improve accuracy and reliability.
- Supervise and mentor a team of financial analysts.
Qualifications and Skills
- 4-5 years' experience in financial planning and analytics.
- Business intelligence tools (Power BI).
- Budgeting and forecasting.
- Microsoft Office - PowerPoint, Excel, Word.
- Project management.
- Basic knowledge of CRM (Salesforce).
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