Senior Financial Planning Analyst

Summary:

Join a high-visibility FP&A team as a Senior FP&A Analyst! Reporting to the Manager, FP&A, you will support budgeting, forecasting, and financial reporting across the organization. This role offers an excellent opportunity for an early- to mid-career professional who thrives in a collaborative environment and is motivated to take ownership of key financial processes.

Role Responsibilities:

• Support the annual budgeting and quarterly forecasting processes across multiple business units
• Coordinate timelines, track deliverables, and ensure adherence to reporting deadlines
• Prepare and analyze financial reports, including actuals vs. budget and forecast comparisons
• Investigate variances, identify trends, and provide actionable insights to leadership
• Collaborate with department leaders on overhead cost analysis and monthly reporting
• Assist in the maintenance and enhancement of financial planning systems (Hyperion/Essbase preferred)
• Develop and maintain weekly dashboards and recurring reporting packages
• Identify opportunities for process improvements and assist with documentation of standard procedures
• Support ad hoc analysis and reporting requests from senior leadership

Requirements:

• 2–5 years of experience in FP&A, financial analysis, or a related field
• Bachelor’s degree in Finance, Accounting, or a related discipline
• Advanced proficiency in Microsoft Excel and PowerPoint, including data analysis and financial modeling
• Experience with FP&A tools or ERP systems (Hyperion Planning/Essbase preferred)
• Strong analytical and problem-solving skills, with the ability to translate data into actionable insights
• Excellent communication skills, with the ability to collaborate effectively across departments
• Highly organized with the ability to manage multiple priorities in a deadline-driven environment

CPA, CFA, or Master’s degree completed or in progress is highly preferred.