Financial Planning Analyst

We are seeking a driven Financial Planning & Analysis (FP&A) Analyst to join our client's growing team. The position will play a crucial role in supporting financial planning and analysis activities, with a focus on developing financial models, utilizing data visualization tools (e.g., Power BI), and assisting in strategic decision-making processes. This position offers the opportunity to work closely with senior management, private equity investors, and cross-functional teams to drive the organization's financial objectives.

Assist in financial analysis, strategic planning and financial reporting, which may include acquisitions and geographic expansion.

Reports to the Manager, Financial Planning and Analysis (FP&A).

Works closely with Chief Financial Officer (CFO) and private equity (PE) investors for all financial reporting needs.

Duties And Responsibilities

Financial Analysis:

Conduct thorough financial analysis, including reviewing financial statements, performing scenario analysis, and evaluating trends.

Prepare monthly management discussion and analysis (MD&A) reports for distribution to senior management and stakeholders.

Develop and maintain comprehensive financial models to support strategic decision-making and resource allocation.

Monitor key performance indicators (KPIs) and business drivers to identify optimization opportunities.

Create and maintain standardized reporting templates and dashboards using Excel and Power BI to facilitate data-driven decision-making.

Strategic Planning and Budgeting

Assist in leading the budgeting process by collaborating with department heads and senior management to align financial goals with strategic objectives.

Develop integrated budgeting models incorporating detailed assumptions and strategic scenarios.

Conduct regular budget reviews, identifying areas of concern and recommending actions for goal attainment.

Assist in developing long-term strategic plans, including dynamic financial modeling and growth assumptions.

Financial Reporting and Presentations

Support the development and oversight of board meeting presentations.

Prepare financial reports, including monthly, quarterly, and annual financial statements with commentary.

Collaborate with cross-functional teams to ensure consistency in financial reporting and alignment of financial information

Education And Experience

Bachelor’s Degree in accounting, Finance, Business Management, Economics, or related field preferred

2+ years’ experience in financial analysis, planning, and budgeting.

~4 years of professional work experience.

Proficiency in financial modeling, data analysis, and advanced Excel and PowerPoint skills.

Experience with Power BI tools to create dashboards and KPIs is preferred.

Strong analytical and problem-solving abilities with attention to detail.

Excellent communication and presentation skills, with the ability to translate complex financial concepts into actionable insights.

Ability to work effectively in a team environment and across multiple business units.