Senior Financial Planning Analyst

Key Responsibilities

Financial Planning & Budgeting

• Lead the annual budgeting process, collaborating with department leaders to develop accurate and comprehensive budgets.
• Consolidate budget inputs and prepare management-level reporting and presentations.
• Monitor budget-to-actual performance and identify key variances.
• Provide recommendations to improve planning accuracy and financial performance.

Forecasting

• Develop and maintain monthly and quarterly rolling forecasts.
• Analyze changes in business conditions and incorporate updates into forecast models.
• Partner with operational leaders to assess risks and opportunities impacting financial results.
• Improve forecasting methodologies and processes to increase accuracy.

Financial & Trend Analysis

• Perform detailed trend analysis on revenue, expenses, profitability, and key operating metrics.
• Identify patterns, emerging risks, and opportunities through financial and business data analysis.
• Develop dashboards and reporting packages to communicate financial performance.
• Monitor key performance indicators (KPIs) and provide actionable insights to leadership.

Business Analysis

• Support strategic initiatives through financial modeling and business case analysis.
• Evaluate financial implications of operational decisions, investments, and growth opportunities.
• Analyze business performance and provide recommendations for process improvements and cost optimization.
• Partner cross-functionally with operations, sales, and leadership teams to support decision-making.

Ad Hoc Reporting & Analysis

• Conduct special projects and ad hoc financial analyses as requested by leadership.
• Build and maintain financial models to evaluate various business scenarios.
• Prepare presentations and reports for executive management.
• Respond to time-sensitive business questions with data-driven insights.