Senior Financial Planning & Analysis Analyst

Senior Financial Planning & Analysis Analyst

Position Summary: The Senior Financial Planning & Analysis Analyst plays a critical role in supporting the organization's financial planning, analysis, and decision-making processes. This position is responsible for developing financial models, analyzing business performance, and providing actionable insights to drive strategic initiatives and operational efficiency.

Key Responsibilities:

• Assist in the preparation of annual budgets, quarterly forecasts, and long-range financial plans.
• Perform detailed variance analysis and provide explanations for financial performance versus budget and forecast.
• Develop and maintain complex financial models to support business decisions and scenario planning in collaboration with the team.
• Partner with cross-functional teams to provide financial insights and recommendations for strategic projects.
• Monitor key performance indicators (KPIs) and prepare executive-level reports and presentations.
• Support month-end and quarter-end close processes with accurate and timely financial analysis.
• Identify opportunities for process improvements and automation within FP&A functions.
• Collaborate and quarterback cross functional initiatives as needed.
• Establish and maintain UPT based dashboards with existing software or through procurement efforts from third-party providers.
• Support process changes and champion change management.
• Monitor, review, and direct change on internal business processes.
• Use networking resources within industry on best practices.

Additional Responsibilities:

• Carries out duties assigned by management as required.

Qualifications:

Minimum Qualifications for Consideration:

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred.
• 3+ years of progressive experience in financial analysis, planning, or related roles.
• Advanced proficiency in Excel and financial modeling; experience with ERP systems and BI tools (e.g., SAP, Oracle, Power BI) preferred.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication and presentation abilities with experience influencing senior leadership.

Knowledge, Skills and Abilities:

• Excellent verbal and written communication skills
• Ability to prioritize and manage multiple processes and projects
• Self-starter with detail-oriented work habits
• Able to maintain confidentiality
• Good interpersonal skills; able to work well with wide range of individuals
• Demonstrate dependability through good attendance and adherence to timelines and schedules

Physical Requirements:

• Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, and talking, hearing and visual activity.
• Occasional lifting (up to 20 pounds).
• Working Conditions: Normal office environment. This role routinely uses standard office equipment such as computers, phones, and copier/printer/scanners. Estimated travel is less than 5%.