Financial Planning Analyst

The Financial Planning Analyst will work closely with the finance team to support financial planning, reporting, and decision-making processes across multiple entities. This role requires strong analytical skills and a solid understanding of financial concepts to assist with forecasting, budgeting, and performance analysis.

• Develop and maintain financial forecasts, annual budgets, and long-range plans by analyzing trends, historical data, and market conditions.
• Update and validate financial models, reports, and planning tools, ensuring consistency with the organization’s general ledger and financial systems.
• Collaborate with budget owners and cross-functional teams to create accurate budgets, improve processes, and provide variance analysis.
• Monitor financial performance, identify variances, and design reporting solutions to enhance transparency and support strategic decisions.
• Participate in financial system integrations and testing to ensure accurate, timely reporting and streamlined workflows.
• Track and report on capital projects and investment activity, ensuring timely reconciliation, adherence to budgets, and proper asset capitalization.
• Prepare financial reports and presentation materials for leadership and committees, including key data, tables, and visualizations that highlight trends and progress.
• Contribute to the documentation and continuous improvement of budgeting and forecasting policies, procedures, and systems.

• MUST HAVE a bachelor’s degree in accounting
• Minimum of 3 years of experience in financial analysis or a similar role
• Proficiency in financial modeling, data analysis, and reporting tools
• Experience with general accounting functions

• Experience with financial planning and accounting software such as Planful, Intacct, , ADP, and Salesforce
• Knowledge of Generally Accepted Accounting Principles (GAAP)