Associate Analyst - Financial Planning

About Careertakes👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.What You’ll DoConfidential Client is seeking an Associate Analyst – Financial Planning & Analysis to support divisional finance leaders and help deliver accurate budgeting, forecasting, and financial reporting. This is an entry-level / early-career role that will expose you to corporate FP&A processes, long-term modeling, and variance analysis used for strategic decision-making.Support the Managing Director and Director as a business partner across departments.Prepare routine reporting and ad-hoc financial analyses, ensuring accurate booking of financial data.Build and maintain models used for annual operating plans and long‑term forecasts.Produce variance analysis and clear explanations for divisional and senior leadership.Perform budget and forecast scenario analysis to inform decisions and external guidance.Support contract and purchasing negotiations with finance inputs.Track and report division headcount, productivity metrics, and cost/revenue initiatives.Participate in meetings and contribute to regional finance discussions and projects.QualificationsMinimum qualificationsHigh school diploma or equivalent required.2–4 years of related finance or business administrative experience with a high school diploma, OR 0–2 years of related finance or business administrative experience with a bachelor’s degree.Proficiency with Microsoft Office (Excel required) and a working knowledge of accounting and financial statements.Must be legally authorized to work in the United States for any employer without sponsorship.Reliable, punctual attendance is an essential function.Successful completion of interview required to meet job qualification.Preferred qualificationsBachelor’s degree (preferably in finance, accounting, economics, or related field).2 years of FP&A or accounting experience, or 3 years customer experience/contact center experience.Experience with EPM/Planning tools and financial modeling.Strong analytical, organizational, and communication skills.Demonstrated understanding of the capabilities and limitations of generative AI tools and ability to use AI responsibly to support research and analysis while validating outputs.Compensation & BenefitsBase pay range: $53,960.00 to $70,334.00 (USD) per year.Compensation may vary based on experience, education, and skills. This position may also be eligible for bonus and/or long-term incentive awards.Potential benefits: medical, dental, vision, life, accident & disability insurance; parental leave; employee assistance program; commuter benefits; paid holidays and paid time off; 401(k); and flight privileges (where offered by the Confidential Client).Why JoinThis role is designed for early-career professionals and new graduates who want hands-on FP&A experience within a large, collaborative finance organization. You’ll work on real projects that impact business decisions, expand technical and cross-functional skills, and have opportunities for professional growth.Equal Opportunity & Hiring TransparencyCareertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.If you have questions about how your data is used, please contact us directly.