Financial Planning Analyst

Primary Responsibilities

• Support the annual budgeting and forecasting processes by partnering with department leaders to model financial and operational plans.
• Analyze monthly financial performance, prepare variance analyses, and develop reporting packages that provide actionable business insights.
• Affiliate with financial modeling, payroll accounting, accruals, account reconciliations, and month-end close activities.
• Partner with Finance and operational leaders to support cost allocations, commission calculations, and financial planning initiatives.
• Contribute to process improvements, financial reporting enhancements, and ad hoc analysis that support organizational growth and decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related field required.
• 2+ years of experience in financial planning and analysis, corporate finance, accounting, or a related analytical role.
• Experience with financial modeling, budgeting, forecasting, and financial reporting.
• Foundational understanding of U.S. GAAP and financial statements.
• Experience working with Excel; NetSuite, Power BI, or other business intelligence tools preferred.
• Strong written and verbal communication skills with the ability to collaborate across departments.

Skills

• Financial analysis
• Budgeting and forecasting
• Financial modeling
• Advanced Excel
• Problem-solving
• Attention to detail
• Business partnership
• Time management

What we Bring to the Table

• Company-sponsored medical, dental, and vision plan for employees and their dependents
• 401(k) participation after 3 months of continuous service
• wellness program, learning development program
• life insurance, long-term disability coverage
• charitable contribution matching, volunteer time off, and employee assistance program

Benefits

• In addition to accrued vacation time and sick time, TEAM recognizes 12 paid federal holidays
• The expected California Pay Range for this position: $76,086 USD - $86,070 USD

About the Role

TEAM Services Group (“TEAM”) is a national provider of home and personal care services and household employment solutions supporting the known caregiver model, which allows families and individuals with disabilities the freedom to choose the caregivers and service providers working with them in their homes. TEAM is a mission-driven company serving over 110,000 clients and employing over 130,000 caregivers across all 50 states. We operate in a large and growing market and have grown nearly 40% annually since inception through our relentless focus on delivering best-in-class client experience. TEAM is led by a high-performing team passionate about improving access to home-based care in America.