Financial Planning Analyst

About the role

The Financial Planning Analyst supports Alaska Airlines’ Financial Planning & Analysis team by delivering financial insights, models, and performance analysis that inform business decisions and cost management. This role partners with leaders and cost center owners to support planning, forecasting, reporting, and financial initiatives in a fast-paced, high-visibility environment.

Responsibilities

• Financial Planning Analyst I: Analyze financial data to identify trends, variances, and performance drivers. Support development of forecasts, budgets, and financial models. Prepare recurring and ad hoc financial reports for stakeholders. Assist with variance analysis and explains drivers of financial performance. Collaborate with cost center owners to gather inputs and validate assumptions. Contribute to process improvements and support operational efficiency initiatives.
• Financial Planning Analyst II: Analyze financial results and identify key drivers, trends, and risks. Develop forecasts, budgets, and financial models with limited supervision. Provide insights and recommendations to support business decision-making. Partner cross-functionally on planning, budgeting, and performance management. Build and enhance reporting tools and dashboards. Support strategic initiatives and evaluate financial impact of business decisions.
• Financial Planning Analyst III: Lead complex financial analysis, forecasting, and modeling efforts. Develop scenario analyses and provide strategic recommendations. Partner with senior leadership to guide financial planning and performance. Identify risks and opportunities and influence decision-making outcomes. Drive process improvements and enhance financial reporting capabilities. Mentor junior analysts and provides subject matter expertise.

Requirements

• Financial Planning Analyst I: Required Bachelor’s degree with a focus in finance, accounting, economics, or related field, or two years of experience in finance, accounting, investment banking, or related area in lieu of this degree. Working knowledge of accounting/finance fundamentals. Proficiency with Microsoft Excel and databases in general, including experience with a variety of Excel's math functions and pivot tables.
• Financial Planning Analyst II: Required 2 years of experience in finance, accounting, investment banking, or related area. Bachelor’s degree with a focus in finance, accounting, economics, or related field, or an additional two years of relevant training/experience in lieu of this degree. Working knowledge of accounting/finance fundamentals. Self-starter with the ability to set and balance priorities, work independently and take ownership. Proficiency in Microsoft Excel and databases in general, including experience with a variety of Excel's math functions and pivot tables.
• Financial Planning Analyst III: Required 4 years of experience in finance, accounting, investment banking, or related area. Bachelor’s degree with a focus in finance, accounting, economics, or related field, or an additional two years of relevant training/experience in lieu of this degree. Experience using net present value (NPV) and associated calculations as a decision-making tool. Experience with cash flow and balance sheet metrics as well as activity-based costing. Knowledge of reporting fundamentals. Proficiency with Microsoft Office Suite, particularly with Excel (and large datasets) and PowerPoint. Strong communication skills, with an ability to explain complex concepts to audiences of varying organizational levels, including executive management.

Qualifications

Required at all levels: High school diploma or equivalent. Minimum age of 18. Must be authorized to work in the U.S.

Skills

• Financial Planning Analyst I: Working knowledge of accounting/finance fundamentals. Proficiency with Microsoft Excel and databases in general, including experience with a variety of Excel's math functions and pivot tables.
• Financial Planning Analyst II: Self-starter with the ability to set and balance priorities, work independently and take ownership. Proficiency in Microsoft Excel and databases in general, including experience with a variety of Excel's math functions and pivot tables.
• Financial Planning Analyst III: Experience using net present value (NPV) and associated calculations as a decision-making tool. Experience with cash flow and balance sheet metrics as well as activity-based costing. Knowledge of reporting fundamentals. Proficiency with Microsoft Office Suite, particularly with Excel (and large datasets) and PowerPoint. Strong communication skills, with an ability to explain complex concepts to audiences of varying organizational levels, including executive management.

Benefits

Free stand-by travel privileges on Alaska Airlines, Hawaiian Airlines & Horizon Air
Comprehensive well-being programs including medical, dental and vision benefits
Generous 401k match program
Annual bonus plans
Generous holiday and paid time off

Pay

Salary Range: $66,000-$149,800 / year
Pay Details: Financial Analyst I (Exempt): $66,000 - $92,400
Financial Analyst II (Exempt): $78,300 - $117,450
Senior Financial Analyst/Financial Analyst III (Exempt): $99,850 - $149,800
Salary Details: Pay will be based on multiple factors, including and not limited to location, relevant experience/level and skillset while balancing internal equity relative to other Alaska/Hawaiian/Horizon employees.

Regulatory Information

Equal Employment Opportunity Policy Statement: It is the policy of Alaska Airlines, Hawaiian Airlines and Horizon Air to comply with all applicable federal, state and local laws governing nondiscrimination in employment and to ensure equal opportunity in all terms, conditions, and benefits of employment or potential employment.