Financial Planning Analyst

Key Responsibilities

• Aid in the preparation, coordination, and dissemination of monthly performance reports and dashboards against forecast, budget, and prior year
• Perform variance analysis by pinpointing key drivers, trends, risks, and opportunities
• Participate in annual planning, monthly forecasting, and related data gathering activities
• Create routine and ad hoc financial reports, analyses, and summaries for Finance and business partners
• Validate financial and operational data to ensure accuracy and consistency
• Support basic financial modeling and analysis of operating metrics, financial performance, and business trends
• Collaborate with FP&A team members and cross-functional stakeholders to gather inputs, clarify assumptions, and support deliverables
• Assist with month-end close support, including analysis related to accruals, reclassifications, and forecast-to-actual comparisons
• Maintain and enhance recurring reports, templates, and supporting documentation
• Contribute to process improvements that enhance reporting quality, efficiency, and data integrity

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2-4 years of experience in Finance, Accounting, FP&A, or a related analytical role
• Experience with financial analysis, forecasting, reporting, or planning preferred
• Exposure to financial systems, planning tools, or ERP/reporting platforms preferred

Skills and Competencies

• Strong analytical skills and attention to detail
• Proficiency in Microsoft Excel; PowerPoint experience preferred
• Ability to organize data, identify trends, and summarize findings clearly
• Effective written and verbal communication skills
• Strong follow-through, accountability, and willingness to learn
• Ability to manage recurring deadlines and shifting priorities
• Collaborative mindset and ability to work with Finance and cross-functional partners