Lead Financial Planning Analyst

Key Responsibilities

• Partner with senior leadership on financial analysis and strategic initiatives
• Lead enterprise performance tracking and company-wide initiative reporting
• Generate and distribute daily financial pulse reports forecasting monthly performance
• Lead the annual budgeting process and steward monthly financial results
• Conduct variance analysis (actual vs. forecast vs. budget)
• Track and analyze performance of large national customer accounts
• Develop and distribute monthly headcount reporting
• Prepare executive-level presentations for leadership, Board of Directors, and external lenders
• Lead OneStream optimization projects to improve reporting efficiency and analytical insight
• Maintain and enhance financial models; develop standardized and automated reporting tools
• Research financial variances and present findings with clear recommendations
• Support ad hoc analysis and strategic projects

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field
• Minimum 8 years of experience in financial, business, or data analysis
• Advanced Excel skills (complex modeling, advanced analysis techniques, pivot tables, lookups)
• Intermediate PowerPoint skills
• Strong understanding of the three financial statements, with deep expertise in P&L analysis
• Proven ability to influence and communicate effectively with senior leadership
• Strong analytical, problem-solving, and organizational skills

Preferred Qualifications

• MBA and/or CFA
• Experience with OneStream
• Experience in Finance, Accounting, Mathematics, Statistics, Economics, or Computer Science
• Experience with Power Query, PowerPivot, Power BI, or Tableau