What are the responsibilities and job description for the Senior Financial Planning Analyst position at Chesapeake Search Partners?
Chesapeake Search Partners is seeking a Senior Financial Planning & Analysis Specialist to join our client in Rockville, MD. This role plays a key part in driving financial visibility, forecasting, and strategic decision support across a growing, multi-entity organization.
The position works closely with the VP of Finance and business leaders across the organization to take ownership of budgeting, forecasting, long-range planning, and financial modeling efforts. This individual will help translate financial results into meaningful insights that support decision-making across operations and corporate functions.
This is a highly analytical, business-facing FP&A role focused on improving forecasting, enhancing financial reporting, and supporting a growing organization through both organic growth and acquisitions.
Key Responsibilities:
- Take ownership of annual budgeting, forecasting, and long-range planning processes
- Build and maintain financial models, including driver-based forecasting and scenario analysis
- Analyze key business drivers including revenue, margins, operating expenses, headcount, and cash flow
- Prepare monthly and quarterly reporting packages with variance analysis and actionable insights
- Develop dashboards and KPI reporting using Excel, Power BI, or similar tools
- Partner with business leaders to support operational planning, headcount, cost structure, and investment decisions
- Support acquisition-related forecasting, reporting, and financial analysis, including the integration of acquired businesses into planning and reporting processes
- Identify opportunities to improve FP&A processes, reporting, and automation
Qualifications:
- 5-8 years of FP&A or corporate finance experience
- Strong financial modeling, forecasting, and analytical skills
- Advanced Excel required; Power BI or similar reporting tools preferred
- Strong communication skills with the ability to partner effectively with senior leadership and cross-functional teams
- Experience supporting a growing, multi-entity organization; private equity-backed experience is a plus
- Experience with ERP and/or FP&A planning systems preferred
- Bachelor's degree in Finance, Accounting, Economics, or a related field
Salary : $100,000 - $120,000