What are the responsibilities and job description for the Financial Planning & Analysis Analyst position at Dinsmore \u0026 Shohl LLP?
Dinsmore is seeking a Financial Planning & Analysis Analyst at our Cincinnati, OH location.
This role will support budgeting, forecasting, management reporting, and business analytics initiatives that help leaders make informed decisions. The Analyst will leverage Excel, Power BI, and other financial tools to transform data into meaningful insights, identify trends, and support strategic projects across the Firm. The ideal candidate is naturally inquisitive, detail-oriented, enjoys solving complex business problems, and possesses strong financial and analytical skills that can effectively communicate findings to both financial and non-financial audiences.
Responsibilities
- Leads in the preparation of annual budgets, quarterly forecasts, and long-range financial plans
- Support the monthly financial reporting process, including variance analysis and management reporting within given deadlines
- Meets with budget leaders regularly to support forecast/budget goals
- Analyzes financial data to identify variances, trends, and opportunities for improvement
- Updates financial schedules monthly/quarterly/yearly in a timely manner
- Collaborate with cross-functional teams to gather relevant information for financial analysis
- Continuously improving financial processes to enhance efficiency and accuracy
- Provides regular communication of various project status to finance leaders
- Prepare ad-hoc financial analyses and reports as needed
- Other duties as assigned
Requirements
- Bachelor’s degree in Business, Finance, Accounting, or a related field
- 3-5 years of experience in financial planning and analysis, budgeting and reporting, business operations or a similar role
- Knowledge of accounting principles and financial statement analysis
- Proficiency in Microsoft Excel and financial software applications required
- Financial modeling and analytical skills are strongly preferred
- Experience in Aderant, Big-Hand Iridium Budget preferred
- Experience building Power BI Models preferred but not required
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively in a fast-paced environment
- Strong attention to detail and problem-solving abilities
Equal Opportunity Employer