Financial Planning Analyst

We are seeking a highly analytical and detail-oriented Financial Planning Analyst to join our dynamic finance team. This role supports strategic decision-making by delivering insightful financial analysis, forecasting, and reporting across multiple entities and international operations. The ideal candidate thrives in a fast-paced, private equity-backed environment and is comfortable navigating complex organizational structures.

Key Responsibilities

Budgeting & Forecasting

• Assist in the development of annual budgets and rolling forecasts across global business units.
• Partner with business leaders to gather inputs and validate assumptions.

Financial Analysis

• Analyze financial performance, identify trends, and provide actionable insights to support strategic initiatives.
• Prepare variance analyses comparing actuals to budget/forecast.

Reporting

• Develop and maintain dashboards and management reports for internal stakeholders and PE sponsors.
• Support monthly and quarterly reporting cycles, including board and investor presentations.

Modeling

• Build and maintain financial models to evaluate business scenarios, investments, and strategic initiatives.
• Support M&A activity with financial due diligence and integration planning.

Cross-Functional Collaboration

• Work closely with Accounting, Operations, and Business Development teams to ensure alignment and accuracy of financial data.
• Support ERP and system implementations or enhancements as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus.
• 3–5 years of experience in FP&A, investment banking, or corporate finance.
• Experience in a multi-entity, international environment preferred.
• Strong Excel and financial modeling skills; experience with BI tools
• Excellent communication and presentation skills.
• Ability to manage multiple priorities and meet tight deadlines.