Financial Planning Analyst

Financial Planning Analyst Are you passionate about helping people and making a meaningful impact across Missouri communities? Do you want to work in a welcoming culture that supports your growth—both personally and professionally? If so, we’d love to meet you. At FCS Financial, we are committed to positively impacting our customers and the communities we serve. As part of the Farm Credit System, we offer a supportive, mission-driven environment where your contributions truly matter. About the Role: We are seeking a detail-oriented and analytical Financial Planning Analyst to play a key role in organizational budgeting, forecasting, financial modeling, and strategic analysis that will directly support the long-term financial health and growth of the Association This role blends financial analysis, cross departmental partnership, reporting, and strategic insight. The ideal candidate is strong in communicating complex financial data into clear actionable recommendations to the leadership team.  Key Responsibilities: \tLead budgeting and forecasting processes \tBuild and maintain financial models for strategic planning \tAnalyze performance drivers and identify key trends \tPrepare clear and insightful reports for leadership teams \tPartner with business leaders to provide data-driven guidance \tTranslate financial insights into strategic recommendations What We Offer: \tCompetitive Salary: $75,000 - $110,000 with outstanding incentive opportunities linked to Association performance. \tComprehensive Benefits: Health, dental, vision, and a standout 401(k) plan \tFlexible Work Environment: Flexible work hours will be considered based off the candidates' qualifications and needs. \tOne Team Culture: A collaborative, supportive, people-first culture \tProfessional Growth: Opportunities to contribute to strategic decision-making and organizational success What You Need: \tEducation: Bachelor’s degree in finance, accounting, business, or related field (Master’s preferred) \tExperience: 3 years of financial analysis or related experience \tCertification Preferred: CMA certification Technical Strengths & Skills: \tStrong Excel and financial systems expertise (PowerBI, OneStream, GL software) \tExcellent communication, problem-solving, and analytical abilities \tAbility to work both independently and collaboratively This position is open until filled. Preferred office location is Jefferson City, MO. Columbia, MO would be considered after a training period. This position is classified as Exempt under the Fair Labor Standards Act. Flexible work hours will be considered based off the candidates' qualifications and needs.  Department: Finance Reports To: Controller   Job Functions* \t \t\t \t\t\t \t\t\tPercentage \t\t\t \t\t\t \t\t\tJob Functions \t\t\t \t\t \t\t \t\t\t \t\t\t40% \t\t\t \t\t\t \t\t\tFinancial Planning \t\t\t \t\t\t \t\t\t\tDevelops and implements the budget and completes additional forecasting in coordination with business units throughout the year. \t\t\t\tResponds to requests for budget information and analysis. \t\t\t\tReviews business unit strategic priorities and business plan for alignment with budget assumptions. \t\t\t\tPartners with business unit leadership to complete financial business case and ROI analysis on potential business investments, new partnerships, and/or products. \t\t\t\tSupports development of multi-year financial plans, including scenario modeling and long-range projections. \t\t\t\tProvides ad-hoc financial planning and analysis as requested from leadership. \t\t\t \t\t\t \t\t\t \t\t \t\t \t\t\t \t\t\t20% \t\t\t \t\t\t \t\t\tProfitability Analysis \t\t\t \t\t\t \t\t\t\tAnalyzes profitability results, provides insight into key drivers, and makes recommendations for profitability enhancements. \t\t\t\tPrepares, communicates, and leads discussion of profitability results with management and/or the Board. \t\t\t \t\t\t \t\t\t \t\t \t\t \t\t\t \t\t\t20% \t\t\t \t\t\t \t\t\tManagement Reporting Analysis \t\t\t \t\t\t \t\t\t\tConsolidates, prepares, and analyzes financial data to understand cause-and-effect relationships and identify drivers.  \t\t\t\tGuides business unit leadership to ensure sound financial decisions utilizing financial metrics that impact earnings, asset/liability management, and cash flows. \t\t\t\tProvides insight on business development, spreads, non-interest income, and operating expense variances. \t\t\t\tCollaborates with senior leaders to translate strategic objectives into measurable financial and operational goals. \t\t\t\tDrives continuous improvement by providing recommendations to automate, refine, and implement processes, tools, and deliverables, both within Finance and supporting business functions. \t\t\t\tAdvises department leaders on cost optimization, resource allocation, and performance improvement strategies.  \t\t\t\tTranslates complex data into clear, actionable insights tailored to financial and non-financial audiences.  \t\t\t \t\t\t \t\t\t \t\t \t\t \t\t\t \t\t\t20% \t\t\t \t\t\t \t\t\tFinancial Analysis \t\t\t \t\t\t \t\t\t\tGathers and develops financial modeling assumptions. \t\t\t\tConducts financial analysis and financial modeling in support of operational and strategic plans. \t\t\t\tEvaluates strategic initiatives by modeling financial impacts, conducting sensitivity analysis, and quantifying risks/returns. \t\t\t\tAssesses risks and opportunities and identifies key operational and financial issues to be addressed.  \t\t\t\tCommunicates trends, risks, and opportunities with clarity to support organizational decision-making, which may include presentations to senior management and/or the Board. \t\t\t \t\t\t \t\t\t \t\t \t\t \t\t\t \t\t\tn/a \t\t\t \t\t\t \t\t\tOther duties as assigned to meet the needs of the organization \t\t\t \t\t \t *Essential Function for this position consists of all items listed under any category that make up 10% or more of the job duties.  This job description is subject to change without notice.   Minimum Qualifications \tBachelor's degree in business administration, finance, accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Master's degree preferred.  \tMinimum of 3 years of financial analysis, accounting, or related experience. \tFarm Credit or Financial Services industry experience preferred. \tCertified Management Accountant (CMA) preferred.   Knowledge, Skills & Abilities \tAdvanced working knowledge of accounting principles, financial statements, and financial ratios. \tAdvanced knowledge of technology-related applications, which may include general ledger software, Excel, PowerBI, and OneStream. \tListening, written, and verbal communication skills, with ability to communicate at all levels of the organization.  \tAbility to present information and ideas clearly and understandably to others. \tStrong analytical, problem-solving, project management, and time management skills. \tHigh degree of accuracy, attention to detail, and organization. \tAbility to work independently and collaboratively with other teams to achieve goals and represent the business. \tFlexible and adaptable to changing situations. Can effectively deal with ambiguity, cope with change, shift gears comfortably, and make decisions without having 100% of the data. \tAbility to create and maintain professional relationships within all levels of the organization (peers, work groups, leadership). \tSelf-starter with ability to derive innovative solutions with little direction. \tResponsible for appropriately protecting the confidentiality, security, and integrity of the Association’s systems and data and clients’ data   We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at Human.Resources@myfcsfinancial.com and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information about our commitment to equal employment opportunity, please click here.

Salary : $75,000 - $110,000