Senior Financial Planning Analyst

We are seeking a highly analytical and business-savvy Senior Financial Leader to join our Corporate Development team. This individual will act as a trusted partner to the CFO, leading financial modeling, strategic analysis, and enterprise-wide initiatives that shape the company’s growth trajectory.

The ideal candidate brings strong financial modeling expertise, a commercial mindset, and the ability to influence decision-making in a fast-paced, high-growth environment.

Key Responsibilities

Financial Planning & Forecasting Leadership

• Lead the development and management of a rolling 12-month forecast, partnering with Sales and Operations to drive accuracy and accountability
• Support and help drive the annual budgeting process, including assumption validation, model ownership, and consolidation
• Deliver flash reporting within two days of month-end, providing leadership with early insights into financial performance
• Partner closely with Accounting leadership during month-end and quarter-end close to support key decisions

Financial Modeling & Strategic Leadership

• Own and develop complex financial models to support strategic initiatives, capital investments, and business growth
• Lead variance analysis and performance reviews, identifying key drivers and actionable insights
• Drive pricing, margin, and cost optimization strategies through detailed financial analysis
• Design and implement bid models and performance tracking tools to evaluate and improve project outcomes
• Lead the development and presentation of capital investment proposals aligned with long-term strategy

Corporate Development & Business Partnership

• Serve as a strategic advisor to executive leadership, including direct partnership with the CFO
• Evaluate and lead analysis on growth opportunities, including M&A, geographic expansion, and new product offerings
• Identify and drive initiatives to improve profitability and return on investment
• Build strong cross-functional relationships and influence decision-making across the organization

Reporting & Performance Insights

• Lead the development of financial dashboards, KPIs, and reporting frameworks to enhance visibility and accountability
• Provide leadership with insights into revenue, margins, customer trends, DSO, DIR, and operational performance
• Proactively identify risks and opportunities, driving data-informed decisions
• Ensure data integrity and consistency across ERP systems and reporting tools

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 3–5 years of experience in corporate finance, investment banking, private equity, or FP&A
• Advanced financial modeling and analytical skills
• Experience in private equity or high-growth environments strongly preferred
• CPA or CFA designation is a plus

Key Competencies

• Strong business acumen with the ability to influence strategy and outcomes
• Ability to operate as a leader and trusted advisor to senior leadership
• Proven ability to manage multiple priorities in a fast-paced environment
• Excellent communication, presentation, and stakeholder management skills
• Self-starter with a results-driven and ownership mindset