Senior Financial Planning Analyst

Senior Financial Analyst (FP&A)

Location: St. Petersburg, FL

Schedule: Full-Time | Onsite

About the Opportunity

Our client, a Fortune 200 organization, is seeking a Senior Financial Analyst to join its Corporate Financial Planning & Analysis (FP&A) team. This role partners closely with Finance, Operations, and Executive Leadership to support forecasting, budgeting, financial reporting, operational analysis, and strategic decision-making.

This is an excellent opportunity for an analytical finance professional who enjoys working with large datasets, building financial models, developing executive reporting, and influencing business decisions across multiple departments.

Responsibilities

• Lead quarterly forecasting processes and collaborate with cross-functional business partners.
• Support the annual budgeting process along with monthly and quarterly forecasting activities.
• Prepare variance analyses comparing actual results against budget and forecast.
• Develop recurring financial reports and executive-level presentations.
• Analyze key business performance indicators (KPIs) and identify trends impacting profitability and operational performance.
• Build and maintain dashboards and reporting using Power BI and other business intelligence tools.
• Perform competitive and market analysis to support strategic planning initiatives.
• Collaborate with IT and data teams to develop and maintain reporting datasets.
• Participate in corporate and departmental budgeting processes.
• Identify opportunities to improve financial reporting processes and business procedures.
• Perform ad hoc financial analysis to support executive decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3–5 years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, or Accounting.
• Strong experience with financial modeling, budgeting, forecasting, and variance analysis.
• Advanced Microsoft Excel skills (pivot tables, advanced formulas; VBA is a plus).
• Experience with Power BI or similar business intelligence platforms.
• Experience with ERP and financial planning systems such as Hyperion EPM or JD Edwards is preferred.
• Strong analytical and problem-solving abilities with exceptional attention to detail.
• Excellent written and verbal communication skills with the ability to present financial information to various levels of management.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Self-motivated with the ability to work independently while collaborating across multiple business functions.

Preferred Qualifications

• Experience in a large corporate FP&A environment.
• Experience supporting executive leadership through financial reporting and business analysis.
• Experience with financial systems integration, reporting automation, artifical intelligence, or business intelligence initiatives.

Why Apply?

• Join a Fortune 200 organization with long-term career growth opportunities.
• High-visibility role with exposure to senior leadership.
• Opportunity to influence strategic business decisions.
• Collaborative, data-driven finance team.
• Competitive compensation and comprehensive benefits.