What are the responsibilities and job description for the Financial Planning Analyst position at New Edge Associates a Talent Acquisition Firm?
This is a CONTRACT position in banking
This role will partner with Finance and business leaders to deliver meaningful financial insights, support strategic decision-making, and improve financial performance. The ideal candidate will have prior banking FP&A experience, advanced Excel skills, strong analytical abilities, and experience with financial modeling, budgeting, forecasting, and financial reporting. This is a temp-to-perm opportunity with the potential for long-term employment.
Essential Responsibilities
- Prepare and maintain annual budgets, rolling forecasts, and financial projections.
- Perform profitability analysis and provide financial insights to support strategic business decisions.
- Analyze financial results, identify trends, variances, and key performance drivers.
- Develop financial models to support forecasting and business planning.
- Prepare monthly, quarterly, and ad hoc financial reports for senior management.
- Partner with business units to monitor financial performance and recommend improvements.
- Work with General Ledger (GL) data, cost center reporting, and financial planning systems.
- Support month-end and year-end financial reporting processes.
- Utilize advanced Microsoft Excel for financial modeling, reporting, and data analysis.
- Assist with Business Intelligence (BI) reporting and analytics initiatives.
- Ensure accuracy, integrity, and consistency of financial data.
- Participate in special financial analysis projects and process improvement initiatives.
Job Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field required.
- MBA preferred.
- Minimum 3 years of FP&A, financial analysis, or banking finance experience within a bank.
- Banking experience is required.
- Proven experience with budgeting, forecasting, financial reporting, and profitability analysis.
- Advanced Microsoft Excel skills, including financial modeling and data analysis.
- Experience working with General Ledger (GL) systems, cost centers, and financial planning tools.
- Experience with Business Intelligence (BI) platforms is a plus.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and cross-functional collaboration skills.
- Bilingual English/Spanish required.