Financial Planning Analyst

Confidential Search: We are conducting a confidential search for a Financial Planning Analyst on behalf of our client. Company details will be shared on an initial call.

Financial Planning Analyst

Job Summary:

Under the Direction of the Manager of Financial Planning and Analysis, The Financial Planning Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy.

Duties/Responsibilities:

• Analyses business and financial data.
• Creates financial models based on analyses to support organizational decision making.
• Develops financial plans and reports for organizational leaders.
• Analyzes industry trends and makes recommendations based on those trends.
• Evaluates capital expenditures and depreciation.
• Develops automated reporting and forecasting tools for more efficient use of data.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Thorough understanding of Generally Accepted Accounting Principles (GAAP).
• Thorough understanding of Generally Accepted Auditing Standards.
• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis.
• Thorough understanding of project management.
• Excellent organizational skills and attention to detail.

Education and Experience:

• Bachelor’s degree in Accounting, Finance, or related field required.
• Preferred 2-3 years’ experience in a comparable role.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.