What are the responsibilities and job description for the Financial Planning Analyst position at The Intersect Group?
Financial Analyst / FP&A Analyst
Position Summary
We are seeking a motivated and analytical Financial Analyst / FP&A Analyst to support financial planning, reporting, forecasting, and business analysis. This role will work closely with cross-functional teams to analyze financial and operational data, identify trends, support business planning, and provide actionable insights to leadership.
The ideal candidate is detail-oriented, analytical, comfortable working with complex data, and interested in leveraging financial systems and technology to improve processes and reporting.
Key Responsibilities
- Manage and maintain OneStream permissions, hierarchies, uploads, and related system activities.
- Collaborate with cross-functional teams to gather, analyze, and interpret financial and operational data.
- Perform detailed financial, variance, and trend analysis to identify key performance indicators and business insights.
- Develop and maintain financial models, forecasts, budgets, and scenario analyses to support short- and long-term business planning.
- Prepare accurate and timely financial reports for management and key stakeholders.
- Support monthly, quarterly, and annual financial reporting processes.
- Assist with the annual planning and budgeting process.
- Conduct ad-hoc financial analysis and support special projects as needed.
- Identify opportunities to improve financial processes, reporting, and data management.
- Assist with financial systems administration and contribute to process improvement initiatives.
Required Qualifications
- 1–2 years of experience in FP&A, financial analysis, accounting, or a related field.
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- Experience with financial planning and analysis, including budgeting, forecasting, variance analysis, and scenario analysis.
- Strong understanding of financial concepts, financial modeling, and forecasting techniques.
- Advanced proficiency with Microsoft Excel and experience working with complex data sets.
- Experience with ERP systems, financial planning software, or reporting platforms; OneStream experience is highly preferred.
- Strong analytical, critical-thinking, and problem-solving skills.
- Excellent written and verbal communication skills.
- Strong attention to detail and ability to maintain accuracy in financial reporting.
- Ability to work independently, prioritize multiple responsibilities, and meet deadlines in a dynamic environment.
Preferred Qualifications
- Experience administering or supporting OneStream or similar financial planning and consolidation platforms.
- Experience with financial systems, reporting automation, or data analytics tools.
- Interest in emerging technologies, automation, and AI-driven financial processes.
- Experience with process improvement or developing more efficient reporting workflows.
- Power BI, SQL, Python, or other analytical/technology experience is a plus.
Salary : $80,000 - $90,000