Financial Planning Analyst

ABOUT THE ROLEOur Client is seeking a Financial (FP&A) Analyst who enjoys transforming complex financial and operational data into meaningful business insights. This role offers direct exposure to executive management and Finance leadership while supporting budgeting, forecasting, KPI reporting, variance analysis, compliance reporting, and executive-level financial presentations.This is an excellent opportunity for an FP&A professional with strong Excel and financial modeling capabilities who wants their analysis to help influence business decisions within a complex organization.RESPONSIBILITIESManage and complete monthly, quarterly, and annual operating reports within established deadlines, including monthly financial performance decks, budget presentations, and ad hoc reports requested by ownershipPrepare quarterly compliance reports required by financial institutionsDevelop concise variance analyses and supporting commentary that identify and explain differences among actual results, forecasts, and budgetsEvaluate complex financial and operational data and provide management with accurate, timely insights and recommendations to support decision-makingPartner with Finance leadership to establish key performance indicators and produce recurring reports that track KPI performanceCommunicate KPI results, financial trends, and key findings to Finance leadership and senior managementPrepare monthly financial operating presentations, budget materials, and customized ad hoc reports requested by ownershipApply financial and operational data analysis techniques to develop accurate and timely recommendations that support management decisionsPerform additional duties and responsibilities as assignedQUALIFICATIONSBachelor’s degree in accounting, finance, or economics2+ years of FP&A experience within a complex business environmentStrong Excel-based financial modeling and forecasting capabilitiesAdvanced proficiency in Microsoft Excel and PowerPointExperience with business process managementDemonstrated knowledge of preparing monthly financial operating presentations, budget materials, and customized ad hoc reportsUnderstanding of quarterly compliance reporting requirements established by financial institutionsAbility to produce clear variance analyses and written explanations of the factors driving differences between actual performance, forecasts, and budgetsStrong knowledge of financial and operational data analysis techniquesExcellent interpersonal skills with an emphasis on teamwork and cross-functional collaborationStrong attention to detail and ability to consistently meet established deadlinesExcellent verbal and written communication skills with the ability to present financial information clearly to Finance leadership and senior managementPREFERRED QUALIFICATIONSPrevious experience in the manufacturing industry