Senior Financial Planning Analyst

Hello Hire Talent Solutions is pleased to lead this search for one of our excellent technology clients in the Cincinnati area.

POSITION SUMMARY

We are seeking a strategic and analytical Financial Planning & Analysis Senior Analyst to join our team. This is a hybrid role, where the successful candidate will be required to work both remotely and on-site at our office in Cincinnati as needed. As a Financial Planning & Analysis Senior Analyst, you will play a crucial role in long-range strategic planning and annual budgeting, partnering cross-functionality with senior operational leaders to align financial investments to our strategic objectives. With exceptional analytical skills and in-depth understanding of financial planning and reporting, you will be instrumental in driving financial excellence and supporting the company's growth and profitability.

KEY AREAS OF RESPONSIBILITY

Financial Planning and Budgeting:

• Partner with the VP of Finance to own the company's annual budgeting and forecasting processes, ensuring accurate and timely financial projections.
• Collaborate with cross-functional teams to align financial plans with the organization's strategic objectives.
• Analyze historical data, identify trends, and provide insights to support decision-making.
• Implement and maintain robust financial modeling and scenario planning capabilities, including base case, upside, and downside cases.

Performance Monitoring and Reporting:

• Establish and maintain a comprehensive financial reporting system to track and analyze key performance indicators, particularly those related to headcount efficiency.
• Prepare and present insightful financial reports, dashboards, and presentations for executive management, Board Directors, and other key stakeholders.
• Identify and address any variances between actual and planned performance, proposing corrective actions as needed.

M&A & Board Reporting:

• Collaborate with cross-functional leaders to prepare quarterly business update materials for Board of Directors meetings.
• Support senior finance leadership on acquisition integration planning and analysis on potential acquisition targets.

DESIRED TRAITS AND QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum 3-5 years of progressive experience in finance, whether it be in FP&A, investing, or accounting.
• Strong proficiency in financial modeling and data analysis. Experience with SaaS financial model is strongly preferred.
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights.
• Experience with financial, planning, and/or ERP software - Netsuite as a baseline is preferred.
• Must have a "systems mindset" in addition to a financial one - the ability to ramp on new software quickly and understand where critical data resides and how to most effectively bring all the pieces together for a comprehensive view of the business.
• Effective communication and presentation skills, with the ability to translate financial information for non-financial stakeholders.
• Ability to work in a hybrid environment, with the flexibility to work both remotely and on-site as needed.