Financial Planning and Analysis Analyst

Job Title: Financial Planning and Analysis (FP&A) Analyst

Department: Finance

Reports to: Vice President-Controller

Employment Type: Full-Time

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Job Summary:

The Financial Planning and Analysis (FP&A) Analyst plays a critical role in supporting the financial health and strategic direction of the organization. This position is responsible for managing the budgeting, forecasting, long-term planning, and financial modeling functions, while providing deep analytical insight into business performance and strategy. The FP&A Analyst collaborates with business leaders across departments to ensure alignment with financial goals and operational efficiency. Additionally, this role provides oversight and analysis of key operational data for HRIH, delivering actionable insights that drive informed decision-making and sustainable growth.

The ideal candidate is analytical, detail-oriented, and proactive, with a strong foundation in financial modeling, data analysis, and business planning.

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Key Responsibilities:

Financial Planning & Forecasting

• Assist in the preparation and coordination of the annual budgeting process and rolling forecasts.

• Collaborate with department heads to gather relevant data and ensure alignment with overall business strategy.

• Develop financial models to project long-term growth, evaluate new business initiatives, and assess investment opportunities.

• Analyze financial results and prepare regular forecast updates based on changing business conditions.

Operational & Strategic Analysis

• Provide in-depth analysis of financial and operational trends, key performance indicators (KPIs), and variances to budget and forecast.

• Translate complex data into clear insights and visualizations for business leaders.

• Support strategic initiatives through scenario planning, profitability analysis, and cost optimization recommendations.

• Participate in strategic decision-making by evaluating potential risks and opportunities using data-driven analysis.

Reporting & Communication

• Prepare accurate and timely monthly, quarterly, and annual financial reports for senior leadership.

• Deliver presentations and dashboards that clearly communicate financial performance, variances, and key drivers to stakeholders.

• Respond to ad hoc financial analysis requests and support management with insights into operational efficiency and profitability.

System Development & Process Improvement

• Lead the development and continuous improvement of financial tools, models, and systems.

• Design and implement automation processes to enhance reporting accuracy and reduce manual efforts.

• Assist in the implementation and ongoing management of budgeting and forecasting software to streamline planning and reporting activities.

• Establish and refine internal controls, ensuring data accuracy and integrity across systems and reports.

Audit & Compliance Support

• Support internal and external audit processes by compiling, analyzing, and providing requested financial data and documentation.

• Ensure compliance with financial regulations and internal policies across all financial planning activities.

Special Projects

• Participate in or lead cross-functional initiatives and special projects as assigned by finance leadership.

• Contribute to business case development and post-implementation reviews for new initiatives or major expenditures.

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Qualifications & Skills:

• Bachelor’s degree in finance, Accounting, Economics, Computer or Data Science preferred. MBA level work appreciated

• 2 years of experience in financial analysis, budgeting, or corporate finance, preferably in a mid- to large-sized organization.

• Strong analytical and problem-solving skills, with the ability to interpret and explain complex financial data.

• Advanced proficiency in Microsoft Excel and financial modeling techniques.

• Strong attention to detail and high standards for accuracy and clarity.

• Excellent communication and interpersonal skills; ability to convey financial concepts to non-financial audiences.

• Self-starter with the ability to work both independently and collaboratively in a fast-paced environment.

Job Type: Full-time

Pay: $65,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person

Salary : $65,000 - $90,000