Financial Planning Analyst

We are seeking a Financial Planning Analyst to join our clients team! This role is on a hybrid schedule.

Responsibilities:

• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop and maintain financial models for various business units and projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Collaborate with cross-functional teams to gather relevant information for financial analysis.
• Support the monthly financial reporting process, including variance analysis and management reporting.
• Prepare ad-hoc financial analyses and reports as needed to support decision-making.
• Assist in the evaluation of potential investments, mergers, and acquisitions.
• Continuously improve financial processes and systems to enhance efficiency and accuracy.

Requirements:

• Bachelor's degree in Finance, Accounting, or a related field.
• 1-3 years of experience in financial planning and analysis, investment banking, or a similar role.
• Strong financial modeling and analytical skills.
• Proficiency in Microsoft Excel and financial software applications, such as Vareto.
• Knowledge of accounting principles and financial statement analysis.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.