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Senior Financial Planning Analyst

Maximus Partners, LLC
King of Prussia, PA Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/15/2025

Maximus Partners is recruiting a Senior Financial Planning Analyst for our successful financial services client in the King of Prussia area on a hybrid basis. This Senior Analyst will partner directly with the senior managers of various teams throughout the corporation!

Our client pays a salary up to $115,000 plus two annual bonuses for both the individual's and the company's performance!

Responsibilities :

  • Partner with multiple key stakeholders across various departments in analyzing financial performance, potential opportunities and challenges.
  • Analyze actual financial performance vs forecasts and provide recommendations to senior leadership.
  • Develop customized scheduled and ad hoc financial forecasting models to assist with key stakeholders in making investment decisions and developing strategic planning.
  • Conduct cost-benefit analysis of new and proposed products and services. Explain the potential impact on financial performance.
  • Work closely with marketing teams in assessing performance and trends, to recommend pricing strategies.
  • Evaluate and explain internal and external drivers impacting current and projected future performance.
  • Continually monitor key performance indicators to identify trends and reasons for unexpected variance.
  • Participate in the budgeting and forecasting processes with leadership in various departments.

Qualifications

  • Bachelor’s degree in Accounting or Finance.
  • At least 5 years of experience in financial analysis, financial modeling, and reporting roles.
  • Solid understanding of Discounted Cash Flow and Net Present Value calculations.
  • Ability to work with minimal supervision and present clearly to senior executives.
  • Salary : $115,000

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