Financial Planning Analyst

Job Description

Position: Financial Planning Analyst

Description: We are looking for a Financial Planning Analyst who will have the opportunity to work with the financial department and management to analyze the company’s financial performance. This position includes being able to multi-task and balance workload.

· Manages financial planning, budgeting, and forecasting.

· Creates variance analysis reports and financial models.

· Leads real-time financial performance monitoring.

· Escalates any financial issues to management.

· Sets and tracks key performance indicators (KPIs) and objectives.

· Completes market research and comparable company analysis.

· Recommends strategies for increasing financial performance.

· Presents detailed monthly financial reports to managers.

· Uses popular financial planning and analysis software.

· Manages more-junior financial planning analysts.

· Collaborates with senior members of the accounting and finance teams.

Financial Planning Analyst Qualifications and Skills:

· Demonstrates excellent financial and quantitative skills.

· Communicates effectively and has strong presentation skills. · Collaborates well with colleagues using adept social skills.

· Works independently using project management skills.

· Builds strong working relationships and has exceptional leadership skills.

· Learns quickly and has strong problem-solving and critical thinking skills.

Education and Experience Requirements:

· A bachelor’s degree in business, economics, finance, accounting, or a related major or equivalent professional experience is required.

· Certified public accountants (CPA) or certified financial analysts (CFA) are preferred.

· Must have at least 5 years of financial planning experience.

Benefits

· Small business culture

· Working for a growing and respected firm

· Healthcare Benefits

· 401k Match Program

· Paid Holidays Off

· Free service

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Sullivan, IL 61951 (Required)

Ability to Relocate:

• Sullivan, IL 61951: Relocate before starting work (Required)

Work Location: In person

Salary : $65,000 - $85,000