Staff Financial Planning & Analysis Analyst

We are looking to add a Staff Financial Planning & Analysis Analyst to our team. If you enjoy working in a startup environment and are passionate about making an impact in a growing company, we would like to hear from you.

In this position, you will partner with Finance leadership and business leaders to support strategic financial planning, budgeting, forecasting, and business performance initiatives. This role evaluates complex financial and operational information, develops actionable recommendations, and supports financial decision-making that aligns with organizational objectives and long-term business strategies.

The Staff Financial Planning & Analysis Analyst applies advanced financial planning and analysis expertise to improve forecasting accuracy, enhance financial reporting, and support cross-functional initiatives. This role serves as an experienced financial resource by evaluating business performance, recommending operational improvements, and contributing to enterprise financial planning activities.

JOB DUTIES AND RESPONSIBILITIES

• Lead budgeting, forecasting, and long-range financial planning activities for assigned business organizations.
• Develop complex financial models, scenario analyses, and business forecasts that support strategic decision-making.
• Analyze financial performance and identify key business drivers, risks, and opportunities.
• Provide financial recommendations that support operational planning and long-term business objectives.
• Oversee preparation of financial reports, executive dashboards, and business performance analyses.
• Evaluate financial and operational trends to identify opportunities for improved business performance.
• Develop presentations and financial analyses for executive and business leadership reviews.
• Support investment analyses, capital planning activities, and financial evaluations for strategic initiatives.
• Partner with Finance leadership and business stakeholders to develop financial strategies and planning assumptions.
• Support cross-functional initiatives by evaluating financial impacts and recommending practical solutions.
• Provide financial guidance that supports operational decision-making, organizational initiatives, and business performance.
• Build collaborative relationships across Finance and business functions to support organizational objectives.
• Lead initiatives that improve financial planning processes, forecasting methodologies, reporting accuracy, and operational efficiency.
• Evaluate financial processes and recommend enhancements that improve scalability, consistency, and analytical capabilities.
• Support implementation of financial planning tools, reporting enhancements, and operational improvements.
• Develop and maintain financial planning documentation, reporting standards, and analytical models.

JOB REQUIREMENTS AND MINIMUM QUALIFICATIONS

• A Bachelor’s degree in Accounting/Finance or related from an accredited university or college.
• Minimum of 8 years of relevant industry experience.
• Advanced knowledge of financial planning, budgeting, forecasting, financial modeling, and corporate finance principles.
• Expertise in financial reporting, business performance analysis, variance analysis, and forecasting methodologies.
• Ability to evaluate complex financial and operational issues involving multiple business drivers and competing priorities.
• Experience utilizing Enterprise Resource Planning (ERP) systems, financial planning applications, business intelligence tools, and financial reporting platforms.
• Strong analytical and problem-solving skills with the ability to translate financial data into actionable business recommendations.
• Effective communication, influencing, and relationship-building skills with Finance leadership and business stakeholders.
• Ability to identify process improvement opportunities and lead implementation of operational enhancements.
• Business acumen with the ability to balance financial performance, operational objectives, and organizational priorities.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
• Experience working with Enterprise Resource Planning (ERP) systems, such as Oracle, SAP, NetSuite, Microsoft Dynamics, or comparable financial platforms.
• Experience with financial planning, budgeting, forecasting, and reporting tools, such as Adaptive Planning, Anaplan, Hyperion, or equivalent platforms.
• Familiarity with business intelligence (BI) and data visualization tools, such as Power BI, Tableau, or comparable reporting platforms.

PREFERRED EXPERIENCE

• Experience working in a start-up, high-growth, and venture-backed company