Financial Planning Analyst I

Information about benefits can be found here.

Conducts the financial and accounting operations of the organization. Prepares budgets, reports, forecasts and statutory returns; responsible

for tax, treasury, and ensuring regulatory compliance.

Responsible for analysis of financial reports, trends and opportunities, relating to business opportunities, investments, financial projects, or

programs.

Typical Capabilities

Scope: Team and/or small to mid-size customers.

Complexity: Understands and communicates fairly complex information specific to the position.

Creates standard work products which are

reviewed by colleagues.

Supports the achievement of goals independently while simultaneously contributing to team performance.

Problem Solving: Initiates analysis and investigation to solve differing but related problems.

Knowledge & Skills:

Developing professional role. Develops expertise and applies solutions based on experience. Identifies most appropriate

options or methods to improve existing approaches.

Education Requirement

Bachelor’s degree required in the relevant or a related field, or any acceptable combination of education and experience equivalent to a

Bachelor’s degree in the relevant or a related field

We offer a number of accommodations to complete our interview process including screen readers, sign language interpreters, accessible and single location for in-person interviews, closed captioning, and other reasonable modifications as needed. If you discover, as you navigate our application process, that you need assistance or an accommodation due to a disability, please complete the Candidate Accommodation Request Form.