Financial Analyst, Planning
Job Description:
• Monthly financial statement production including balance sheet, income statement and cash flow statement
• Budgeting and forecasting skills, including rolling 12-month forecast
• Analyze financial, sales, revenue and other operational data to identify trends and support forecasting and strategic planning
• Build and maintain dashboards and reports for senior leadership and others as required
• Track pipeline metrics, performance indicators, and forecasting accuracy in partnership with Sales Leadership
• Maintain CRM data integrity and ensure accurate tracking of leads, opportunities, and accounts
• Support sales operations activities, including territory management, quota tracking, and process improvements
• Collaborate with cross-functional teams to ensure consistent data, reporting, and visibility across the customer journey
• Other analytic exercises as required
Requirements:
• Bachelor’s degree in business, Finance, Data Analytics, or a related field
• 4–7 years of experience in FP&A
• Strong proficiency with a variety of tools including Business Central, Microsoft CRM, Salesforce, Word, Power BI, etc.
• Advanced Excel skills; experience with SQL or Python a plus
• Proven ability to analyze complex datasets and communicate insights clearly to non-technical stakeholders
• Exceptional attention to detail, organizational skills, and analytical mindset
• Strong interpersonal skills and the ability to collaborate effectively across teams
• Proven ability to partner cross-functionally and influence without authority
Benefits:
• competitive Paid Time Off (PTO)
• Medical, Dental, and Vision plans
• 100% company-paid Life and Disability insurance
• generous 401(k) matching program
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• Monthly financial statement production including balance sheet, income statement and cash flow statement
• Budgeting and forecasting skills, including rolling 12-month forecast
• Analyze financial, sales, revenue and other operational data to identify trends and support forecasting and strategic planning
• Build and maintain dashboards and reports for senior leadership and others as required
• Track pipeline metrics, performance indicators, and forecasting accuracy in partnership with Sales Leadership
• Maintain CRM data integrity and ensure accurate tracking of leads, opportunities, and accounts
• Support sales operations activities, including territory management, quota tracking, and process improvements
• Collaborate with cross-functional teams to ensure consistent data, reporting, and visibility across the customer journey
• Other analytic exercises as required
Requirements:
• Bachelor’s degree in business, Finance, Data Analytics, or a related field
• 4–7 years of experience in FP&A
• Strong proficiency with a variety of tools including Business Central, Microsoft CRM, Salesforce, Word, Power BI, etc.
• Advanced Excel skills; experience with SQL or Python a plus
• Proven ability to analyze complex datasets and communicate insights clearly to non-technical stakeholders
• Exceptional attention to detail, organizational skills, and analytical mindset
• Strong interpersonal skills and the ability to collaborate effectively across teams
• Proven ability to partner cross-functionally and influence without authority
Benefits:
• competitive Paid Time Off (PTO)
• Medical, Dental, and Vision plans
• 100% company-paid Life and Disability insurance
• generous 401(k) matching program
Apply tot his job
Apply To this Job