Senior Financial Analyst – Corporate FP&A
Job Description:
• Lead preparation, consolidation, and delivery of monthly, quarterly, and annual financial reporting packages for senior leadership
• Develop and maintain dashboards, KPIs, and automated reporting solutions to support strategic decision-making
• Conduct financial analysis, trend review, variance explanations, and business performance insights across revenue, expenses, margins, and key operational drivers
• Partner with Accounting to support the monthly close process, ensuring accurate and timely financial data
• Support creation of Board-level reports, including narratives, visualizations, and scenario summaries
• Support annual planning, forecasting, and long-range planning cycles
• Build and enhance financial models to evaluate business performance, investment decisions, and strategic initiatives
• Provide scenario analysis, sensitivity analysis, and ad-hoc financial modeling to assist leadership in business planning
• Serve as the primary systems owner for the Planful platform
• Manage user access, roles, security, and workflow configuration
• Oversee model structures, metadata, hierarchies, and integration with ERP/HRIS/BI tools
• Maintain and enhance system logic, templates, reports, dashboards, and forecasting structures
• Troubleshoot data issues, coordinate with IT and Planful support, and implement best practices
• Lead system upgrades, new module rollouts, and training for finance and business users
Requirements:
• Bachelor’s degree in Finance, Accounting, Economics, or related field required (MBA, CPA, or CFA a plus)
• 5+ years of experience in FP&A, business finance, or analytics group, with prior experience administering a performance management platform (ideally Planful)
• Advanced Excel skills, including complex formulas, modeling, and automation techniques (Power Query, PivotTables, Macros preferred)
• Strong proficiency in PowerPoint for executive-ready presentations and data visualization
• Experience with data tools such as Power BI and Tableau to build automated reporting and dashboards
• Working knowledge of ERP and planning systems (SAP, Oracle, Workday, Adaptive Insights, or Anaplan)
Benefits:
• nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance
• additional Voluntary Benefits
• 401(k) Retirement Savings Plan
• Health Savings Accounts (HSA)
• Flexible Spending Accounts (FSA)
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• Lead preparation, consolidation, and delivery of monthly, quarterly, and annual financial reporting packages for senior leadership
• Develop and maintain dashboards, KPIs, and automated reporting solutions to support strategic decision-making
• Conduct financial analysis, trend review, variance explanations, and business performance insights across revenue, expenses, margins, and key operational drivers
• Partner with Accounting to support the monthly close process, ensuring accurate and timely financial data
• Support creation of Board-level reports, including narratives, visualizations, and scenario summaries
• Support annual planning, forecasting, and long-range planning cycles
• Build and enhance financial models to evaluate business performance, investment decisions, and strategic initiatives
• Provide scenario analysis, sensitivity analysis, and ad-hoc financial modeling to assist leadership in business planning
• Serve as the primary systems owner for the Planful platform
• Manage user access, roles, security, and workflow configuration
• Oversee model structures, metadata, hierarchies, and integration with ERP/HRIS/BI tools
• Maintain and enhance system logic, templates, reports, dashboards, and forecasting structures
• Troubleshoot data issues, coordinate with IT and Planful support, and implement best practices
• Lead system upgrades, new module rollouts, and training for finance and business users
Requirements:
• Bachelor’s degree in Finance, Accounting, Economics, or related field required (MBA, CPA, or CFA a plus)
• 5+ years of experience in FP&A, business finance, or analytics group, with prior experience administering a performance management platform (ideally Planful)
• Advanced Excel skills, including complex formulas, modeling, and automation techniques (Power Query, PivotTables, Macros preferred)
• Strong proficiency in PowerPoint for executive-ready presentations and data visualization
• Experience with data tools such as Power BI and Tableau to build automated reporting and dashboards
• Working knowledge of ERP and planning systems (SAP, Oracle, Workday, Adaptive Insights, or Anaplan)
Benefits:
• nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance
• additional Voluntary Benefits
• 401(k) Retirement Savings Plan
• Health Savings Accounts (HSA)
• Flexible Spending Accounts (FSA)
Apply Now
Apply Now