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Financial Planning Analyst

Financial Planning Analyst

​The ideal candidate is an initiative-taker, comfortable working independently but not afraid to reach out and ask questions. This person is well organized and likes improving processes that make things work more efficiently, especially when working towards deadlines. You have a natural curiosity and enjoy problem-solving and utilizing your analytical skills.


  • Enable strategic and day-to-day decisions through financial analysis.

  • Lead the development of short- and long-term financial forecasts and financial analysis.

  • Aid with financial deliverables for the executive team.

  • Analyze financials for the forecasting and corporate budgeting processes.

  • Collaborate in cross-functional development teams to improve strategic issues.

  • Analyze financials to enable both day-to-day and strategic decisions.

  • Estimate costs of operating plans and then develop budget and forecasts during the annual budget development cycle.

  • Test budget and fiscal assumptions in the creation of operating plans.

  • Prepare data mining tools and financial models for variance analysis.

  • Provide support for regulatory filings or investment manager reports.


  • Bachelor's degree in accounting, finance or a related field is required.

  • MBA, CPA, CFA, or other relevant certifications are a plus.

  • Advanced experience with computer software, including writing macros in Excel, Access, financial modeling and accounting packages.

  • 3+ years of FP&A or financial analyst experience required.

Key Skills and Competencies

  • Strong analytical and problem-solving skills.

  • Strong written and verbal communication & presentation skills.

  • High attention to detail and superior organizational skills.

  • Takes initiative, is self-motivated, and able to work independently.

  • Comfortable working in a high-pressure environment.

  • Capable of multi-tasking and managing more than one project at a time.

  • Ability to work within a team and to prioritize tasks and deadlines.