Financial Planning Analyst

Job Description

Key Responsibilities 1. Budgeting and Forecasting : Develop and manage annual budgets and long-term financial forecasts. Monitor budget variances and provide explanations for deviations. Update rolling forecasts based on actual performance and market conditions. 2. Financial Analysis : Analyze financial statements, key performance indicators (KPIs), and operational metrics. Identify trends, risks, and opportunities to improve profitability and efficiency. Conduct scenario analysis and sensitivity modeling to support decision-making. 3. Reporting : Prepare and present financial reports, dashboards, and executive summaries for management and stakeholders. Provide ad-hoc analysis and reports as requested by leadership. Ensure accuracy and timeliness of financial data. 4. Strategic Support : Collaborate with business units to develop financial strategies and business plans. Support capital allocation decisions, including investments, mergers, and acquisitions. Assist in pricing strategies, cost optimization, and profitability analysis. 5. Process Improvement : Streamline FP&A processes through automation and system enhancements. Implement best practices for financial modeling and reporting. Maintain and improve financial systems and tools (e.g., ERP systems, BI tools). 6. Stakeholder Collaboration : Partner with accounting, operations, sales, and other departments to gather data and insights. Communicate complex financial information in a clear, actionable manner to non-financial stakeholders.