Sr. Analyst, Financial Planning & Analysis (Hybrid)

- Mid Level

About the position

The Sr. Analyst, Financial Planning & Analysis is responsible for generating forecasts and analyzing trends for financial and strategic planning purposes. This role involves conducting financial and economic analysis and forecasting, as well as evaluating alternate financial plans. The analyst prepares, analyzes, interprets, and maintains internal and external information related to economic policy, rates of return, depreciation, investments, and operational and financial results. Additionally, the position requires analyzing profit-and-loss income statements and preparing reports on findings to make budgeting and cost recommendations to management.

Responsibilities

• Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.
• Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.
• Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increasing the Company's operating quality standards.
• Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.

Requirements

• Bachelor's Degree or equivalent work experience.
• 3-5 years of experience in financial planning, financial analysis, budgeting, or a similar field.
• Excellent communications and organizational skills.
• Detail-oriented with the ability to research, organize, and analyze financial data.
• Proficient data entry skills; Microsoft Office (Word, Excel, Access).
• Strong verbal and written communication skills.
• Basic knowledge of financial analysis and budgeting procedures.
• Ability to work well with teams as well as independently.