Financial Planning & Analysis Associate

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• MBA or relevant certification (e.g., CFA, CPA) is a plus.
• 2-3 years of relevant experience in financial planning and analysis, corporate finance, or a related field.
• Proficiency in financial modeling, forecasting, and budgeting.
• Advanced Excel skills, including pivot tables, VLOOKUP, and financial functions.
• Experience with financial planning software (e.g., Hyperion, SAP BPC) and ERP systems (e.g., SAP, Oracle).
• Familiarity with data visualization tools (e.g., Tableau, Power BI) is a plus.
• Strong analytical and quantitative skills with attention to detail.
• Ability to interpret financial data, identify trends, and provide actionable insights.
• Excellent written and verbal communication skills.
• Ability to present complex financial information clearly and concisely.
• Strong interpersonal skills with the ability to collaborate effectively across departments.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.
• High level of integrity and professionalism.

Job Responsibilities

• Conduct detailed financial analysis, including variance analysis, trend analysis, and financial modeling.
• Prepare and analyze financial reports to support business decisions.
• Assist in the development and maintenance of annual budgets and quarterly forecasts.
• Monitor actual performance against budget and forecast, providing insights and recommendations
• Support the development and implementation of strategic plans and initiatives.
• Provide financial analysis and insights for strategic projects and business opportunities.
• Prepare monthly, quarterly, and annual financial reports for management and stakeholders.
• Ensure accurate and timely delivery of financial information.
• Identify and implement process improvements to enhance the efficiency and effectiveness of financial planning and analysis activities.
• Develop and maintain financial models and tools to support decision-making.
• Work closely with various departments, including accounting, operations, and senior management, to gather relevant information and provide financial insights.
• Participate in cross-functional projects and initiatives as needed.
• Ensure compliance with company policies, procedures, and regulatory requirements.
• Assist with internal and external audits as needed.
• Conduct ad-hoc financial analysis and projects as required by senior management.
• Provide support for special projects and initiatives.