About the job
Job Title: Financial Planning Analyst - Budgeting & Forecasting
Position Type: Full-Time, Remote
Working Hours: U.S. client business hours
About the Role:
We are looking for a talented Financial Planning Analyst with expertise in budgeting and forecasting to join our team. In this role, you will develop advanced financial models, oversee planning cycles, and provide strategic insights that will shape our future direction. You will utilize your analytical prowess and modeling skills to convert complex data into actionable strategies. Collaborating with finance leaders and department heads, you will ensure that our budgets and forecasts are not only accurate but also aligned with our long-term objectives.
Key Responsibilities:
Budget Development:
- Lead the preparation of comprehensive annual operating and capital budgets.
- Aggregate inputs from various departments and business units.
- Ensure that budgets are in alignment with organizational goals and resource availability.
Forecasting:
- Maintain dynamic rolling forecasts for revenue, expenses, and cash flow.
- Regularly update models with actual figures and adjust assumptions accordingly.
- Conduct scenario and sensitivity analyses to evaluate potential financial outcomes.
Variance Analysis:
- Assess actual performance against budgets and forecasts.
- Prepare analytical commentary to explain variances and propose corrective measures.
Financial Modeling:
- Create sophisticated Excel or Google Sheets models (DCF, ROI, IRR, break-even analysis).
- Leverage advanced formulas, macros, or BI tool integrations to enhance precision.
Reporting:
- Develop management reporting packages featuring dashboards and visual insights.
- Present key findings to executives, emphasizing risks and opportunities.
Collaboration:
- Work closely with department heads to align forecasts with operational objectives.
- Collaborate with FP&A teams to refine planning assumptions and methodologies.
Process Improvement:
- Identify and address inefficiencies in forecasting workflows.
- Implement new FP&A software solutions or enhance data integrations (Adaptive Insights, Anaplan, Workday, etc.).
What Makes You a Great Fit:
- Exceptional analytical skills with meticulous attention to detail.
- Adept at building financial models from the ground up and simplifying complex concepts.
- Proactive in spotting trends, risks, and opportunities.
- Effective communicator who can convey insights through data-driven narratives.

