Business Planning Financial Analyst

ZipRecruiter; New York (NY); Remote; USD 77,000 - 87,000; Full time

Job summary

An established industry player is seeking a detail-oriented Business Planning Financial Analyst to join their dynamic team. This exciting role involves analyzing financial data, managing projects, and collaborating with various stakeholders to enhance financial performance. The ideal candidate will possess strong analytical skills, expertise in budgeting and forecasting, and the ability to communicate complex financial concepts effectively. This remote position offers the opportunity to work with a diverse team while contributing to strategic planning and decision-making processes. Join a forward-thinking organization that values innovation and excellence in service delivery.

Qualifications

• 3-5 years of experience in financial planning and business analysis.
• Proficient in financial modeling, forecasting, and budgeting.

Responsibilities

• Analyze financial data and manage budgeting processes.
• Collaborate with leadership to support strategic planning.

Skills

Financial Planning

Analytical Skills

Budgeting

Communication Skills

Project Management

Attention to Detail

Education

Bachelor's degree in finance, accounting, or economics

MBA

Tools

Microsoft Excel

Procurement Systems

Microsoft Office

Job description

Job Description

OUR COMPANY:

EOS IT Solutions is a Global Technology and Logistics company, providing Collaboration and Business IT Support services to some of the world's largest industry leaders, delivering forward-thinking solutions based on multi-domain architecture. Customer satisfaction and commitment to superior quality of service are our top business priorities, along with investing in and supporting our partners and employees.

We are a true International IT provider and are proud to deliver our services through global simplicity with trusted transparency.

WHAT YOU'LL DO:

We are seeking a highly analytical and detail-oriented individual to join our team as a Business Planning Financial Analyst. The ideal candidate will be responsible for analyzing financial data, managing projects, and providing support to our client team to make informed decisions.

KEY RESPONSIBILITIES:

1. Direct the organization's financial processes that support planning, reporting, budgeting, purchase orders, and accruals.
2. Collaborate with managers, functional leaders & Finance Business Partners in developing quarterly and annual budgets/quarterly projections; including clear documentation of financial processes.
3. Analyze financial variances for financial projections and budgeting.
4. Manage both routine and advanced finance processes, including budgeting & cash flow management, enhancing management predictive reporting tools leveraging technology and best-practice workflow design, and supporting negotiations with key partners.
5. Work closely with all leadership to support the long-term strategic planning process and an ongoing annual budget and financial plan.
6. Complete work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies; collaborating with others to solve business problems; and communicating progress and information.
7. Present recommendations to strategically enhance financial performance and business opportunities.
8. Provide executive management with advice on the financial implications of business activities.
9. Reinforce processes for long-term strategic planning, financial forecasting, budgeting, and reporting to leadership.
10. Assist in improving the organization's financial performance through analysis of financial results against budgets and forecasts.
11. Provide ad-hoc analytical financial support as needed.
12. Ensure timely and accurate data inputs into the procurement system and continuously look for opportunities to improve processes.
13. Assist in reviewing and approving purchase requisitions to ensure their quality aligns with procurement goals and objectives.
14. Create and track budget codes to help monitor the department's financial performance.
15. Ensure appropriate communication between the procurement specialist, business, buyers, finance, vendor manager, and suppliers.
16. Assist in distributing and diversifying funds across teams to support the organization's procurement goals and objectives.
17. Collaborate effectively across different organizational levels, functions, businesses, and geographies to understand procurement goals and objectives.

ESSENTIAL CRITERIA:

1. Bachelor's degree in finance, accounting, or economics or related work experience.
2. MBA nice to have.
3. Proven experience as a Financial Planner & Analyst.
4. 3 - 5 + years of financial planning and business analyst experience with strong administrative skills.
5. Expertise in finance best practices and ability to explain fundamentals to individuals at all levels within the organization.
6. Hands-on experience with creating and modelling financial statements.
7. Analytical skills including financial modelling, forecasting, and budgeting.
8. Proficient in all Microsoft Office applications, with advanced knowledge of Microsoft Excel and experience with procurement systems.
9. Solid written and verbal communication skills.
10. Strong facilitation, training, and troubleshooting skills.
11. Strong attention to detail and highly organized.
12. Superior analytical and modelling capacities.
13. Ability to perform in a fast-paced environment and manage multiple workloads, priorities, and deadlines efficiently.
14. Personal drive to start a project and see it through to completion.
15. Work with key stakeholders in the strategic planning process and provide appropriate and timely reporting of results.
16. Excellent interpersonal skills including the ability to work with individuals at all levels in the organization.
17. Ability to effectively communicate financial issues to stakeholders and provide solutions.

This position is remote but the candidate must be located in the Bay Area, Austin, New York, or Seattle area. There may be instances where the candidate may need to come into the office for team events or get-togethers.
Note: This job description is not an exhaustive list of all duties and responsibilities, but is intended to provide a general overview of the job requirements.

EOS is committed to creating a diverse and inclusive work environment and is proud to be an equal opportunity employer. We invite you to consider opportunities at EOS regardless of your reassignment, philosophical belief, political opinion, marital or civil partnership status, or other non-merit factor.

The EOS pay range for this job is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, experience, education, knowledge, skills, and abilities, as well as internal equity, market data, or other laws.

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Pay Range: $77,000—$87,000 USD