Business Planning Financial Analyst

EOS IT Solutions; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

EOS IT Solutions is seeking a detail-oriented Business Planning Financial Analyst to analyze financial data, manage projects, and support our client team to drive informed decisions.

The role emphasizes budgeting, forecasting, financial modelling, and collaboration with leadership to improve financial performance across the organization.

Qualifications

• 3–5+ years of financial planning and business analyst experience with strong administrative skills.
• Proven experience as Financial Planner & Analyst.
• MBA is a nice-to-have.
• Expertise in finance best practices; able to explain fundamentals to directors/executive leaders.
• Proficient in creating and modelling financial statements; strong forecasting/budgeting skills.

Responsibilities

• Direct the organization’s financial processes supporting planning, reporting, budgeting, purchase orders and accruals.
• Collaborate with managers, finance business partners in developing budgets/projections with clear documentation.
• Analyze variances for financial projections and budgeting.
• Manage budgeting, cash flow management, and forecasting tools; support negotiations with key partners.
• Present recommendations to enhance financial performance and business opportunities.
• Provide executive management with advice on financial implications of business activities.

Skills

Analytical skills

Financial modelling

Forecasting

Budgeting

Excel

Communication skills

Attention to detail

Stakeholder management

Procurement systems

Education

Bachelor's degree in finance, accounting, or economics

MBA

Tools

Excel

Procurement systems

Microsoft Office

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.

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 WILL 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

• Business Planning Financial Analyst is responsible for directing the organization’s financial processes that supports planning, reporting, budgeting, purchase orders and accruals etc.
• Collaborate with managers, functional leaders & Finance Business Partners in developing quarter and annual budgets/quarterly projections; including clear documentation of financial processes.
• Analyze financial variances for financial projections, and budgeting
• This role will manage both routine and advanced finance processes, including but not limited to; budgeting & cash flow management, enhancing management predictive reporting tools leveraging technology and best-practice workflow design, and supporting negotiations with key partners
• BPFA will work closely with all leadership to support the long-term strategic planning process and an ongoing annual budget and financial plan, while emphasizing the values of integrity, excellence, optimism, collaboration, and inclusion in all forms
• Completes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies and applying data, and resources to support projects or initiatives; collaborating with others, often cross-functionally, to solve business problems; supporting the completion of priorities, deadlines, and expectations; communicating progress and information; identifying and recommending ways to address improvement opportunities when possible; and escalating issues or risks as appropriate
• Present recommendations to strategically enhance financial performance and business opportunities
• Provide executive management with advice on the financial implications of business activities
• Reinforce processes for long-term strategic planning, financial forecasting, budgeting, and reporting to leadership and any related organizations
• Assist in improving the organizations financial performance through analysis of financial results against budgets and forecasts, by communicating the root cause of variances, and by highlighting financial trends through financial reports
• Ad-hoc analytical financial support for as-needed basis
• Responsible for ensuring timely and accurate data inputs into the procurement system and continuously look for opportunities to improve processes.
• Assist in reviewing and approving purchase requisitions to ensure their quality and that they align with procurement goals and objectives.
• Create and track budget codes to help monitor the department's financial performance.
• Ensure appropriate communication between the procurement specialist, business, buyers, finance, vendor manager, and suppliers to ensure seamless operations.
• Assist in distributing and diversifying funds across teams to support the organization's procurement goals and objectives.
• Collaborate effectively across different organizational levels, functions, businesses, and geographies to understand procurement goals and objectives.

ESSENTIAL CRITERIA

• Bachelor’s degree in finance, accounting, or economics or related work experience
• MBA nice to have
• Proven experience as a Financial Planner & Analyst
• 3 - 5 + years of financial planning and business analyst experience with strong administrative skills
• Expertise in finance best practices and ability to explain fundamentals to individuals at all levels within the organization which includes directors and executive leadership.
• Hands-on experience with creating and modelling financial statements
• Analytical skills including financial modelling, forecasting, and budgeting
• Proficient in all Microsoft Office applications, with advanced knowledge of Microsoft Excel and experience with procurement systems.
• Must have solid written and verbal communication skills
• Strong facilitation, training and troubleshooting skills
• Strong attention to detail and highly organized
• Superior analytical and modelling capacities
• Ability to perform in a fast-paced environment and handle and manage multiple workloads, priorities, and deadlines with efficiency
• Possess personal drive to start a project and see it through to completion
• Work with key stakeholders in the strategic planning process and provide appropriate and timely reporting of results
• Excellent interpersonal skills including the ability to work with individuals at all levels in the organization and strong relationship building abilities
• Ability to effectively communicate financial issues to stakeholders and be able to provide solutions

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.

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 gender; gender identity; gender reassignment; age; religious or similar philosophical belief; race; national origin; political opinion; sexual orientation; disability; marital or civil partnership status or other non-merit factor.