Financial Planning & Analysis Analyst

InvestedintheMission; Alabama; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Paid time off

Parental leave

401(k) match

Training reimbursement

Job summary

InvestedintheMission is seeking a seasoned finance professional to manage monthly financial analyses, budgets, and forecasts in support of the business plan. You will analyze financial and budget data, communicate variances to management, and develop actionable observations to inform decisions.

The role requires 4–10 years in financial planning/analysis, a bachelor’s degree in finance or accounting, and experience with financial planning/reporting tools.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field or equivalent.
• 4-10 years of experience in financial planning and analysis.
• Experience with financial planning & reporting tools.

Responsibilities

• Prepares monthly financial analysis, budgets, and forecasts.
• Executes financial analysis, research, budgets, and forecasts to support business plan.
• Reviews, analyzes, and interprets financial & budgetary reports to develop observations and preliminary recommendations.
• Prepares and communicates variances to management.
• Provides interpretation of financial data in spreadsheets, charts, and reports.
• Monitors headcount, FTEs and program spending to ensure budgets are met.
• Supports the month end close and prepares monthly financial reporting packages.
• Performs a variety of special projects, financial presentations, and financial analysis.
• Develops new reporting tools and improves key processes to increase efficiencies & effectiveness for all deliverables.
• Other duties as assigned

Skills

Financial analysis

Forecasting

Budgeting

Reporting tools

Education

Bachelor's degree in Finance, Accounting or related field

Job description

Position Responsibilities

• Prepares monthly financial analysis, budgets, and forecasts
• Executes financial analysis, research, budgets, and forecasts to support business plan
• Reviews, analyzes, and interprets financial & budgetary reports to develop observations and preliminary recommendations
• Prepares and communicates variances to management
• Provides interpretation of financial data in spreadsheets, charts, and reports
• Monitors headcount, FTE’s and program spending to ensure budgets are met
• Supports the month end close and prepares monthly financial reporting packages
• Performs a variety of special projects, financial presentations, and financial analysis
• Develops new reporting tools and improves key processes to increase efficiencies & effectiveness for all deliverables
• Other duties as assigned

Basic Qualifications (Required Skills & Experience)

• Bachelor’s degree in Finance, Accounting or related field is required or equivalent combination of education, training, and experience
• Minimum 4-10 years of experience in financial planning and analysis/financial analysis
• Experience with financial planning & reporting tools

Physical Demands

• Ability to work in an office environment (Constant)
• Required to sit and stand for long periods; talk, hear, and use hands and fingers to operate a computer and telephone keyboard (Frequent)

Salary Range: $85-$120k

The BlueHalo, an AV company pay range for this job level is a general guideline only and not a guarantee of compensation or salary. Determination of official compensation or salary relies on several factors including, but not limited to, level of position, job responsibilities, geographic location, scope of relevant work experience, educational background, certifications, contract-specific affordability, organizational requirements, alignment with local internal equity as well as alignment with market data.

Our compensation package also includes components designed to support employees’ total well-being, which should be considered when evaluating our competitive benefits package. These benefits include health insurance, life insurance, disability, company holiday and paid time off, parental leave, 401(k) company match and contributions, professional development/training reimbursements, and other work/life programs.