Financial Planning & Analysis Analyst

Creative Financial Staffing, LLC; West Palm Beach (FL); On-site; USD 100,000 - 115,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking a Financial Planning & Analytics Analyst in West Palm Beach for an in-office role from Monday to Friday, 8-5. The position offers direct exposure to senior leadership and a chance to influence strategic decisions.

The role focuses on budgeting, forecasting, financial modeling, and cross-functional collaboration with Sales, Operations, and Finance leaders, with a salary band of $100,000–$115,000 annually.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field.
• 3-5 years of FP&A, financial analysis, corporate finance, accounting, or related experience.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills.
• Advanced Excel skills with experience working with large datasets.

Responsibilities

• Support budgeting, forecasting, reforecasting, and long-range planning processes
• Analyze revenue, margins, expenses, working capital, and cash flow performance
• Build and maintain financial models, scenario analyses, and business decision-support tools
• Prepare executive reporting packages, dashboards, and financial performance summaries
• Partner with business leaders to identify key drivers, risks, and opportunities
• Support reporting automation, KPI development, and data quality initiatives

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Data analysis

Education

Bachelor's degree in Finance or related field

Tools

Excel

Job description

Financial Planning & Analysis Analyst

Annual Salary: $100,000-$115,000

Location: West Palm Beach (Monday-Friday in office, 8-5pm)

Why This Opportunity Stands Out:

• Annual Salary: $100,000-$115,000
• High visibility role with direct exposure to senior leadership and key business decision-makers
• Opportunity to help shape and build a growing FP&A function from the ground up
• Partner cross-functionally with Sales, Operations, Supply Chain, HR, Purchasing, and Finance leaders
• Gain exposure to strategic initiatives including pricing, inventory optimization, acquisitions, and capital investments
• Ability to make a measurable impact by turning financial insights into business actions
• Work in a data-driven environment focused on reporting automation and process improvement
• Opportunity to develop advanced analytical and financial modeling skills
• Join a growing organization following the merger of two industry-leading distributors
• Broad business exposure across multiple functions and locations
• Opportunity to influence decisions beyond traditional financial reporting

Key Responsibilities for the Financial Planning & Analysis Analyst:

• Support budgeting, forecasting, reforecasting, and long-range planning processes
• Analyze revenue, margins, expenses, working capital, and cash flow performance
• Build and maintain financial models, scenario analyses, and business decision-support tools
• Prepare executive reporting packages, dashboards, and financial performance summaries
• Partner with business leaders to identify key drivers, risks, and opportunities
• Support reporting automation, KPI development, and data quality initiatives

Qualifications for the Financial Planning & Analysis Analyst:

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field
• 3-5 years of FP&A, financial analysis, corporate finance, accounting, or related experience
• Strong financial modeling, budgeting, forecasting, and variance analysis skills
• Advanced Excel skills with experience working with large datasets