Financial Planning & Analysis Lead - Prestigious Billion Dollar Company!

firstPRO, Inc; Philadelphia (Philadelphia County); Hybrid; USD 130,500 - 159,500; Full time

Benefits offered by this job

Exceptional bonus

Work-life balance

Comprehensive benefits package

Job summary

A prestigious financial institution in Philadelphia seeks a Financial Planning & Analysis Lead to enhance decision-making through strategic insights and financial modeling. The ideal candidate will have 5+ years of experience and ideally an MBA. This hybrid role requires strong analytical skills and the ability to build relationships across the organization. The position offers a competitive compensation package, including a significant bonus structure and opportunities for growth.

Qualifications

• 5+ years of financial planning and analysis experience.
• Experience with consulting organizations is preferred.
• Proven ability to build strong business relationships.

Responsibilities

• Lead financial analysis and strategic support for senior leadership.
• Own complex forecasting and profitability analyses.
• Identify opportunities to enhance financial service delivery.

Skills

Financial forecasting

Financial modeling

Analytical skills

Business relationship management

Strategic thinking

Education

MBA degree from a nationally recognized institution

Tools

Microsoft Office

Financial software systems

Job description

Financial Planning & Analysis Lead to $145K + $31K bonus

Please note: This team is working a hybrid schedule. They are onsite Tuesdays through Thursdays and working remotely Mondays and Fridays.

Prestigious top ranked billion dollar institution has a unique opportunity for a Financial Planning & Analysis Lead to join its expanding team. There are multiple openings on this team open due to internal promotions! This company is also well known for their exceptional bonus, work life balance, and benefits compensation plan. Reporting to the Manager, this position will have significant interaction with Directors and other senior level Executives on the team and be a true business partner to the team that they support.

Role Summary

Leads enterprise-level financial analysis and strategic decision support for senior leadership by delivering accurate, timely insights. Owns complex forecasting, financial modeling, and profitability analyses across products and distribution channels. Serves as a subject‑matter expert in finance, accounting, and regulatory considerations, translating complex data into clear, compelling narratives for executives. Manages enterprise costing and pricing models, drives continuous improvement of financial methodologies, and responds to high‑priority analytical requests aligned with business strategy. Identifies opportunities to enhance financial services delivery, leads cross‑functional initiatives, and supports the development and growth of the finance team.

Education and/or Experience

Our client has a professional, performance‑driven culture where candidates should bring confidence backed by ability, and a competitive and entrepreneurial spirit focused on helping the company maximize its potential. In addition, the ideal candidate will possess the following attributes and experience.

• 5+ years experience of financial planning and analysis experience. Exposure to a leadership development program and/or consulting organization is strongly preferred.
• MBA degree from a nationally recognized institution with outstanding academic credentials is a plus
• Proven ability to build strong business relationships at all levels throughout an organization
• Experience as a strategic thinker and the ability to effectively translate strategies into financial plans
• A self‑directed individual able to adapt quickly to changes in priorities and business conditions
• Experience and comfort working in a fast‑paced business environment with ability to consistently meet tight deadlines
• Superior analytical skills and intellectual curiosity with the ability to develop and maintain complex financial models
• Considerable experience with Microsoft Office and other financial software systems