Financial Planning Analyst

CNA Search; Atlanta (MO); On-site; USD 75,000 - 110,000; Full time

Job summary

An established industry player is on the lookout for a skilled Senior Financial Planning Analyst to lead financial planning and budgeting efforts. This role involves preparing accounting close documentation, analyzing financial statements for accuracy, and collaborating with cross-functional teams. If you have a strong background in finance, a keen eye for detail, and experience with financial software, this opportunity offers a chance to make a significant impact within a dynamic organization. Join a forward-thinking team where your analytical skills will be valued and your contributions will help shape financial strategies.

Qualifications

• 4+ years of corporate finance experience required.
• Proficiency in financial planning software is essential.

Responsibilities

• Prepare monthly and quarterly accounting close documentation.
• Analyze financial statements for accuracy and compliance.

Skills

Financial Planning

Budgeting

Microsoft Excel

Netsuite

Oracle Hyperion

Analytical Skills

Attention to Detail

Forecasting Techniques

Data Analysis

Collaboration

Education

BA/BS Degree in Finance

BA/BS Degree in Accounting

BA/BS Degree in Economics

Tools

Microsoft Excel

Netsuite

Oracle Hyperion

Job description

We are seeking a talented SR FPA that can oversee financial planning and budgeting.

There will be travel once a month

Functions and Responsibilities

• Prepare and document the monthly and quarterly accounting close

• Analyze internal financial statements to ensure accuracy and compliance with generally accepted accounting practices

• Prepare and review reconciliations of general ledger accounts

• Record and approve general journal entries as appropriate

• Assist in the completion of the annual financial statement audit

What We’re Looking For (Minimum qualifications)

• BA/BS Degree in Finance, Accounting, or Economics.
• 4+ years of corporate finance or comparable experience.
• Proficiency in Microsoft Excel, Netsuite, Oracle Hyperion, or comparable ERPs and Planning software.
• Strong attention to detail and analytical capabilities.
• Proficient knowledge of budgeting and forecasting techniques.
• Strong ability to identify trends and patterns in complex data sets.
• Able to collaborate with cross functional teams across the organization.
• Knowledge or experience in the Software as a Service (SaaS) or travel software industry is a plus