Financial Planning Analyst

Confidential Employer; Atlanta (GA); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Paid Time Off

401(k) with company match

Tuition reimbursement

Professional development

Flexible scheduling

Job summary

Confidential Employer is seeking a Financial Planning Analyst in Dunwoody, GA to support budgeting, forecasting, and strategic financial analysis. The role collaborates with C-suite leaders to drive performance and allocate resources efficiently.

The ideal candidate will have 3+ years in finance, expertise in three-statement modeling, advanced Excel, and experience with budgeting and BI tools. Strong communication is essential for presenting insights to stakeholders across the organization.

Qualifications

• Proven ability to conduct in-depth financial analysis and forecasting.
• Experience building and maintaining budgeting processes and models.
• Strong Excel skills and comfort with financial software or BI tools.

Responsibilities

• Lead budgeting processes with cross-functional teams.
• Develop and maintain financial models and forecasts.
• Provide insights to inform business strategy and performance optimization.
• Present complex financial data clearly to stakeholders.
• Collaborate with C-level leadership on budget accuracy and variance analysis.

Skills

Financial analysis

Forecasting

Budgeting

Three-statement modeling

Excel advanced

BI tools

Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

BI tools

Financial analysis software

Job description

Position:

Financial Planning Analyst

Department:

Finance

FTE: Full-time

Location: Dunwoody, GA

Position Summary:

The Financial Planning Analyst is a pivotal contributor to the company’s financial health and strategic decision-making processes. This role is responsible for conducting in-depth financial analysis, preparing accurate forecasts, developing comprehensive financial models, and delivering critical insights to inform business strategy and performance optimization. The Analyst collaborates directly with C-level leadership to lead the budgeting process, including meticulous preparation, forecasting, and variance analysis. Additionally, this position works cross-functionally to identify key trends, optimize resource allocation, and ensure alignment with organizational objectives. The ideal candidate possesses advanced analytical capabilities, a keen eye for detail, and exceptional communication skills to effectively convey complex financial data to stakeholders at all levels.

Key Responsibilities

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant
• Healthcare sector experience is advantageous but not required
• Proficiency with three-statement modeling, budgeting, and data management
• Advanced Excel skills; experience with financial analysis software or BI tools is a plus
• Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy
• Excellent communication skills, capable of presenting complex data clearly to various stakeholders

About:

Committed to exceeding expectations by delivering exceptional patient outcomes, optimizing care efficiency, and providing unmatched access to the highest quality healthcare. Join our team and contribute your skills and dedication to our mission of delivering outstanding care to those who need it most.

• Critical Care
• Advanced Life Support
• Basic Life Support
• Medical transportation
• And much more

Value Based Services & Equipment:

• Paramedic Advanced Life Support Ambulances
• New Quick Response Units
• State-of-the-art equipment
• Zoll® X Series cardiac monitors
• Zoll EMV+® ventilators
• Sapphire transport infusion pump
• LUCAS devices on 911 units

Compensation and Benefits:

Benefits for Full-time positions include:

• Competitive compensation (above market rates)
• Paid Time Off
• Benefits package: (Medical; Dental; Vision; short-term disability; Life, Accident and Cancer insurance policies, and more)
• 401(k) retirement plan with a company match
• Paid uniforms
• Tuition reimbursement
• Employee Referral Bonuses
• Opportunities for overtime
• Professional development & opportunities for advancement
• Flexible scheduling options
• Employee assistance programs (EAP)
• We foster a positive work environment

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant
• Healthcare sector experience is advantageous but not required
• Proficiency with three-statement modeling, budgeting, and data management
• Advanced Excel skills; experience with financial analysis software or BI tools is a plus
• Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy
• Excellent communication skills, capable of presenting complex data clearly to various stakeholders