Financial Planning Analyst

The Intersect Group; Atlanta (GA); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Performance-based bonus

401(k) with company match

Paid vacation and sick time

Paid Volunteer Time Off

Job summary

The Intersect Group is partnering with a leading retail organization to hire a Financial Analyst for the FP&A team in Atlanta. You will provide financial analysis, forecasting, budgeting, reporting, and strategic decision support that directly impacts growth initiatives.

Responsibilities include building financial models, presenting insights to management, and delivering dashboards with BI tools. This role offers a hybrid schedule with four days onsite and remote Fridays, in a collaborative,

Qualifications

• Bachelor's degree in Finance or Accounting.
• CPA track or CPA designation preferred.
• Experience in financial planning and analysis, financial modeling, budgeting, forecasting, and variance analysis.
• Advanced proficiency with Microsoft Excel and strong experience with Power BI, Tableau, and SQL.
• Experience developing business cases, proformas, and data driven financial analyses.
• Retail industry experience or related industry exposure preferred.
• Proven ability to build strong relationships and effectively partner with cross functional stakeholders.
• Excellent communication, organizational, prioritization, and problem solving skills with the ability to thrive in a fast paced environment.

Responsibilities

• Develop financial models, business cases, ROI analyses, and forecasts to support strategic initiatives and investments.
• Analyze financial and operational data and present insights, recommendations, and executive level summaries to management.
• Prepare weekly, monthly, and ad hoc reporting on key performance indicators including sales, gross margin, inventory, payroll, and other business metrics.
• Support annual budgeting, forecasting, and long range financial planning processes.
• Create dashboards and reporting solutions using business intelligence tools to enhance decision making.
• Partner with business leaders to identify opportunities for improved financial performance and operational effectiveness.
• Drive process improvements, standardization efforts, and implementation of best practices across planning and reporting activities.
• Collaborate with cross functional teams to support strategic projects and financial initiatives.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Stakeholder comms

Education

Bachelor's degree in Finance or Accounting

CPA track or CPA designation preferred

Tools

Excel

Power BI

Tableau

SQL

Job description

Location: Atlanta, GA (Local Candidates Only)

Compensation: $80,000 - $90,000 Salary + Bonus

Type: Direct Hire

Company Overview

The Intersect Group is partnering with a leading retail organization known for its strong growth, customer focused culture, and commitment to operational excellence. This organization leverages data driven decision making, financial discipline, and innovation to support strategic business initiatives and deliver exceptional results. Team members are empowered to contribute meaningful insights, collaborate across functions, and drive continuous improvement throughout the business.

Role Summary

We are seeking a highly motivated Financial Analyst to join a high performing FP&A team. This role serves as a key business partner, providing financial analysis, forecasting, budgeting, reporting, and strategic decision support that directly impacts business performance and growth initiatives.

The Financial Analyst will analyze financial and operational data, develop actionable insights, and support strategic planning efforts across multiple business functions. This position offers exposure to operations, merchandising, P&L management, business strategy, and advanced analytics while playing an important role in improving reporting, processes, and financial performance.

Key Responsibilities

• Develop financial models, business cases, ROI analyses, and forecasts to support strategic initiatives and investments
• Analyze financial and operational data and present insights, recommendations, and executive level summaries to management
• Prepare weekly, monthly, and ad hoc reporting on key performance indicators including sales, gross margin, inventory, payroll, and other business metrics
• Support annual budgeting, forecasting, and long range financial planning processes
• Create dashboards and reporting solutions using business intelligence tools to enhance decision making
• Partner with business leaders to identify opportunities for improved financial performance and operational effectiveness
• Drive process improvements, standardization efforts, and implementation of best practices across planning and reporting activities
• Collaborate with cross functional teams to support strategic projects and financial initiatives

Key Requirements

• Bachelor's degree in Finance or Accounting
• CPA track or CPA designation preferred
• Experience in financial planning and analysis, financial modeling, budgeting, forecasting, and variance analysis
• Advanced proficiency with Microsoft Excel and strong experience with Power BI, Tableau, and SQL
• Experience developing business cases, proformas, and data driven financial analyses
• Retail industry experience or related industry exposure preferred
• Proven ability to build strong relationships and effectively partner with cross functional stakeholders
• Excellent communication, organizational, prioritization, and problem solving skills with the ability to thrive in a fast paced environment

Hybrid schedule with four days onsite and remote work on Fridays

Located in Atlanta, Georgia

Limited travel may be required, including occasional air and car travel

Professional office environment with a typically quiet to moderate noise level

Performance based bonus opportunities

Strong career growth and advancement potential

401(k) with company match

Medical, dental, vision, life, and other insurance benefits based on eligibility

Paid vacation and sick time

Paid Volunteer Time Off beginning on day one