Financial Planning Analyst

The Intersect Group; Charlotte (NC); On-site; USD 65,000 - 85,000; Full time

Job summary

The Intersect Group in Charlotte, NC is seeking a Financial Analyst/FP&A Analyst to support planning, forecasting, and reporting. This role partners with cross-functional teams to analyze financial data, build models, and provide actionable insights to leadership.

The ideal candidate has 1–2 years of FP&A experience, strong Excel skills, and comfort working with complex data in a fast-paced environment. Responsibilities include developing forecasts, preparing management reports, and supporting

Qualifications

• 1–2 years of experience in FP&A, financial analysis, accounting, or related field.
• Bachelor's degree in Finance, Accounting, Economics, Business, or related discipline.
• Experience with budgeting, forecasting, variance analysis, and scenario analysis.
• Strong understanding of financial concepts, financial modeling, and forecasting techniques.
• Advanced proficiency with Microsoft Excel and experience with complex data sets.
• Experience with ERP systems, financial planning software, or reporting platforms; OneStream experience is highly preferred.
• Strong analytical, critical-thinking, and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to maintain accuracy in financial reporting.
• Ability to work independently, prioritize multiple responsibilities, and meet deadlines in a dynamic environment.

Responsibilities

• Manage and maintain OneStream permissions, hierarchies, uploads, and related system activities.
• Collaborate with cross-functional teams to gather, analyze, and interpret financial and operational data.
• Perform detailed financial, variance, and trend analysis to identify KPIs and business insights.
• Develop and maintain financial models, forecasts, budgets, and scenario analyses.
• Prepare accurate and timely financial reports for management and key stakeholders.
• Support monthly, quarterly, and annual financial reporting processes.
• Assist with the annual planning and budgeting process.
• Conduct ad-hoc financial analysis and support special projects as needed.
• Identify opportunities to improve financial processes, reporting, and data management.
• Assist with financial systems administration and contribute to process improvement initiatives.

Skills

Analytical thinking

Critical thinking

Problem solving

Communication skills

Attention to detail

Independence

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

OneStream

Microsoft Excel

ERP systems

Power BI

SQL

Python

Job description

We are seeking a motivated and analytical Financial Analyst / FP&A Analyst to support financial planning, reporting, forecasting, and business analysis. This role will work closely with cross-functional teams to analyze financial and operational data, identify trends, support business planning, and provide actionable insights to leadership.

The ideal candidate is detail-oriented, analytical, comfortable working with complex data, and interested in leveraging financial systems and technology to improve processes and reporting.

Key Responsibilities

• Manage and maintain OneStream permissions, hierarchies, uploads, and related system activities.
• Collaborate with cross-functional teams to gather, analyze, and interpret financial and operational data.
• Perform detailed financial, variance, and trend analysis to identify key performance indicators and business insights.
• Develop and maintain financial models, forecasts, budgets, and scenario analyses to support short- and long-term business planning.
• Prepare accurate and timely financial reports for management and key stakeholders.
• Support monthly, quarterly, and annual financial reporting processes.
• Assist with the annual planning and budgeting process.
• Conduct ad-hoc financial analysis and support special projects as needed.
• Identify opportunities to improve financial processes, reporting, and data management.
• Assist with financial systems administration and contribute to process improvement initiatives.

Required Qualifications

• 1–2 years of experience in FP&A, financial analysis, accounting, or a related field.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
• Experience with financial planning and analysis, including budgeting, forecasting, variance analysis, and scenario analysis.
• Strong understanding of financial concepts, financial modeling, and forecasting techniques.
• Advanced proficiency with Microsoft Excel and experience working with complex data sets.
• Experience with ERP systems, financial planning software, or reporting platforms; OneStream experience is highly preferred.
• Strong analytical, critical-thinking, and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to maintain accuracy in financial reporting.
• Ability to work independently, prioritize multiple responsibilities, and meet deadlines in a dynamic environment.

Preferred Qualifications

• Experience administering or supporting OneStream or similar financial planning and consolidation platforms.
• Experience with financial systems, reporting automation, or data analytics tools.
• Interest in emerging technologies, automation, and AI-driven financial processes.
• Experience with process improvement or developing more efficient reporting workflows.
• Power BI, SQL, Python, or other analytical/technology experience is a plus.