Financial Planning Analyst

Tatum by Randstad; East Windsor Township (NJ); On-site; USD 90,000 - 95,000; Full time

Job summary

An established industry player is seeking a motivated Financial Planning & Analysis Analyst to join a dynamic team. This role is pivotal in supporting financial planning and analysis activities, focusing on developing financial models and utilizing data visualization tools like Power BI. You will collaborate closely with senior management and private equity investors, contributing to strategic decision-making processes. If you have a passion for finance and a knack for analytical thinking, this opportunity could be your gateway to making a significant impact in the financial landscape.

Qualifications

• 2+ years’ experience in financial analysis and budgeting.
• Proficiency in financial modeling and data analysis.

Responsibilities

• Conduct thorough financial analysis and prepare management reports.
• Develop and maintain financial models for strategic decision-making.

Skills

Financial Analysis

Financial Modeling

Data Visualization (Power BI)

Advanced Excel

Communication Skills

Problem-Solving

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Bachelor's Degree in Business Management

Bachelor's Degree in Economics

Tools

Power BI

Excel

PowerPoint

Job description

This range is provided by Tatum by Randstad. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $95,000.00/yr

Direct message the job poster from Tatum by Randstad

Recruitment Director at Tatum by Randstad | Financial Projects | Financial Services | Financial Consulting |ERP Systems Implementation Projects

We are seeking a driven Financial Planning & Analysis (FP&A) Analyst to join our client's growing team. The position will play a crucial role in supporting financial planning and analysis activities, with a focus on developing financial models, utilizing data visualization tools (e.g., Power BI), and assisting in strategic decision-making processes. This position offers the opportunity to work closely with senior management, private equity investors, and cross-functional teams to drive the organization's financial objectives.

• Assist in financial analysis, strategic planning and financial reporting, which may include acquisitions and geographic expansion.
• Reports to the Manager, Financial Planning and Analysis (FP&A).
• Works closely with Chief Financial Officer (CFO) and private equity (PE) investors for all financial reporting needs.

Duties And Responsibilities

• Conduct thorough financial analysis, including reviewing financial statements, performing scenario analysis, and evaluating trends.
• Prepare monthly management discussion and analysis (MD&A) reports for distribution to senior management and stakeholders.
• Develop and maintain comprehensive financial models to support strategic decision-making and resource allocation.
• Monitor key performance indicators (KPIs) and business drivers to identify optimization opportunities.
• Create and maintain standardized reporting templates and dashboards using Excel and Power BI to facilitate data-driven decision-making.

Strategic Planning and Budgeting

• Assist in leading the budgeting process by collaborating with department heads and senior management to align financial goals with strategic objectives.
• Develop integrated budgeting models incorporating detailed assumptions and strategic scenarios.
• Conduct regular budget reviews, identifying areas of concern and recommending actions for goal attainment.
• Assist in developing long-term strategic plans, including dynamic financial modeling and growth assumptions.

Financial Reporting and Presentations

• Support the development and oversight of board meeting presentations.
• Prepare financial reports, including monthly, quarterly, and annual financial statements with commentary.
• Collaborate with cross-functional teams to ensure consistency in financial reporting and alignment of financial information

Education And Experience

Bachelor’s Degree in accounting, Finance, Business Management, Economics, or related field preferred

• 2+ years’ experience in financial analysis, planning, and budgeting.
• ~4 years of professional work experience.
• Proficiency in financial modeling, data analysis, and advanced Excel and PowerPoint skills.
• Experience with Power BI tools to create dashboards and KPIs is preferred.
• Strong analytical and problem-solving abilities with attention to detail.
• Excellent communication and presentation skills, with the ability to translate complex financial concepts into actionable insights.
• Ability to work effectively in a team environment and across multiple business units.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Manufacturing

Referrals increase your chances of interviewing at Tatum by Randstad by 2x

Get notified about new Financial Planning Analyst jobs in East Windsor, NJ.

Senior Financial Analyst, Supply Chain Operations

Farmingdale, NJ $90,000.00-$100,000.00 4 days ago

SAP - Financial Services - Financial Planning and Analysis - Senior - Consulting - Location OPEN

SAP - Financial Services - Financial Planning and Analysis - Senior - Consulting - Location OPEN

New Jersey, United States $86,300.00-$118,700.00 5 days ago

Financial Services - Consulting - Guidewire - Business Analyst - Senior

Business Analyst - Physical and Digital Mail

Financial Services - Consulting - Guidewire - Business Analyst - Senior

Dynamics F&O Finance & Project Accounting Business Analyst - Senior - Consulting - Location OPEN

Dynamics F&O Finance & Project Accounting Business Analyst - Senior - Consulting - Location OPEN

Property & Casualty- Business Analyst / Product Owner ( 3 Days Onsite)

Tax Senior Analyst-Financial Services-Customer Tax Operations and Reporting-EDGE-Open US location

Iselin, NJ $62,700.00-$103,400.00 1 week ago

Trenton, NJ $102,890.67-$139,637.34 1 month ago

Workday Business Analyst Role (SCM and Finance) || Healthcare Domain

Business Analyst with Medical Devices & CPQ Experience - Onsite

Pennington, NJ $110,000.00-$125,000.00 1 month ago

Business Configuration Analyst, Life & Annuities

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.