Financial Planning Analyst

Archon Resources; Edmond (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Archon Resources in Edmond, Oklahoma seeks a Financial Analyst focused on FP&A to support budgeting, forecasting, and financial performance management.

You will build financial models, conduct variance analysis, prepare executive dashboards, and partner with leaders to drive profitability and strategic growth. The ideal candidate brings strong Excel skills, experience with BI tools, GAAP knowledge, and the ability to manage multiple priorities with minimal supervision.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 3–5+ years in FP&A or related finance roles.
• Strong financial modeling, budgeting, forecasting, and analytical skills.
• Experience with BI tools (Power BI or Tableau) preferred.
• Familiarity with GAAP and financial reporting processes.
• Knowledge of loan pricing and profitability modeling preferred.

Responsibilities

• Lead the annual budgeting process and multi-year forecasting.
• Develop and maintain models for strategic initiatives and pricing.
• Analyze performance and perform variance analysis vs budgets and forecasts.
• Review models and reporting processes to identify weaknesses and improvements.
• Monitor KPIs, identify trends, and analyze drivers of performance.
• Prepare executive-level financial reporting packages and dashboards.
• Partner with leaders to provide insights on profitability and growth opportunities.
• Conduct ad hoc financial analysis and planning requests.
• Support pricing and profitability analyses across enterprise and units.
• Assist ALCO reporting and monthly/quarterly close processes.
• Collaborate with Accounting to align management reports with GAAP.
• Safeguard data security and internal controls.

Skills

Financial modeling

Advanced Excel

Budgeting

Forecasting

Variance analysis

Power BI

Tableau

GAAP knowledge

Loan pricing

Cross-functional collaboration

Education

Bachelor's degree in Finance or Accounting

Tools

Excel

Power BI

Tableau

Job description

The Financial Analyst plays a key role in supporting strategic decision-making and financial performance management. This position is primarily focused on Financial Planning & Analysis (FP&A), with additional responsibilities in treasury and profitability analysis, accounting, and financial reporting.

The ideal candidate is highly analytical, proficient in financial modeling and advanced Excel, and possesses a strong understanding of financial services, accounting principles, financial reporting standards, and forecasting best practices.

Responsibilities:

• Lead the annual budgeting process, multi-year forecasting, and monthly forecasting activities.
• Develop and maintain financial models supporting strategic initiatives, capital planning, forecasting, and scenario analysis.
• Analyze financial performance and conduct variance analysis against budgets, forecasts, and prior-period results.
• Review financial models and reporting processes to identify weaknesses, inefficiencies, and opportunities for improvement.
• Monitor key performance indicators (KPIs), identify trends, and evaluate the underlying drivers of financial performance.
• Prepare executive-level financial reporting packages, dashboards, and materials for leadership and board presentations.
• Partner with organizational leaders to provide actionable insights related to profitability, cost management, financial performance, and growth opportunities.
• Complete ad hoc financial analysis, reporting, and planning requests as needed.
• Develop and maintain pricing and profitability models at the enterprise, business unit, and transactional levels.
• Incorporate factors such as cost of funds, credit risk, and capital allocation into financial and profitability analyses.
• Analyze equity positioning and interest rate risk.
• Provide analytical support for loan pricing activities.
• Support Asset-Liability Committee (ALCO) reporting, analysis, and decision-making.
• Assist with monthly and quarterly financial close processes, including the review of financial results and analysis of significant variances.
• Support the preparation of internal financial statements and regulatory reporting.
• Partner with Accounting to ensure consistency between management reporting and GAAP-based financial statements.
• Support the implementation, maintenance, and documentation of accounting policies and internal controls.
• Protect the confidentiality, security, and integrity of organizational systems, financial information, and client data.
• Follow established policies and procedures related to data security, confidentiality, and information protection.

Requirements:

• Bachelor's degree in Finance, Accounting, or a related field required.
• Equivalent combination of education and relevant professional experience may be considered.
• 3–5+ years of experience in FP&A, financial analysis, banking finance, treasury, accounting, or a related field.
• CPA or CFA preferred but not required.
• Strong understanding of financial statements, net interest margin, and balance sheet dynamics within the financial services industry.
• Advanced to expert-level proficiency in Microsoft Excel.
• Strong financial modeling, budgeting, forecasting, and analytical skills.
• Experience with financial planning systems and business intelligence tools such as Power BI or Tableau preferred.
• Familiarity with loan pricing and profitability modeling preferred.
• Working knowledge of GAAP and financial reporting processes.
• Ability to analyze complex financial information and clearly communicate findings to leadership and other stakeholders.
• Strong attention to detail and exceptional problem-solving skills.
• Demonstrated analytical rigor and financial modeling expertise.
• Commitment to continuous learning and developing subject-matter expertise.
• Ability to take initiative, solve complex problems, and deliver high-quality work with minimal oversight.
• Ability to manage multiple priorities and meet deadlines in a dynamic environment.
• Strong collaboration and cross-functional partnership skills.