Financial Planning Analyst

Brewer Morris; Fort Worth (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Brewer Morris is seeking a Financial Analyst, Financial Systems & Analysis to join its hybrid Finance team in Fort Worth, TX. You will support Planful, budgeting, forecasting, and reporting, delivering insights and maintaining data integrity.

The role collaborates with finance and business stakeholders, builds Excel models, analyzes variances, and helps automate processes to improve reporting efficiency and accuracy.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related discipline.
• CPA and/or MBA preferred.
• 2-4 years of FP&A, financial analysis, reporting, or related finance roles.
• Experience with Planful or similar FP&A systems preferred.
• Experience with ERP systems and large datasets.
• Intermediate-to-advanced Microsoft Excel skills.
• Exposure to Power BI or similar BI tools is advantageous.
• Strong analytical and problem-solving abilities with the ability to explain financial variances and trends.

Responsibilities

• Planful administration: user support, security, access requests, workflow assistance, and troubleshooting.
• Maintain planning templates, input schedules, mappings, and hierarchy structures.
• Assist with data loads, validations, reconciliations, and refresh processes to ensure data integrity and timely reporting.
• Support budgeting, forecasting, and long-range planning cycles.
• Document SOPs, training materials, and user support documentation.
• Assist user enablement and adoption of planning processes.
• Prepare recurring and predictive analysis on operational expenses and revenue.
• Perform trend analyses and explain variances.
• Support budgeting/forecasting by compiling inputs and validating assumptions.
• Build Excel financial models for scenario planning.
• Develop standardized reporting packages and executive summaries.
• Support performance review materials and follow-up.
• Reconcile across Planful, ERP systems, and reporting outputs.
• Identify anomalies and perform root-cause analysis.
• Partner with finance teams to improve data quality and planning.
• Support adoption of planning routines, reporting standards, and financial definitions.
• Identify opportunities for automation and process improvements.

Skills

Financial analysis

Cross-functional collaboration

Attention to detail

Communication skills

Education

Bachelor's degree inFinance/Accounting/Business

CPA and/or MBA preferred

Tools

Planful

ERP systems

Microsoft Excel

Power BI

Job description

Position Summary

A growing organization is seeking a Financial Analyst, Financial Systems & Analysis to join its hybrid Finance team in Fort Worth, TX and support financial planning systems, reporting, budgeting, forecasting, analysis, and compliance functions. This position plays a key role in supporting the company's financial planning and reporting tool (Planful), maintaining data integrity, delivering financial insights, and assisting with indirect tax compliance activities. The successful candidate will collaborate closely with finance, accounting, and business stakeholders while helping ensure accurate reporting, efficient planning processes, and meaningful financial analysis that supports performance management and decision-making.

Key Responsibilities

Planful Support

• Support Planful administration activities, including user support, security and access requests, workflow assistance, and troubleshooting.
• Maintain and update planning templates, input schedules, version management, mappings, and hierarchy structures.
• Assist with data loads, validations, reconciliations, and refresh processes to ensure data integrity and timely reporting.
• Support budget, forecast, and long-range planning cycles through workflow monitoring and issue resolution.
• Document recurring procedures and maintain standard operating procedures (SOPs), training materials, and user support documentation.
• Assist with user enablement and adoption of planning processes and systems.

Financial Analysis & Advisory Support

• Prepare recurring and predictive analysis on operational expenses and revenue streams.
• Perform trend analysis and provide variance explanations for business performance.
• Support budgeting and forecasting processes by compiling inputs, validating assumptions, and preparing reporting packages.
• Build and maintain Excel-based financial models to support scenario planning and decision-making.
• Develop and maintain standardized reporting packages and executive-level summaries highlighting key performance drivers, risks, and opportunities.
• Support performance review processes by preparing materials, tracking action items, and monitoring follow-up activities.
• Perform reconciliations across Planful, ERP systems, and reporting outputs.
• Identify anomalies and assist with root-cause analysis and resolution efforts.
• Partner with finance teams and business stakeholders to improve data quality and planning processes.
• Support the adoption of planning routines, reporting standards, and financial definitions across the organization.
• Identify opportunities for automation and process improvements to enhance reporting efficiency and accuracy.

Indirect Tax & Compliance

• Coordinate U.S. and Canadian sales and use tax compliance activities.
• Prepare and review indirect tax filings through Avalara and related systems.
• Maintain tax reconciliations, supporting schedules, and journal entries.
• Research and resolve tax notices, filing discrepancies, and compliance matters.
• Support tax audits and respond to information requests.
• Monitor regulatory changes and assist with implementing related process updates.
• Partner with Accounting and Finance teams to strengthen compliance and improve tax-related processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or a related discipline.
• CPA and/or MBA preferred.
• 2-4 years of experience in FP&A, financial analysis, reporting, or related finance roles.
• Experience with Planful or similar financial planning and analysis systems preferred.
• Experience working with ERP systems and large datasets.
• Intermediate-to-advanced Microsoft Excel skills.
• Exposure to Power BI or similar business intelligence tools is advantageous.
• Strong analytical and problem-solving abilities with the ability to explain financial variances and trends.
• Strong attention to detail with the ability to manage recurring processes and deadlines effectively.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to learn new systems quickly and provide effective support to internal stakeholders.
• Experience with process documentation and continuous improvement initiatives is preferred.
• Strong learner mindset with exceptional follow-through.
• Collaborative and service-oriented approach to supporting stakeholders.
• Continuous improvement orientation with a focus on simplifying, standardizing, and automating processes.
• Strong organizational skills and attention to detail.
• Ability to summarize findings clearly and escalation issues appropriately when necessary.
• Hybrid work environment based in Fort Worth, TX.
• Combination of in-office and remote work, with regular collaboration across finance, accounting, and business teams.
• Requires extended periods of computer and systems-based work.
• Regular interaction with cross-functional stakeholders to support planning, reporting, and compliance activities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.