Financial Planning Analyst

Ramp Talent; Orem (UT); On-site; USD 60,000 - 85,000; Full time

Job summary

Ramp Talent is conducting a confidential search for a Financial Planning Analyst on behalf of a client. The role supports the FP&A function by analyzing past performance to predict future results and advise on financial strategy.

Responsibilities include building robust financial models, developing plans and reports for leaders, evaluating trends, and automating reporting tools while maintaining GAAP/GAAS compliance. A Bachelor’s degree is required; 2–3 years of experience is preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 2-3 years’ experience in a comparable role preferred.
• Strong knowledge of GAAP and GAAS.
• Experience with data analysis and financial modeling.

Responsibilities

• Analyze business and financial data.
• Create financial models to support organizational decision making.
• Develop financial plans and reports for organizational leaders.
• Analyze industry trends and make recommendations based on trends.
• Evaluate capital expenditures and depreciation.
• Develop automated reporting and forecasting tools for more efficient use of data.
• Perform other related duties as assigned.

Skills

Verbal communication

Written communication

GAAP

GAAS

Big data analysis

Project management

Attention to detail

Education

Bachelor's degree in Accounting/Finance

Job description

Confidential Search: We are conducting a confidential search for a Financial Planning Analyst on behalf of our client. Company details will be shared on an initial call.

Job Summary:

Under the Direction of the Manager of Financial Planning and Analysis, The Financial Planning Analyst will analyze past financial performance to predict future performance and to advise the company on its financial strategy.

Duties/Responsibilities:

• Analyses business and financial data.
• Creates financial models based on analyses to support organizational decision making.
• Develops financial plans and reports for organizational leaders.
• Analyzes industry trends and makes recommendations based on those trends.
• Evaluates capital expenditures and depreciation.
• Develops automated reporting and forecasting tools for more efficient use of data.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Thorough understanding of Generally Accepted Accounting Principles (GAAP).
• Thorough understanding of Generally Accepted Auditing Standards.
• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis.
• Thorough understanding of project management.
• Excellent organizational skills and attention to detail.

Education and Experience:

• Bachelor’s degree in Accounting, Finance, or related field required.
• Preferred 2-3 years’ experience in a comparable role.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.