Financial Planning Analyst

Staffmark Group; Plano (TX); On-site; USD 49,000 - 69,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Paid Time Off, + more!

Job summary

Staffmark Group in Plano, TX seeks a Financial Planning Analyst to monitor revenue, profit and market share, and to support forecasting with data-driven insights. You will prepare periodic performance reports for HQ and collaborate with cross-functional teams to consolidate data.

The ideal candidate has a Bachelor's in accounting/finance, 0–2 years experience, strong Excel skills, and Korean-English bilingual abilities. SAP experience is a plus; on-site schedule with standard hours.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Experience interpreting financial statements and analytics.
• Bilingual Korean required (read, write, speak).
• Proficiency with MS Office; Excel skills expected.

Responsibilities

• Monitor and analyze key metrics like revenue, profit, and market share to support management decisions.
• Support forecasting and planning with data-driven insights.
• Prepare monthly/quarterly/annual performance reports for HQ.
• Analyze trends and variances across business units and time periods.
• Prepare materials for internal and HQ meetings and HQ reporting.
• Collaborate with cross-functional teams to consolidate data.
• Produce ad-hoc analyses and improve reporting templates and tools.

Skills

Financial Analysis

Business analysis

Korean/English bilingual

Education

Bachelor's degree in accounting, finance, or related

Job description

Job Title: Financial Planning Analyst

Location: Plano, TX

Pay Rate: $42.76 per hour

Schedule: Fully on-site, Monday thru Friday 8:00AM to 5:00PM (hours may vary)

Financial Planning Analyst

Top Skills:

1. Financial Analysis
2. Business analysis
3. Korean/English bilingual

Responsibilities:

• Monitor and analyze key business metrics such as revenue, profit, and market share to support management decision-making
• Support forecasting and planning processes by providing data-driven insights and analysis
• Prepare periodic (monthly/quarterly/annual) performance reports summarizing financial and business results
• Analyze trends and variances in revenue, profit, and market share across business units and time periods
• Prepare presentation materials and data for internal and external meetings, including Headquarters (HQ) reporting
• Collaborate with cross-functional teams to gather and consolidate data for financial and business reporting
• Prepare ad-hoc reports and analysis as assigned by leadership and HQ
• Continuously improve reporting templates, tools, and processes to enhance efficiency and accuracy

Requirements:

• Bachelor's degree in accounting, finance, or related
• 0 to 2 years job related experience preferredMust have finance or accounting or business planning experience utilizing ERP system Experience in SAP a plus
• Strong understanding of financial statement and analytical skills
• Bilingual in Korean required (read, write, speak)
• Must have Microsoft Office Suite of PC software applications experience with moderate Excel spreadsheet preparation skills
• The ability to prioritize multiple and simultaneous projects, issues and activities.
• Manage tasks, time and allocate resources effectively
• Ability to communicate in writing, and orally, financial data to others.
• Ability to independently or as a team member achieve personal and team goals and complete assignments within well-established policies and administrative procedures

Benefits Include:

• Medical
• Dental
• Vision
• 401k
• Paid Time Off, + more!

About Us

At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact.

Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.