Financial Planning Analyst

StaffXpert LLC; États-Unis; À distance; USD 85 000 - 125 000; Plein temps

Résumé du poste

StaffXpert LLC is seeking a Financial Planning & Analysis (FP&A) Representative for a remote role. The position supports budgeting, forecasting, financial analysis, and reporting to deliver insights for strategic planning.

You will partner with cross-functional teams, prepare reports and dashboards, perform variance analysis, and help optimize planning tools and processes while ensuring data accuracy. The ideal candidate has 3+ years FP&A experience and a relevant bachelor's degree.

Qualifications

• Bachelor's degree in finance, accounting, economics or related field.
• At least 3 years FP&A, corporate finance, or related finance experience.
• Strong budgeting, forecasting, reporting and variance analysis expertise.
• Advanced Excel skills including PivotTables, VLOOKUP/XLOOKUP, and financial modeling.

Responsabilités

• Develop and maintain financial forecasts, budgets, and planning models.
• Analyze performance, identify trends, risks, and opportunities.
• Prepare monthly, quarterly, and annual financial reports and dashboards.
• Present findings to management with actionable recommendations.
• Support modeling, scenario planning, and forecasting activities.
• Review contracts and PO documents to inform budgeting.
• Drive improvements to planning tools and processes.
• Ensure data accuracy and integrity of financial reporting.

Connaissances

Budgeting

Forecasting

Financial analysis

Variance analysis

Financial reporting

Excel proficiency

Communication skills

Cross-functional collaboration

Attention to detail

Financial modeling

Formation

Bachelor's degree in Finance or related field

Outils

Excel

OneStream

Hyperion

Anaplan

APPTIO

Description du poste

Job Title Financial Planning & Analysis (FP&A) Representative

Location Remote

Job Summary

STAFFXPERT LLC is seeking a Financial Planning & Analysis (FP&A) Representative on behalf of our client in a Remote location. This role is ideal for a finance professional with experience in budgeting, forecasting, financial analysis, and reporting. The selected candidate will work closely with cross-functional teams and business leaders to deliver financial insights, support strategic planning initiatives, and drive informed business decisions through accurate financial reporting and analysis.

Key Responsibilities

• Develop, maintain, and manage financial forecasts, budgets, and planning models.
• Analyze financial performance, identify trends, risks, and opportunities, and provide actionable recommendations.
• Partner with business stakeholders to understand key business drivers and support financial planning initiatives.
• Prepare monthly, quarterly, and annual financial reports, dashboards, and management presentations.
• Perform variance analysis and explain differences between actual results, budgets, and forecasts.
• Support financial modeling, scenario planning, and forecasting activities.
• Review purchase orders, contracts, and related financial documentation to support budgeting and forecasting efforts.
• Present financial findings, insights, and recommendations to management and business leaders.
• Contribute to process improvements, reporting enhancements, and optimization of planning tools and methodologies.
• Ensure accuracy, integrity, and consistency of financial data and reporting.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, Financial Analysis, or a related finance function.
• Strong experience with budgeting, forecasting, financial reporting, and variance analysis.
• Advanced proficiency in Microsoft Excel, including Pivot Tables, VLOOKUP/XLOOKUP, and financial modeling.
• Solid understanding of core financial concepts, including accruals, depreciation, amortization, and capitalization.
• Ability to interpret and analyze contracts, purchase orders, and financial agreements.
• Excellent analytical, problem-solving, organizational, and communication skills.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

• MBA, CPA, or other relevant financial certification.
• Experience with enterprise financial planning and reporting tools such as OneStream, Apptio, Hyperion, or Anaplan.
• Experience supporting technology-focused organizations or business units.
• Familiarity with financial dashboards, performance metrics, and business intelligence reporting.Experience driving process improvement initiatives within finance and planning functions.