Financial Planning Analyst

SpectrumCareers; Washington, Baltimore (District of Columbia, MD); On-site; USD 70,000 - 110,000; Full time

Job summary

SpectrumCareers is seeking a driven FP&A Analyst to join a growing finance team in the financial services/energy space in Washington, DC. You will build and maintain complex financial models to support forecasting, budgeting, and strategic decision-making, including M&A due diligence, valuation, and integration analysis.

You will partner with senior leadership to deliver actionable financial insights, prepare variance analyses and reporting packages, and streamline financial processes across

Qualifications

• 3–5 years of FP&A experience, ideally in financial services or energy.
• Strong financial modeling skills.
• M&A due diligence, valuation or integration experience.
• Systems-savvy with strong Excel; familiarity with FP&A tools is a plus.

Responsibilities

• Build and maintain complex financial models to support forecasting, budgeting, and strategic decisions.
• Support M&A due diligence, valuation, and integration analysis.
• Partner with senior leadership to deliver actionable financial insights.
• Prepare variance analyses, financial reporting packages, and ad hoc analyses.
• Identify opportunities to streamline financial processes and improve reporting efficiency.
• Collaborate cross-functionally with accounting, operations, and business unit leaders.

Skills

Financial modeling

M&A experience

Excel proficiency

Analytical skills

Communication skills

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

Excel

Financial planning/reporting tools

Job description

About the Role

We're seeking a driven FP&A Analyst to join a growing finance team within the financial services/energy space. This role is ideal for a strong financial modeler who thrives in a fast-paced environment and enjoys contributing to strategic initiatives, including M&A activity.

What You'll Do

• Build and maintain complex financial models to support forecasting, budgeting, and strategic decision-making
• Support M&A due diligence, valuation, and integration analysis
• Partner with senior leadership to deliver actionable financial insights
• Prepare variance analysis, financial reporting packages, and ad hoc analyses
• Identify opportunities to streamline financial processes and improve reporting efficiency
• Collaborate cross-functionally with accounting, operations, and business unit leaders

What You'll Need

• 3-5 years of FP&A experience, ideally within financial services or energy
• Strong financial modeling skills
• M&A experience (due diligence, valuation, or integration)
• Systems-savvy, with strong Excel skills; experience with financial planning/reporting tools a plus
• Strong analytical, communication, and organizational skills
• Bachelor's degree in Finance, Accounting, or related field