Financial Planning Analyst

AARP; Washington (District of Columbia); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k)

Health, dental, and vision plans

Paid time off

Tuition reimbursement

Life insurance

Job summary

AARP is seeking a Financial Planning Analyst to support forecasts, revenues, expenses, and other aspects of the business. Analyzes financial data and interprets statements to identify trends and risks. Partners with management to streamline finance processes and develop new procedures.

Based in Washington, DC with a hybrid work environment, this role collaborates with the Enterprise Strategy Group and uses state-of-the-art financial software to automate reporting and analysis.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• 0–2 years of experience in financial analysis, accounting, FP&A, or similar.
• Proficient in Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Analyze financial data and provide recommendations.
• Prepare budgets and analyze departmental budgets with insights.
• Compile and review budgets with consideration of performance and expenses.
• Communicate complex financial information to stakeholders with clear reports.
• Provide day-to-day financial analysis for internal and external clients.
• Leverage financial software to improve reporting and data visualization.

Skills

Financial analysis

Budgeting

Excel

PowerPoint

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field

Tools

Microsoft Excel

PowerPoint

Job description

Overview

AARP is the nation's largest nonprofit, nonpartian organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal fulfillment. AARP also works for individuals in the marketplace by sparking new solutions and allowing carefully chosen, high-quality products and services to carry the AARP name. As a trusted source for news and information, AARP produces the nation's largest-circulation publications,

Overview

AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million Americans 50-plus and their families: health and financial security, and personal fulfillment. AARP also works for individuals in the marketplace by sparking new solutions and allowing carefully chosen, high-quality products and services to carry the AARP name. As a trusted source for news and information, AARP produces the nation's largest-circulation publications, AARP The Magazine and the AARP Bulletin. Financial Planning and Analysis (FP&A) is responsible for developing AARP's annual budget, three periodic financial forecasts, and multi-year financial plan. The team partners closely with the Enterprise Strategy Group to ensure financial resources are available and aligned with the strategic priorities as approved by AARP leadership and the Board. FP&A also provides an array of financial analytical services to AARP business groups, leadership and the Board.

The Financial Planning Analyst role supports the generation of financial forecasts, revenues, expenses, and other aspects of the business. Analyzes financial data and interprets financial statements to identify trends, patterns, and potential risks. Supports and partners with management in a variety of ways, including developing analyses and reports for use in decision-making. Collaborates with management to identify opportunities to streamline finance processes and to develop new procedures that support the overall organization.

Responsibilities

• Analyzes financial data and makes recommendations based on the analysis.
• Provides financial budgeting support for a business unit or department and analyzes budgets with insight into business changes.
• With guidance from manager and/or senior financial analysts, compiles and reviews departmental budgets, taking into consideration actual performance, previous expenditures, and estimated expenses and income.
• Communicates complex financial information to both financial and non-financial stakeholders, via excellent written and verbal communication skills; creates and presents clear and concise reports and presentations.
• With guidance from manager and other financial leadership, provides regular day-to-day financial analysis for clients, including internal and external stakeholders.
• Leverages state of the art financial software suite to continuously improve and automate financial reporting and analysis capabilities, including data visualization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
• 0-2 years of experience in financial analysis, accounting, FP&A, or a similar area
• Comfortable working with Microsoft Office tools, especially Excel and PowerPoint

AARP will not sponsor an employment visa for this position at this time.

Additional Requirements

• Regular and reliable job attendance
• Effective verbal and written communication skills
• Exhibit respect and understanding of others to maintain professional relationships
• Independent judgement in evaluation options to make sound decisions
• In office/open office environment with the ability to work effectively surrounded by moderate noise

Hybrid Work Environment

AARP observes Mondays and Fridays as remote workdays, except for essential functions. Remote work can only be done within the United States and its territories.

Compensation And Benefits

AARP offers a competitive compensation and benefits package including a 401(k); 100% company-funded pension plan; health, dental, and vision plans; life insurance; paid time off to include company and individual holidays, vacation, sick, caregiving, and parental leave; performance-based and peer-based recognition and tuition reimbursement.

Equal Employment Opportunity

AARP is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. AARP does not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, mental or physical disability, genetic information, veteran status, or on any other basis prohibited by applicable law.