Financial Planning and Analysis Specialist

Holtec International; Camden (NJ); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Hybrid work

401(k) matching

Paid time off

Holidays

Wellness program

Commuter benefits

Life and AD&D insurance

Education assistance

Employee assistance program

Job summary

Holtec International seeks an FP&A Analyst to support budgeting, forecasting, and long-range planning. You will analyze financial performance, identify trends, and deliver actionable insights to optimize decisions and resource allocation.

The role partners with cross-functional teams to model scenarios and improve planning accuracy, consistently ensuring data integrity and robust reporting. You will develop financial models, perform variance analyses, and contribute to month-end/quarter-end

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
• MBA/CPA/CMA designation preferred.
• Three to five years of FP&A experience in a global manufacturing environment.
• Strong knowledge of budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Proficiency with Microsoft Office Suite, with advanced Excel skills.
• Experience with ERP systems and corporate accounting packages; FP&A software a plus.
• Familiarity with BI/data visualization tools, including Power BI.
• Strong analytical, problem-solving, and organizational skills with ability to interpret complex financial information.
• Excellent written and verbal communication; ability to collaborate cross-functionally.
• Demonstrated ability to manage multiple priorities in a fast-paced, global environment.

Responsibilities

• Support the annual budgeting, forecasting, and long-range planning processes.
• Analyze financial and operational performance, identify trends and variances, and provide actionable insights.
• Prepare recurring and ad hoc financial reports, presentations, and analyses for leadership and stakeholders.
• Partner with cross-functional teams to evaluate financial impacts and improve planning accuracy.
• Develop financial models and scenario analyses to assess opportunities, risks, and strategic decisions.
• Monitor performance and propose actions to improve financial results and efficiency.
• Contribute to continuous improvement of planning processes and internal controls.
• Ensure accuracy and integrity of financial data for planning and reporting.
• Support month-end and quarter-end reviews by analyzing results and drivers.
• Stay informed on business priorities and market trends to provide insights.

Skills

Budgeting

Forecasting

Financial modeling

Variance analysis

Management reporting

Excel advanced

ERP systems

Power BI

Cross-functional collaboration

Analytical skills

Education

Bachelor’s degree in Finance/Accounting/Business

MBA/CPA/CMA preferred

Tools

ERP systems

Power BI

Microsoft Office

Job description

The Financial Planning & Analysis (FP&A) Analyst responsible for supporting financial planning, budgeting, forecasting, and performance analysis to help guide business decisions and achieve organizational goals. This role analyzes financial data, identifies trends and risks, and provides insights that improve operational and financial performance. Working closely with cross-functional teams, the FP&A Analyst helps ensure sound financial planning, informed decision-making, and effective resource allocation across the organization.

Primary Responsibilities:

• Support the annual budgeting, forecasting, and long-range planning processes to align financial plans with business objectives.
• Analyze financial and operational performance, identify trends and variances, and provide actionable insights to support decision-making.
• Prepare recurring and ad hoc financial reports, presentations, and business analyses for leadership and key stakeholders.
• Partner with cross-functional teams to evaluate financial impacts, support business initiatives, and improve planning accuracy.
• Develop financial models and scenario analyses to assess opportunities, risks, and strategic decisions.
• Monitor business performance and recommend actions to improve financial results and operational efficiency.
• Contribute to the continuous improvement of financial planning processes, reporting practices, and internal controls.
• Ensure the accuracy, consistency, and integrity of financial data used for planning, analysis, and reporting.
• Support month-end and quarter-end financial review activities by analyzing results and explaining key business drivers.
• Stay informed on business priorities and market trends to provide relevant financial insights and recommendations.

Requirements:

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field required.
• Master's in Business Administration (MBA), Certified Public Accountant (CPA), or Certified Management Accountant (CMA) designation preferred.
• Three to five years of financial planning and analysis (FP&A) experience in a global manufacturing environment.
• Strong knowledge of budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Proficiency with Microsoft Office Suite, with advanced Microsoft Excel skills required.
• Experience working with enterprise resource planning (ERP) systems and Corporate Accounting package required; experience with financial planning and analysis software is a plus.
• Experience with business intelligence and data visualization tools, including Power BI, is a plus.
• Strong analytical, problem-solving, and organizational skills with the ability to interpret complex financial information and provide actionable insights.
• Excellent written and verbal communication skills with the ability to collaborate effectively across functions and present information to diverse audiences.
• Demonstrated ability to manage multiple priorities, meet deadlines, and adapt in a fast-paced, global business environment.
• Strong communication and relationship-building skills, with the ability to influence senior managers
• Excellent organizational and time-management skills

A Generation Ahead by Design™

Investing in people who power the future.

We believe great work deserves great rewards. Our benefits go beyond the basics, reflecting our commitment to supporting your whole self…your health, your future, and your career growth. This includes:

Compensation:

• Annual compensation based on skills and experience ranging from $80,000 to $95,000.
• Industry-leading medical, dental, and vision coverage with a generous employer premium contribution and Day 1 eligibility!
• FLEX Program - Hybrid work opportunities available for eligible roles, where business needs and role requirements allow
• 401(k) retirement plan with up to a 5% company match and immediate vesting to support long-term financial security
• Paid time off and 11 paid holidays to support rest, balance, and recharge
• Wellness program offering rewards for participation in company-supported health initiatives
• Commuter benefits supporting mass transit and commuter parking options
• Company-paid life and AD&D insurance for added peace of mind
• Education assistance to support continued education and professional growth
• Employee support and voluntary benefits, including an Employee Assistance Program and optional coverage such as disability, legal, identity theft, and insurance programs
• Benefits eligibility and offerings may vary based on role, location, and employment status