Financial Planning & Budgeting Consultant

Jobtailor; Columbus (OH); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Columbus, OH, is seeking an experienced financial analyst to provide insight into operational and financial performance through analysis of results versus budget, and to drive annual and quarterly planning and forecasting.

The role requires partnering with cross-functional teams, leading the development of actionable reports, and maintaining forecast models to support strategic decisions across the business.

Qualifications

• 8+ years’ experience in full‑time financial or analytical position.
• Strong knowledge of finance and accounting interaction.
• Undergraduate degree in finance, accounting, economics, or related field preferred

Responsibilities

• Provide insight into operational and financial business performance through analysis of results vs budget.
• Develop and drive annual and quarterly planning and forecasting process.
• Collaborate with cross‑functional teams and build relationships.
• Lead the development of actionable reports.
• Manage the inventory of reports using PeopleSoft/Hyperion.
• Prepare and present complex financial data.
• Identify trends, highlight variances, and recommend adjustments.
• Recommend new financial analysis techniques.
• Support finance business partners with data.
• Design, maintain, and improve forecast models

Skills

Financial acumen

Excel

PowerPoint

Hyperion

PeopleSoft

Education

Undergraduate degree in finance, accounting, economics, or related field

Tools

Excel

PowerPoint

PeopleSoft

Hyperion

Job description

Responsibilities

• Provide insight into operational and financial business performance through analysis of results vs budget
• Develop and drive annual and quarterly planning and forecasting process
• Collaborate with cross‑functional teams and build relationships
• Lead the development of actionable reports
• Manage the inventory of reports using PeopleSoft/Hyperion
• Prepare and present complex financial data
• Identify trends, highlight variances, and recommend adjustments
• Recommend new financial analysis techniques
• Support finance business partners with data
• Design, maintain, and improve forecast models

Requirements

• 8+ years’ experience in full‑time financial or analytical position
• Strong knowledge of finance and accounting interaction
• Undergraduate degree in finance, accounting, economics, or related field preferred
• High level of proficiency with Microsoft Office suite (Excel and PowerPoint required)
• Hands‑on experience with Hyperion planning application preferred
• PeopleSoft/back‑end development curiosity
• Accounting/finance knowledge

Core Competencies

Demonstrates expertise in financial analysis, forecasting, and reporting, with a strong ability to collaborate across teams and present complex data effectively. Proficient in utilizing financial tools and methodologies to drive business performance and support strategic decision‑making.

Tools & Technologies

• Microsoft PowerPoint
• PeopleSoft
• Hyperion