Senior Financial Analyst, FP&A Corporate Planning

Kls-Martin-Group; Jacksonville (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Kls-Martin-Group is seeking a Senior Financial Analyst to support corporate planning, budgeting, forecasting, and financial modeling. You will partner with cross-functional teams to translate data into actionable insights and drive strategic initiatives.

The role emphasizes driver-based modeling, KPI development, and executive-level reporting, leveraging automation to improve accuracy and efficiency.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related quantitative field.
• 3–6 years of FP&A, corporate finance or finance analytics experience.
• Experience building and standardizing complex financial models from structured data.
• Experience with Power BI or Tableau and advanced Excel.

Responsibilities

• Lead annual budgeting, rolling forecast and long-range planning processes.
• Develop driver-based financial models and performance dashboards.
• Provide executive-level analyses and business cases for strategic decisions.
• Partner with cross-functional teams to support planning and initiatives.
• Ensure model integrity and automate reporting where possible.

Skills

Analytical thinking

Cross-functional collaboration

Communication

Problem solving

Leadership

Education

Bachelor's degree

Tools

Power BI

Tableau

SQL

SAP

Excel

Job description

Job SummaryThe Senior Financial Analyst, Corporate Planning supports the Manager, FP&A – Corporate Planning in delivering financial planning, business analytics and decision support that enables informed operational, financial and strategic decisions across the organization. The position plays a key role in the annual budgeting, rolling forecast and long-range planning processes while developing financial models, supporting consolidated financial planning and providing meaningful analysis of business performance.Serving as the primary Finance business partner for assigned business areas, this role represents the Finance organization by providing proactive financial guidance, translating financial and operational data into actionable business insights, and supporting strategic initiatives through financial analysis and business case development. The Senior Financial Analyst develops meaningful performance metrics, executive reporting and analytical solutions while leveraging technology, automation and data analytics to continuously improve financial processes, eliminate manual work and strengthen the Finance organization's capabilities.Essential Functions, Duties, and ResponsibilitiesCorporate Planning & AnalysisSupports the annual budgeting, rolling forecast and long-range planning processes by coordinating assigned planning activities, developing financial models and preparing supporting analyses.Develops and maintains forecasts for assigned business units while assisting in the preparation of consolidated income statement, balance sheet and cash flow forecasts.Supports strategic and capital planning through financial modeling, business case development, investment analysis and post-implementation performance measurement.Evaluates planning assumptions, forecast accuracy and changing business conditions to recommend updates and improve planning quality.Prepares executive-level financial analyses, presentations and planning materials that support strategic decision-making.Business Analytics & Performance ManagementAnalyzes financial and operational performance by developing meaningful KPIs, dashboards and performance metrics that provide actionable insights at both the business unit and consolidated organizational levels.Identifies trends, risks, opportunities and key business drivers through profitability, variance and operational performance analyses, translating complex information into practical business recommendations.Supports strategic and operational decision-making by evaluating financial performance against budget, forecast, prior periods and business objectives.Synthesizes financial and operational information into concise executive-level insights that improve organizational decision-making.Financial Modeling & Structured ForecastingDevelops and maintains structured, driver-based financial models that support budgeting, forecasting, scenario planning and strategic decision-making.Builds scalable, repeatable modeling solutions that translate operational metrics and business assumptions into meaningful financial outcomes.Ensures model integrity through standardized design, documentation, validation and continuous refinement.Continuously enhances financial model architecture to improve automation, consistency, scalability and long-term maintainability.Technology, Automation & Continuous ImprovementLeverages technology, automation, AI and data analytics to improve financial analysis, reporting and decision support.Develops scalable reporting solutions and analytical tools that improve efficiency, reduce manual effort and strengthen organizational capabilities.Partners with Finance Technology & Transformation to improve reporting, data quality and analytical capabilities while promoting standardized Finance processes.Continuously identifies opportunities to simplify workflows and leverage emerging technologies to enhance Finance operations.Business Partnering & Cross-Functional CollaborationServes as the primary Finance business partner for assigned business areas by developing collaborative relationships and providing proactive financial guidance and analytical support.Challenges assumptions, validates financial and operational information, and exercises sound business judgment to develop objective recommendations that improve business decisions.Partners across Accounting, Finance Technology & Transformation and operational teams to support planning, strategic initiatives and organizational priorities.Communicates financial information, analytical findings and recommendations effectively to operational leaders and executive leadership.Leads assigned planning, forecasting and analytical initiatives while coordinating activities across Finance and cross-functional stakeholders.Educational and Experience RequirementsBachelor’s degree in Finance, Accounting, Economics, Data or Business Analytics, Management Information Systems or a related quantitative field3–6 years of experience in FP&A, corporate finance or finance analyticsDemonstrated experience building and standardizing complex financial models from structured data BI tools such as Power BI or TableauAdvanced Excel proficiency including structured modeling and data manipulation andExperience integrating financial models with ERP data and structured datasets, SAP preferredSQL demonstrated experience working directly with structured data strongly preferredExperience in operational or manufacturing environments preferredKnowledge, Skills, and AbilitiesContinuous improvement mindset with a passion for simplifying processes, leveraging technology and improving organizational decision-makingAbility to synthesize complex financial and operational information into concise executive-level presentations and recommendationsStrong analytical and critical-thinking capability with the ability to translate complex data into structured financial analysis and actionable recommendationsClear and professional communicator who partners effectively across functions to align financial outputs with business needsDemonstrates sound judgment in evaluating assumptions, validating data and maintaining model integrityHigh standards of accuracy, integrity and professionalism, with a commitment to protecting financial dataProactive and accountable, with the initiative to identify opportunities for improvement and follow through to completionDetail-oriented with the ability to balance precision and business contextSkill RequirementsTyping/computer keyboardUtilize computer software (specified above)Retrieve and compile informationMaintain records/logsVerify data and informationOrganize and prioritize information/tasksOperate office equipmentAdvanced mathematical concepts (fractions, decimals, ratios, percentages, graphs)Verbal communicationWritten communicationPublic speaking/group presentationsResearch, analyze and interpret informationInvestigate, evaluate, recommend actionLeadership and supervisory, managing peopleBasic mathematical concepts (e.g. add, subtract)Abstract mathematical concepts (interpolation, inference, frequency, reliability, formulas, equations, statistics)Physical RequirementsSitting for extended periodsExtended periods viewing computer screenWalkingReadingSpeakingHear/ListenMaintain regular, punctual attendanceRepetitive MotionsPushing/PullingBending/StoopingReaching/GraspingWritingHazardsNormal office environmentAll qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.