Senior Financial Planning Analyst

LHH; Madison (WI); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work environment

401(k) with company match

Career growth and advancement

Job summary

LHH is recruiting on behalf of a growing mid-sized organization for a Senior FP&A Analyst to join the finance team. The role will partner with leadership to drive planning, forecasting, reporting, and strategic decision-making across the business.

You will lead budgeting, build financial models, conduct variance analysis, and prepare executive dashboards and presentations. The ideal candidate has 5+ years in FP&A, advanced Excel, ERP experience, and strong business partnering skills.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of FP&A, corporate finance, or financial analysis experience.
• Advanced Excel and financial modeling skills.
• Experience with budgeting, forecasting, and management reporting.
• Strong communication and business partnering abilities.
• Experience with ERP systems and financial reporting tools.

Responsibilities

• Lead budgeting, forecasting, and long-range planning processes
• Develop and maintain financial models and business forecasts
• Perform variance analysis and identify key business drivers
• Prepare financial reports, dashboards, and executive presentations
• Partner with operational leaders to support strategic initiatives
• Analyze profitability, investments, and growth opportunities
• Improve reporting processes and financial analytics capabilities

Skills

Business partnering

Communication

Forecasting

Financial analysis

Cross-functional collaboration

Education

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

Tools

Excel

Financial modeling

ERP systems

Job description

Our client, a growing mid-sized organization, is seeking a Senior FP&A Analyst to join their finance team. This role will partner with leadership to drive financial planning, forecasting, reporting, and strategic decision-making across the business.

Key Responsibilities

• Lead budgeting, forecasting, and long-range planning processes
• Develop and maintain financial models and business forecasts
• Perform variance analysis and identify key business drivers
• Prepare financial reports, dashboards, and executive presentations
• Partner with operational leaders to support strategic initiatives
• Analyze profitability, investments, and growth opportunities
• Improve reporting processes and financial analytics capabilities

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5+ years of FP&A, corporate finance, or financial analysis experience
• Advanced Excel and financial modeling skills
• Experience with budgeting, forecasting, and management reporting
• Strong communication and business partnering abilities
• Experience with ERP systems and financial reporting tools

Preferred

• Manufacturing, distribution, healthcare, or consumer products industry experience

What’s Offered

• Competitive salary plus bonus opportunity
• 401(k) with company match
• Hybrid work environment
• Career growth and advancement opportunities

If you're looking for an opportunity to influence business strategy, partner with leadership, and make a meaningful impact within a growing organization, we'd love to hear from you.