Senior Financial Planning Analyst

Jobtailor; Woodcliff Lake (NJ); On-site; USD 110,000 - 150,000; Full time

Job summary

Jobtailor is seeking a finance professional to perform analysis and modeling to support business leaders in data-driven decision making, while leading budgeting and forecast activities across the organization.

The role emphasizes KPI establishment, expense management, cross-functional collaboration, and presenting executive materials for boards and investors, including SEC-related support.

Qualifications

• Bachelors degree in Finance or Accounting required.
• MBA preferred.
• 3+ years of similar experience.
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Manufacturing and/or service industry experience.
• Public company experience.

Responsibilities

• Performs financial analysis and modeling to provide actionable information to business leaders.
• Leads the preparation of annual budgets and interim financial projections.
• Provides monthly financial and operations reporting to business leaders with comparisons to Budget and Prior Year with key commentary on material variances.
• Analyzes, interprets and communicates KPI and financial variances to management.
• Prepares executive and board level presentations.
• Assists with periodic updates to investor presentations and other business-related matters.
• W orks collaboratively to set financial and operational goals across the organization.
• Focuses on expense and headcount management and establishes KPIs that drive results.
• Monitors, tracks and reports progress towards goals and KPIs.

Skills

Financial analysis

Budgeting

KPI development

Excel proficiency

Cross-functional collaboration

Presentation skills

Forecasting

Variance analysis

Education

Bachelor's degree in Finance or Accounting

MBA preferred

Tools

Microsoft Office

Financial modeling

Excel

Job description

• Performs financial analysis and modeling to provide actionable information to business leaders
• Leads the preparation of annual budgets and interim financial projections
• Provides monthly financial and operations reporting to business leaders with comparisons to Budget and Prior Year with key commentary on material variances
• Analyzes, interprets and communicates KPI and financial variances to management
• Prepares executive and board level presentations
• Assists with periodic updates to investor presentation and other business-related matters
• Works collaboratively within the organization to set financial and operational goals
• Focused on expense and headcount management across the organization
• Establishes KPIs that drive business results
• Monitors, tracks and reports progress towards the goals and KPIs
• Provides ad-hoc analysis and reports as requested by CFO and other business leaders
• Leads the annual financial budget process
• Provides monthly updated financial forecasts
• Provides monthly cross-functional sales, operations and financial reporting, translating data into actionable insights
• Primary financial liaison for relevant department heads, providing data-driven recommendations
• Supports quarter end SEC filings and earnings call preparation

Requirements

• Bachelor's degree in Finance or Accounting
• MBA preferred
• 3+ years similar experience
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• Manufacturing and or service industry experience
• Public company experience

Core Competencies

Demonstrates expertise in financial analysis, modeling, and reporting, with a strong focus on budget preparation, KPI establishment, and cross-functional collaboration. Proficient in providing actionable insights and data-driven recommendations to support business leaders and drive operational goals.

Highest-signal resume keywords

• Financial Analysis
• Budget Preparation
• KPI Establishment
• Microsoft Office Proficiency
• Public Company Experience

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Variance Analysis
• Forecasting
• Expense Management
• Ad-Hoc Reporting

Soft Skills

• Collaboration
• Communication
• Presentation Skills

Certifications & Qualifications

• Bachelor's Degree in Finance or Accounting
• MBA Preferred

Industry Keywords

• Manufacturing Industry
• Service Industry
• Public Company Experience
• SEC Filings