Senior FP&A Analyst: Strategic Planning & Forecasting

Corix; Cleveland (OH); Hybrid; USD 111,000 - 124,000; Full time

Job summary

Corix in Cleveland, OH is seeking a Senior Financial Planning Analyst to build and maintain long-range financial and capital planning models for operations and projects. You will assist with journal entries, accruals, and month-end tasks while supporting regulatory filings and budget reporting packages.

You will develop budgeting and forecasting models, analyze variances, and support rate case research. This role reports to the Financial Planning & Analysis Manager in a collaborative, fast-paced

Qualifications

• 5+ years of accounting/finance experience.
• Degree in Accounting or Finance required.
• CPA/CFA/CA/CMA/MBA or equivalent professional designation preferred.

Responsibilities

• Develop and maintain financial planning, forecasting, and valuation models for budgeting and regulatory filings.
• Prepare annual multi-year budgets and monthly rolling forecasts.
• Analyze monthly variances and consolidate financial results across business units.
• Provide regulatory data requests support and rate case research.
• Participate in month-end close: journal entries and related tasks.
• Identify opportunities to standardize data and improve reporting efficiencies.

Skills

Analytical skills

Regulatory reporting

Cross-functional influence

Education

Degree in Accounting or Finance

Professional credential (CPA/CFA/CA/CMA/MBA)

Job description

Corix in Cleveland, OH is seeking a Senior Financial Planning Analyst to build and maintain long-range financial and capital planning models for operations and projects. You will assist with journal entries, accruals, and month-end tasks while supporting regulatory filings and budget reporting packages.

You will develop budgeting and forecasting models, analyze variances, and support rate case research. This role reports to the Financial Planning & Analysis Manager in a collaborative, fast-paced