
Strategic Financial Planner
1 week ago
This position involves providing financial guidance and support to senior leaders across major U.S. cities.
As a key partner to finance leaders, you will influence strategic decision-making, drive financial performance, and champion digital innovation within the finance organization.
You will lead critical initiatives across financial planning, business partnership, and process innovation to drive operational excellence.
Key responsibilities include managing the monthly forecast and annual budget cycles, ensuring alignment with business goals.
Additionally, you will summarize complex monthly and quarterly results into clear insights and actionable recommendations.
Build financial models, develop 'what-if' scenarios, and perform risk analyses to inform key initiatives.
Support scenario planning and long-term financial modeling efforts to inform strategic decisions.
Partner closely with Finance leadership to shape and support financial strategies and cross-functional teams (Operations, HR, IT) to integrate financial insights into broader business strategies.
Monitor key performance indicators (KPIs) and create executive dashboards to support business performance reviews.
Assist in preparing financial materials for the Board of Directors and Executive Committee meetings.
Respond to ad-hoc requests using data-driven, tech-enabled insights.
In This Role You Will Also- Act as a thought partner to senior Finance and Business leaders, proactively challenging assumptions and identifying areas for digital and financial optimization.
- Take ownership of key financial deliverables with minimal supervision, delivering insights that influence strategic decision-making.
- Present financial analysis and recommendations directly to executive leadership, helping shape critical business strategies.
- Champion the adoption of advanced financial tools, process automation, and data visualization to elevate analytics and reporting capabilities.
- Drive a high-performance culture through accountability, innovation, and operational excellence.
- Bachelor's Degree in Accounting, Finance, or related field
- Substantial experience in FP&A or financial analysis
- Strong expertise in P&L management, forecasting, and financial modeling
- Advanced proficiency in Microsoft Excel and PowerPoint
- Experience with Hyperion Financial Management, SmartView, and Oracle Planning EPM
- Strong analytical mindset and the ability to turn financial data into strategic recommendations
- Effective communicator with the ability to engage non-financial stakeholders
- Highly organized, detail-oriented, and able to manage deliverables independently in a remote environment
- Experience using AI-based tools, process automation platforms (e.g., Alteryz, Power Automate), and data visualization software (e.g., Power BI) is preferred
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