
Senior Financial Planner
3 days ago
The Role:
Our organization is seeking a skilled financial modeling expert with expertise in building and maintaining fully integrated 3-statement financial models. This professional will be responsible for creating detailed financial projections, conducting scenario analyses, and providing strategic insights to drive business decisions.
Key Responsibilities:
- Develop and maintain driver-based forecasting models that connect operational metrics to financial outcomes.
- Design and implement dynamic revenue and cost drivers to support flexible scenario modeling and sensitivity analyses.
- Conduct rolling forecasts and update models regularly to reflect actuals, budgets, and forward-looking assumptions.
- Prepare clear and insightful variance analysis to guide strategic decisions.
- Support finance teams in creating board-ready reports and presentation materials.
- Ensure all models follow best practices in financial modeling.
- Collaborate cross-functionally with FP&A, operations, sales, and executive leadership to align forecasts with strategic goals.
Qualifications:
- 5+ years of experience in financial modeling, FP&A, investment banking, corporate finance, or related fields.
- Proven experience building 3-statement financial models in Excel.
- Deep understanding of GAAP financial statements and the mechanics of how P&L, balance sheet, and cash flow interconnect.
- Strong ability to translate operational inputs into financial impacts using driver-based logic.
- Experience creating sensitivity and scenario analyses for strategic planning.
- Excellent communication and presentation skills.
- Highly organized, with strong attention to detail and a mindset for continuous improvement.
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