
Senior Financial Planning and Analysis Specialist
2 days ago
We are seeking a highly skilled financial professional to support our clients by managing their back-end financial operations. This role is pivotal in ensuring seamless financial modeling, analysis, and reporting while leveraging advanced tools to improve efficiency and automation.
The ideal candidate will possess strong accounting foundations and at least 5 years of experience in financial planning and analysis (FP&A) or a similar role. They should be proficient in financial modeling and have expertise in Excel, Power Query, and other relevant tools. Additionally, they should be able to communicate complex financial concepts clearly to both internal and external stakeholders.
Beyond technical skills, the successful candidate will demonstrate excellent analytical and problem-solving skills, strong organizational skills, and attention to detail. They should be able to manage multiple projects simultaneously and ensure that all deliverables meet the highest standards of accuracy and timeliness.
Responsibilities
- Build and maintain advanced financial models to support decision-making for our clients.
- Develop and enhance KPI dashboards and other performance tracking tools.
- Automate manual processes in Excel, Power Query, and other platforms to improve efficiency.
- Conduct detailed financial analysis and reporting, ensuring accuracy and clarity.
- Provide support with FP&A functions, including budgeting, forecasting, and variance analysis.
- Collaborate with the team to streamline financial workflows and optimize reporting structures.
- Assist with bookkeeping tasks, as needed, and identify opportunities for automation.
Qualifications
- Education: Bachelor's degree in Accounting, Finance, or a related field; CPA or CFA certification is a plus.
- Experience: Strong accounting foundation with at least 5 years of experience in FP&A or a similar role.
- Advanced proficiency in financial modeling.
- Expertise in Excel, Power Query, and other relevant tools.
- Skills: Excellent analytical and problem-solving skills, strong organizational skills, attention to detail, and ability to communicate complex financial concepts clearly.
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