Senior Financial Planning Analyst specializing in budgeting and advanced Excel modeling supports an assigned portfolio through accurate, decision-ready financial insight.
This senior finance partner works with business leaders and the Senior Director, Financial Planning & Analysis. The position owns monthly analysis, annual budgets, forecasts, revenue reporting, and commission calculations. It connects financial results with operational drivers, risks, and opportunities for informed decisions.
Key Responsibilities:
- Review monthly results and explain material revenue and expense variances
- Prepare budgets, forecasts, models, and supporting performance assumptions
- Calculate commissions and variable compensation accurately and timely
- Translate complex analysis into management presentations and recommendations
- Improve recurring models, dashboards, reporting processes, and financial controls
Requirements:
- Five or more years of progressive Finance or FP&A experience
- Bachelor's degree in Finance, Accounting, Economics, Business, or related field
- Advanced Excel, strong PowerPoint, and modeling capabilities
- Business judgment connecting financial results with operational drivers
- Clear communication, collaboration, ownership, and continuous improvement
Apply financial analysis, forecasting, Excel modeling, and business judgment to strengthen reporting and decision support across an assigned portfolio.
