Financial Planning & Analysis Analyst II

Position Summary

We are looking for a detail-oriented and results-driven Financial Planning & Analysis Analyst II to join our Finance team. This role will play a critical part in driving financial performance by providing accurate analysis, insightful reporting, and strategic recommendations. The Senior FP&A Analyst will collaborate with cross-functional departments and senior leadership to support budgeting, forecasting, financial modeling, and decision‑making processes that align with business objectives.

Key Responsibilities

Financial Planning & Forecasting

Lead the preparation, consolidation, and analysis of annual budgets, quarterly forecasts, and long‑range financial plans.

Develop financial models to support scenario planning, strategic initiatives, and business cases.

Partner with business leaders to provide financial insights that drive performance and cost optimization.

Reporting & Analysis

Deliver timely and accurate monthly / quarterly management reports, including variance analysis against budget and forecast.

Analyze financial results, trends, and key performance indicators (KPIs) to identify risks and opportunities.

Provide actionable insights and recommendations to senior management for informed decision‑making.

Collaboration & Business Partnership

Work closely with cross‑functional teams (Operations, HR, Sales, and other departments) to understand financial drivers and align business strategies with financial goals.

Support leadership in preparing presentations and reports for executive management and stakeholders.

Provide mentorship and guidance to junior analysts within the FP&A team.

Process Improvement & Compliance

Streamline and enhance financial planning processes, tools, and reporting systems for efficiency and accuracy.

Ensure compliance with company policies, accounting principles, and regulatory requirements.

Leverage financial systems and data analytics tools to optimize reporting and forecasting capabilities.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA, CFA, or MBA preferred).

Minimum of 5+ years of progressive experience in financial planning, analysis, or related finance roles.

Strong financial modeling and advanced Excel skills; experience with ERP / financial systems (e.g., Oracle, SAP, Hyperion, or similar).

Excellent analytical, problem‑solving, and quantitative skills with keen attention to detail.

Strong business acumen and ability to translate financial data into strategic insights.

Excellent communication, presentation, and interpersonal skills.

Ability to manage multiple priorities in a fast‑paced environment.

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