Financial Planning Analyst

• Contribute to the annual budget and monthly forecast process alongside other team members and stakeholders across the organization.
• Prepare and evolve, as appropriate, templates and presentations for weekly, monthly, and annual reporting.
• Track and oversee KPIs and build out BI dashboards
• Investigate and analyze variances between actual, plan and forecast on a monthly basis. Develop complex financial models, identify key issues, convey results and propose alternatives to managers in a concise manner
• Collaborate with the accounting/GL team to ensure revenue and expenses are properly recorded.
• Collaborate cross-functionally with revenue teams across the organization to support long-range forecasting and the evaluation of strategic business decisions.
• Support executive leadership by providing timely ad hoc reporting on critical issues
• Proactively analyze data to identify opportunities for improvement / best practices
• Work closely with business, finance, and IT teams to automate data preparation and reporting, from conceptualization to implementation.
• Continuously improve and develop new reporting systems and processes

• A bachelor’s degree in accounting, finance, or related field
• A minimum of 3+ years of finance experience, with experience related to financial reporting, budgeting, resource allocation processes, and long-term strategic planning.
• Strong organizational skills, with a demonstrated ability to see projects to completion and ensure accuracy and precision.
• Motivated individual with strong communication skills. A track-record of thriving in an agile, entrepreneurial environment is also important.
• Proficient in Excel and PowerPoint; SAP, Power BI and Alteryx

• Medical, Dental, Vision insurance offered at 30 days of employment
• Generous Educational Reimbursement program
• Company sponsored Life and Disability Insurance
• Paid Time Off
• Ten (10) Paid Holidays per year
• 401K with Company Match

In order to ensure our success in the future, too, we need first-class employees – and we also have plenty to offer them.