Specialist, Financial Planning & Analysis

View full description

Requirements:

• Bachelor’s degree in Finance, Business, Accounting, Economics, or related field.
• 4+ years of experience in FP&A, corporate finance, or related financial analysis role.
• Very strong proficiency in Excel with formulas and financial modeling capabilities.

Responsibilities:

• Serve as the main point of contact for financial planning across designated business units.
• Build strong relationships with VPs, directors, and their teams to understand operational plans and their financial implications.
• Guide stakeholders through the forecast process and challenge assumptions where necessary to drive accountability and alignment with budget constraints.
• Prepare forecast summaries and communicate expected results to department heads.
• Provide transparency around forecast drivers and maintain consistency across planning cycles.
• Build and maintain models for monthly forecasting, annual budgeting, and long-range strategic planning.
• Develop and refine planning assumptions and cost drivers in collaboration with operational leads.
• Support scenario modeling for major initiatives.
• Analyze financial results to identify performance drivers, trends, and opportunities.
• Recommend actions to address gaps, improve efficiency, and align spending to strategic goals.
• Calculate and interpret KPIs to inform leadership decisions and support business reviews.