Financial Planning Analyst - Budgeting/Forecasting Specialist
New
Argentina. Brazil. Colombia. Mexico, U.S. client business hoursFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years
- Required Skills
- Microsoft Power BITableauMicrosoft ExcelGoogle SheetsWorkdayLooker
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 3+ years in financial planning/analysis, budgeting, or forecasting
- Advanced Excel/Google Sheets (nested formulas, pivot tables, sensitivity modeling)
- Experience preparing variance analyses for leadership
- Highly analytical with an eye for detail
- Comfortable building models from scratch and explaining them simply
- Proactive in identifying trends, risks, and opportunities
- Skilled communicator who can influence leaders through data-driven storytelling
- FP&A tool experience (Anaplan, Adaptive Insights, Hyperion, Workday) (Ideal)
- MBA, CFA, or CPA credential (Ideal)
- Experience forecasting for SaaS, real estate, or professional services (Ideal)
- Familiarity with BI/analytics platforms (Power BI, Tableau, Looker) (Ideal)
Responsibilities
- Lead preparation of annual operating and capital budgets.
- Consolidate inputs across departments and business units.
- Ensure budgets align with company goals and resource constraints.
- Maintain rolling forecasts for revenue, expenses, and cash flow.
- Update models monthly or quarterly with actuals, adjusting assumptions.
- Build scenario and sensitivity analyses to test potential outcomes.
- Compare actual results to budgets/forecasts.
- Prepare written commentary to explain variances and recommend corrective actions.
- Build dynamic Excel or Google Sheets models (DCF, ROI, IRR, break-even).
- Use advanced formulas, macros, or BI tool integrations to improve accuracy.
- Prepare management reporting packages with dashboards and visualizations.
- Present insights to executives, highlighting risks and opportunities.
- Partner with department heads to align forecasts with operational plans.
- Work with FP&A teams to refine planning assumptions.
- Identify inefficiencies in forecasting workflows.
- Implement new FP&A software or improve data integrations (Adaptive Insights, Anaplan, Workday, or equivalent).
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