Financial Planning and Analysis Analyst
Core
Provide business and financial guidance to management through planning, forecasting, and analysis of budgets, variances, and strategic initiatives.
Role type
Individual contributor Financial Planning & Analysis Analyst
Builds
Automated forecast variance models, financial reports, and KPI dashboards for business units
Domain
HR Technology / SaaS / Public Company Finance
Required skills
Financial modeling, Forecasting, Variance analysis, Data mining, Advanced Excel, PowerPoint, Anaplan, Tableau
Preferred skills
PEO business concepts, CLTV, CTS metrics, Public company experience, CPA, CMA
Technologies
Anaplan, Tableau, Fieldglass, ServiceNow
Responsibilities
Prepare monthly, quarterly, and annual forecasts; Report on actual financial results against targets; Build automated forecast variance models; Participate in data mining and reporting of business unit KPIs; Assist with Quarterly Business Review materials; Track and forecast technical contractor expenses
Seniority
Mid-level, hands-on IC
