Financial Plan & Analysis Specialist
Core
Support Finance Operations by collecting operational data, conducting variance analysis, and performing budgeting and forecasting to support major business decisions.
Role type
Financial Planning & Analysis (FP&A) Specialist
Builds
Financial plans, budgets, forecasts, and performance reports
Domain
Corporate Finance / Professional Services
Required skills
Financial planning and analysis, budgeting, forecasting, scenario modeling, performance reporting, data analysis, transaction reconciliation, strategic mindset, problem solving
Preferred skills
Professional certification (CFA, FSA, CA), data visualization, advanced Microsoft Office
Technologies
Microsoft Office, data visualization tools
Responsibilities
Collect operational data reports, conduct variance analysis, create financial plans and budgets, perform forecasting and scenario modeling, manage small teams or work efforts, interact with internal stakeholders and management
Seniority
Mid-Senior, individual contributor with potential team management
