Financial Planning Analyst
Core
Partner with Accounting to drive month-end close, budget-to-actual reporting, and investor/Board reporting while maintaining the corporate operating model and three-statement forecasting.
Role type
Mid-level Financial Planning & Analysis (FP&A) Analyst
Builds
Monthly financial close, budget-to-actual reports, three-statement forecasts, and investor/lender reporting packages
Domain
Fintech / Financial Services
Deliverable
dashboards & analysis
Required skills
Three-statement modeling, long-range forecasting, advanced Excel, SQL, financial variance analysis, driver-based planning, financial reporting
Preferred skills
BI/visualization tools (Tableau, Power BI), planning platforms (Workday Adaptive Planning, Anaplan), experience in investment banking or private credit
Responsibilities
Prepare accruals and variance commentary for monthly close; own department-level budget-to-actual reporting; maintain corporate operating model and three-statement forecasting; support annual budget and rolling forecast processes; prepare recurring reporting for equity investors and lenders; deliver ad hoc analysis for senior leadership
Seniority
Mid-level, hands-on IC
