Financial Planning & Reporting Analyst
Core
Support monthly/quarterly reporting, annual budgeting, and long-term financial planning while building automated financial models and leveraging BI tools for strategic decision-making.
Role type
Financial Planning & Reporting Analyst
Builds
Scalable automated financial models, reporting calendars, Board/lender packs, and data visualization dashboards
Domain
Non-profit agriculture / Financial Planning & Analysis
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Financial modeling, SQL, R, Python, DAX, Power BI, SSRS, GAAP accounting, Business Planning process
Preferred skills
None stated
Technologies
G-Sheets, Planful, SQL, R, Python, DAX, Power BI, SSRS
Responsibilities
Build and maintain scalable automated financial models for budgeting and forecasting; Coordinate monthly/quarterly reporting cycles and prepare reports; Manage data integration between internal tools and Data Warehouse; Assist in annual budgeting and five-year projection processes; Provide ad hoc analytical support via scenario modeling and deep-dive analysis
Seniority
Individual Contributor
