Senior Analyst, Financial Planning & Analysis
Core
Analyze financial forecasts, budgets, and operational performance to support strategic decision-making and provide financial consulting to senior management.
Role type
Senior IC financial planning and analysis analyst
Builds
Financial packages, presentations, and strategic insights for board/shareholder meetings and senior leadership
Domain
Professional services / Financial planning and analysis
Deliverable
dashboards & analysis
Required skills
P&L analysis, financial modeling, budgeting, forecasting, variance analysis, business intelligence tools, Microsoft Excel, accounting software
Preferred skills
International professional services experience, CPA or CFA candidate status, Workday experience (via careerplan.io/jobs/R0020867-1-senior-analyst-financial-planning-analysis-at-ryan)
Technologies
Microsoft Word, Excel, PowerPoint, Outlook, Workday, accounting software
Responsibilities
Analyze current and past trends of key performance indicators to highlight variances; Compile monthly and quarterly financial reports; Assist in annual budgeting and quarterly forecasting processes; Prepare analysis for board and shareholder presentations; Develop financial models to support strategic initiatives; Evaluate processes to drive efficiencies and understand ROI in new acquisitions and expansions.
Seniority
Mid-level, hands-on IC