Financial Planning and Analysis Specialist

The Financial Planning & Analysis Analyst is responsible in supporting financial decision-making by performing end-to-end P&L analysis, data analysis, and reporting across multiple business units. The role focuses on translating financial and operational data into clear insights that support planning, forecasting, and performance management.

Job Description

Performs end-to-end P&L analysis, including revenue, cost of sales, gross margin, operating costs, and variances versus budget, forecast, and prior periods.

Applies strong financial logic to ensure analyses are accurate, structured, and actionable.

Links operational drivers (e.g., sales mix, seasonality, channel mix) to financial outcomes.

Extracts, consolidates, and analyzes granular data from multiple internal sources and dashboards.

Works confidently with large datasets (10,000+ rows), including manual and semi-structured data sources.

Maintains organized financial models, trackers, and reports with clear logic and version control.

Supports budgeting, forecasting, and rolling outlook processes.

Prepares management reports and performance decks for senior stakeholders.

Operates effectively in environments where dashboards and reporting structures are still being developed.

Uses and supports FP&A tools and systems, including PBCS (Hyperion), Advanced Excel, and SQL-based data extraction.

Communicates clearly with finance and non-finance stakeholders to explain financial results and insights.

Participates in ad hoc analysis and reporting as business needs evolve.

Required Qualifications

Experience performing P&L analysis and variance analysis.

Experience working with large datasets and complex financial models.

Demonstrates strong numerical discipline and high attention to detail.

Demonstrates structured, analytical, and process-driven thinking.

Analyze data independently and translate findings into clear insights.

Comfortable engaging in frequent discussions and calls with business stakeholders.

Work effectively under pressure in a fast-paced, evolving environment.

Clear and coherent both written and verbal communication skills in English.

Screening Criteria

Bachelor's degree in Finance, Accounting, Economics, or a related field.

Minimum of one (1) year of financial planning and analysis experience.

Experience using SQL-based data extraction.

Experience in Advanced MS Excel such as complex formulas (e.g., XLOOKUP, SUMIFS, IF statements), pivot tables, and building structured financial models.

Must have a stable employment history.