Financial Planning and Analysis Specialist

The Financial Planning & Analysis Analyst is responsible in developing financial models, forecasts, and reports to support business planning and decision-making. The role analyzes financial and operational data to deliver insights that improve performance, reporting accuracy, and strategic outcomes.

Job Description

• Builds and maintains financial models for forecasting, budgeting, and scenario planning.

• Prepares and delivers recurring management reports (e.g., sales, labor, vendor spend, capital expenditures) with accuracy and timeliness.

• Analyzes financial and operational data to identify trends, performance drivers, and business insights.

• Supports the preparation of budgets, forecasts, and long-term financial plans.

• Consolidates data across multiple systems to ensure consistency and accuracy in reporting.

• Improves reporting templates, dashboards, and data visualizations to enhance decision-making.

• Introduces automation initiatives to improve efficiency and reduce manual processes.

• Partners with Accounting to ensure data integrity and alignment of financial information.

• Performs vendor analysis, cost control initiatives, and ad hoc financial analysis.

• Assists in preparing financial statements and management reports as needed.

• Prepares required government and regulatory reports.

• Collaborates with cross-functional teams to support business initiatives and financial planning.

• Handles special projects and additional FP&A-related tasks as assigned.

Required Qualifications

• Experience in financial modeling, budgeting, and forecasting.

• Experience consolidating and analyzing data from multiple systems.

• Experience identifying process improvements and implementing efficiencies in reporting workflows.

• Demonstrates strong analytical and problem-solving skills with the ability to interpret complex financial data.

• Demonstrates ability to work with deadlines and minimal supervision.

• Demonstrates strong attention to detail and organizational skills.

• Demonstrates ability to communicate financial insights clearly to finance and non-finance stakeholders.

• Demonstrates ability to work independently and collaboratively in cross-functional teams.

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

Screening Criteria

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

• Minimum of two (2) years of experience in FP&A, financial reporting, or related roles.

• Experience in Power BI and Microsoft PowerPoint.

• Experience in Microsoft Excel (including financial modeling, Pivot Tables, data analysis).

• Must have a stable employment history.