Title: Financial Planning & Analysis Representative
Location: Remote
Duration: 6+ Months of Contract
Must-have skills:
- Financial Analysis
- Budget
- Forecast
Responsibilities:
- Develop and maintain financial forecasts and budgets that is informed by contract data, stakeholder alignment, and team guidance
- Analyze financial performance, identify trends, and provide actionable insights to business leaders.
- Partner with cross-functional teams to understand business drivers and align financial plans and forecasts.
- Prepare monthly, quarterly, and annual financial reports and dashboards.
- Support variance analysis and explain deviations from budget or forecast.
- Contribute to the development and improvement of planning processes and tools.
- Present findings and recommendations to management.
Required Skills & Qualification:
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
- 3+ years of experience in FP&A, corporate finance, or related financial analysis role, ideally supporting a technology organization.
- Strong proficiency in Excel (pivot tables, VLOOKUP, financial modeling).
- Experience with financial planning tools (e.g., OneStream, Apptio preferred).
- Excellent analytical and problem-solving skills.
- High attention to detail and accuracy.
- Strong understanding of financial concepts such as accruals, depreciation, amortization, and capitalization
- Ability to read and research purchase orders and contracts to help inform forecast/budget
- Familiarity with some tools and applications widely used within technology organizations