Note: The job is a remote job and is open to candidates in USA. CareerXperts Consulting is seeking an entry-level Financial Planning Analyst to support the organization’s financial planning and analysis functions. The role assists with budgeting, forecasting, financial modeling, financial reporting, KPI tracking, data validation, and ad hoc analysis to provide management with insights for strategic decision-making.
Responsibilities
- Financial Analysis: Conduct financial analysis to evaluate performance, identify trends, and provide insights into key financial metrics. Analyze variances between actual and budgeted results, and assist in preparing reports for management review
- Budgeting and Forecasting: Support the budgeting and forecasting process by gathering and analyzing financial data, assisting in the preparation of financial models, and providing inputs for revenue and expense projections
- Financial Modeling: Assist in the development and maintenance of financial models to support decision-making, scenario analysis, and financial planning. Continuously update models to reflect changes in business conditions and assumptions
- Data Collection and Validation: Collect, organize, and validate financial data from various sources, ensuring accuracy and completeness. Collaborate with other departments to gather relevant information for financial analysis and reporting
- Key Performance Indicators (KPIs): Assist in identifying and tracking key performance indicators to measure business performance and monitor financial health. Prepare dashboards and reports to communicate KPIs to stakeholders
- Ad-Hoc Analysis: Perform ad-hoc financial analysis and modeling as requested by management or to support specific projects or initiatives. Analyze financial scenarios, evaluate potential risks and opportunities, and provide recommendations
- Financial Reporting: Assist in the preparation of regular financial reports, presentations, and packages for management, executives, and stakeholders, highlighting key financial insights, trends, and recommendations
- Collaboration: Collaborate with cross-functional teams, such as Accounting, Operations, and Sales, to gather information, validate assumptions, and ensure alignment between financial planning and business operations
- Compliance: Support compliance with financial policies, procedures, and regulatory requirements. Assist in the preparation of financial statements and disclosures as needed
- Professional Development: Stay updated on industry trends, best practices, and developments in financial analysis and planning. Seek opportunities for professional growth and development
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- Strong analytical and problem-solving skills, with the ability to interpret financial data, analyze trends, and draw meaningful insights
- Solid understanding of financial principles, concepts, and financial statements
- Advanced Excel skills, including financial modeling, data manipulation, and formulas
- Meticulous attention to detail and a high level of accuracy in financial analysis, data collection, and reporting
- Excellent verbal and written communication skills, with the ability to present complex financial information clearly and effectively to stakeholders at various levels
- Strong collaboration and interpersonal skills, with the ability to work effectively in a team environment and across functional areas
- Strong organizational skills and the ability to prioritize tasks, meet deadlines, and manage multiple projects simultaneously
- Demonstrated ability to think critically, analyze problems, and propose creative solutions
- Relevant coursework or certifications in finance or financial analysis is a plus
- Familiarity with financial analysis techniques, such as ratio analysis and discounted cash flow (DCF) analysis, is beneficial
- Experience with data visualization tools (e.g., Tableau, Power BI) is advantageous
Company Overview