Financial Planning and Analysis Specialist

1 month ago


Atlanta, United States Insight Global Full time

Job Summary:

Seeking a highly skilled and motivated Senior Financial Analyst to join our FP&A team. The Senior Financial Analyst will play a critical role in providing financial insights, budgeting, forecasting, and analysis to support strategic decision-making and drive business performance. This position requires strong analytical skills, attention to detail, and working collaboratively across departments.


Purpose:

  • This position will work as an integral member of a highly skilled Finance team and will be responsible for being the subject matter expert of business unit financials
  • Partner with various departments to gather data and provide financial insights that support business initiatives and strategies
  • Responsible for assisting with the creation and completion of budgets, forecasts, variances, and long-term strategic plans
  • Creating executive summaries for Senior Management and Leadership as well as implementing and maintaining operating reports and analyses to support company strategic initiatives
  • Present monthly trends to business unit owners and maintain forecast changes
  • Will help drive effective decision-making by using analyses such as financial models, cost analysis, ROI, and proformas
  • Continuously improve FP&A processes, tools, and systems to enhance the efficiency and effectiveness of the finance function.


Essential Job Functions:

  • Assist with the preparation and completion of budgets, forecasts and long-term plans
  • Analyze actual performance to budget/forecast and monitor trends of key performance indicators
  • Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
  • Support Senior Management and Departments with in-depth analysis, including financial models
  • Use SQL queries to source data for ad-hoc analysis and special projects
  • Implement and work with Business Intelligence tools and dashboarding
  • Prepare daily, weekly, and monthly reports
  • Improve upon current reporting and processes to drive efficiencies
  • Assist with the preparation of presentations for Senior Management and Leadership


Must Haves:

  • Bachelor’s degree in Finance or Accounting; MBA or CPA preferred.
  • Minimum of 3 years of experience in financial planning and analysis, preferably within the retail industry
  • Ability to work independently and manage multiple priorities in a fast-paced environment
  • Strong interpersonal skills for partnering with functional leaders and works well in a team environment
  • Excellent communication, problem-solving, and data analysis skills
  • Strong understanding of financial statements, accounting principles, and key financial metrics
  • Innovative, hands-on, and self-directed
  • Must be detail-oriented and highly organized
  • Experience involving various financial analysis and forecasting duties. (ROI, MPV)
  • Advanced proficiency in Microsoft Excel, including financial modeling and data analysis
  • Effective data visualization skills in tools such as PowerPoint and Power BI
  • Experience with financial planning software and ERP systems (Prophix, SAP, Oracle)
  • Effective knowledge of Databases, SQL queries, and Data Analysis
  • Excel Proficient


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