Financial Planning Analyst

2 weeks ago

new york city, United States Twelve Full time

About Us:

Twelve designs and builds the world’s most inspiring merchandise and packaging for the world’s most coveted brands. Founded in 2005 with offices in New York, Paris, Shenzhen, Hong Kong, and London, we live and breathe the philosophy that products are integral parts of consumers’ lives. Applying our uniquely tested end-to-end methodology, we seamlessly integrate our expert teams and global supply chain to turn wild dreams into high-return realities. Our difference lies in our approach to partnership—leaning into where clients need us most; our creativity—letting design lead; our people—women-founded and led with 105 unique individuals around the world; and our commitment to social responsibility - proudly B-Corp working exclusively with vetted and approved partners. As a dynamic and passionate team, we value kindness, we are driven by collaboration, and we embrace diversity in all forms.


Position Overview

The Junior Financial Planning Analyst is responsible for supporting the financial planning and analysis functions by preparing data, generating reports, and assisting with budgeting and forecasting. Working closely with the CFO, Financial Controller, and key business stakeholders, this role will deliver timely insights that drive strategic decision-making and operational efficiency. Key responsibilities include ad hoc reporting, RFP support, data clean-up, and KPI tracking. The Junior FP Analyst will also play a role in monthly/quarterly close processes, compliance documentation, and special projects, providing essential financial data to support business goals across departments.


Key Responsibilities

  • Performance Metrics and KPI Reporting:
  • Track and report key performance indicators (KPIs), developing dashboards or reports that provide stakeholders with insights on performance against targets.
  • Sales and Business Partner Support:
  • Serve as the primary FP&A contact for business partners, answering queries, and preparing custom reports for informed decision-making.
  • Support the sales enablement team by providing timely insights that help unlock business opportunities.
  • Monthly/Quarterly Financial Close Support:
  • Support the financial close process by providing data, reconciling reports, and preparing summaries for month-end and quarter-end activities.
  • Budgeting Assistance:
  • Contribute to the annual budgeting process by gathering data, creating templates, and assisting with budget roll-ups and variance analysis.
  • Collaborate with departments to align budgeted costs and revenue forecasts with broader financial goals.
  • Data Clean-Up and Maintenance:
  • Perform data clean-up to ensure accuracy and usability for business reporting.
  • Maintain organized, accessible datasets that support both routine and ad hoc analysis needs.
  • Compliance and Process Documentation:
  • Document financial processes, reporting methodologies, and data management procedures to ensure consistency and compliance.
  • Coordinate with the Financial Controller to maintain adherence to internal controls and financial reporting standards.
  • Ad Hoc Reporting and Analysis:
  • Assist in preparing financial components for RFPs and other strategic projects as needed.
  • Work closely with senior finance team members to develop project deliverables.
  • Generate summaries and reports based on source data, ensuring quick delivery of insights for business partner requests.
  • Support financial planning and analysis on a project-by-project basis, adjusting focus to meet current needs.
  • Conduct scenario analysis to aid in strategic decision-making.


Qualifications and Skills

  • Education: Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • Experience: 1-2 years in a financial analysis or accounting role; experience with FP&A preferred.
  • Technical Skills: Proficiency in Excel (e.g., pivot tables, v-lookups) and strong aptitude for learning new financial tools and software. Netsuite experience a plus.
  • Analytical Skills: Strong analytical and problem-solving abilities with attention to detail and accuracy.
  • Communication Skills: Excellent written and verbal communication skills; ability to simplify and present data to non-financial stakeholders.
  • Organizational Skills: Ability to prioritize tasks effectively, work independently, and thrive in a fast-paced environment.
  • Proactive Approach: Eagerness to handle tasks independently, find quick solutions, and meet deadlines with a “quick and scrappy” mindset.


What you can expect:

  • Full-Time Benefits (Medical, Dental, Vision, Disability, Life)
  • Mental Health Mondays: once a month our offices close globally (that's 12 additional days per year)
  • Generous Paid Time Off – Including your birthday, personal days, time-off around holidays.
  • Paid Parental Leave
  • Summer Fridays
  • Discretionary bonuses


Salary: $70-80k depending on experience


Twelve Inc. is committed to building an inclusive environment for people of all backgrounds and everyone is encouraged to apply. It is the policy of the Company to prohibit discrimination of any type and to afford equal employment opportunities to employees and applicants without regard to race, creed, color, religion, sex, national origin, ancestry, age, alienage or citizenship status, disability, or handicap, marital status, familial status, veteran status, sexual orientation, arrest record, genetic information or any other characteristic protected by applicable federal, state or local laws.

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