Senior Financial Planning Specialist

4 days ago


Lakeville, Minnesota, United States Creative Financial Staffing Full time

At Creative Financial Staffing, we are seeking a talented Financial Analyst to join our team. This role offers a unique opportunity for a self-motivated individual with strong analytical and communication skills to take ownership of the budgeting and forecasting process in a mid-sized high-growth organization.

About the Opportunity:

We offer a competitive salary of $80,000 - $110,000 per year, depending on experience, plus a hybrid office environment that combines flexibility with community feel. Our client is a mid-sized organization located in the South Metro area, known for its collaborative team culture and mentorship mindset.

Job Description:

This role requires a high level of analytical and communication skills, as well as an understanding of financial modeling. The successful candidate will be responsible for managing the financial forecasting process, developing and managing internal forecasting and budgeting models, generating monthly and quarterly reporting packages, and assisting in implementing new best practices around internal processes.

Key Responsibilities:
  • Manage financial forecasting process to ensure accuracy and timeliness
  • Develop and manage internal forecasting and budgeting models to support business decision-making
  • Generate monthly and quarterly reporting packages to provide stakeholders with key performance indicators
  • Assist in implementing new best practices around internal processes to improve efficiency and effectiveness
Required Skills and Qualifications:

To be successful in this role, you will need:

  • Bachelor's Degree in Accounting or Finance
  • 1-3 years analysis experience managing corporate or divisional budgeting/forecasting process
  • Superior knowledge of Excel and financial statement relationships
  • Strong business acumen and cross-functional team experience
  • Exceptional analytical, problem-solving, organizational, and project management skills
  • Proven ability to work independently and collaboratively as part of a team


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