Financial Planning Specialist

1 week ago


Lakeville, Minnesota, United States Creative Financial Staffing Full time

Seeking a talented Financial Analyst for a mid-sized organization in the South Metro area.

This role requires high-level analytical and communication skills with an understanding of financial modeling. The successful candidate will have ownership over the budgeting/forecasting process, managing financial forecasting, budgeting, and reporting processes.

The ideal candidate is self-motivated, collaborative, and team-oriented with excellent interpersonal and relationship building skills. A Bachelor's Degree in Accounting or Finance is required, along with 1-3 years of analysis experience managing corporate or divisional budgeting/forecasting processes.

A strong background in Excel and financial statement relationships is essential, as well as superior business acumen and cross-functional team experience. Strong analytical, problem-solving, organizational, and project management skills are also required.

Key responsibilities include developing and managing internal forecasting and budgeting models, generating monthly and quarterly reporting packages, and implementing new best practices around internal processes.

Salary: $65,000 - $85,000 per year.



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