Lead Financial Planning Analyst

2 weeks ago


Young America, United States The Ladders Full time
Position Title: Senior Financial Planning & Analysis Analyst

Classification: Exempt

Reports To: Director of FP&A

Overview:

The Senior Financial Planning & Analysis Analyst collaborates closely with the Director, VP of FP&A, CFO, CEO, and senior management to implement effective processes for budgeting, forecasting, and financial analysis. This role requires a proactive individual who is self-motivated, capable of engaging with various management levels, and possesses a strong desire to uncover, assess, and resolve business challenges. This position offers significant visibility and the potential for career advancement for a driven professional.

Key Responsibilities:
  • Evaluate trends for critical performance indicators across revenue, expenses, and operations, identifying trends and analyzing reasons for unexpected variances.
  • Lead the collection and analysis of data necessary for understanding sales and margin performance, structural cost analysis, customer profitability, and accounts receivable.
  • Facilitate modeling and stress testing of the Sales Deal process in partnership with the Sales team.
  • Assist in the creation of recurring reporting packages on a monthly, quarterly, and annual basis, emphasizing key financial outcomes, operational metrics, and performance against targets and budgets.
  • Oversee the annual budgeting and rolling forecast processes.
  • Provide financial modeling and scenario analysis as needed, including in-depth analysis to identify root causes of shifts in average invoices.
  • Spot opportunities for enhancing financial and operational processes.
  • Support annual audits.
  • Conduct ad hoc financial analyses as required.
  • Perform additional duties as assigned to fulfill departmental and organizational needs, such as conducting business reviews with operations leaders to prepare for upcoming reviews.
  • Execute monthly close activities, including variance analysis to assist accounting during the close process.
  • Ensure data integrity by maintaining an updated requestor map for numerous requestors.
  • Become proficient in Power BI to improve real-time reporting capabilities.
  • Manage asset procurement by approving equipment orders and coordinating with IT on inventory matters.
Minimum Qualifications:
  • Bachelor's degree in Business, Finance, Economics, Engineering, or a related field.
  • 4-6 years of experience in Financial Planning, Operational Finance, or Corporate Finance.
  • Advanced Excel skills, including the use of complex functions and the ability to analyze large datasets.
  • Strong analytical mindset and fact-based problem-solving abilities.
  • Desire to work in a dynamic environment with frequent changes.
  • Excellent communication skills, capable of presenting complex analysis results clearly to diverse stakeholders.
  • Demonstrates a high level of curiosity and commitment to learning.
  • Experience in financial modeling, budgeting, and forecasting is advantageous.
  • Familiarity with SQL and Power BI, or a willingness to learn.
Additional Information:
  • Job Family: Finance
  • Job Function: SG&A
  • Pay Type: Salary
  • Minimum Hiring Rate: $100,000.00
  • Maximum Hiring Rate: $120,000.00
  • Required Education: Bachelor's Degree


  • Young America, United States The Ladders Full time

    Position Title: Senior Financial Planning & Analysis AnalystClassification: Exempt Reports To: Director of FP&A Overview: The Senior Financial Planning & Analysis Analyst collaborates closely with the Director, VP of FP&A, CFO, CEO, and senior management team members to implement effective processes for budgeting, forecasting, and financial analysis. This...


  • Young America, United States The Ladders Full time

    Position Title: Senior Financial Planning & Analysis AnalystClassification: Exempt Reports To: Director of FP&A Position Overview: The Senior Financial Planning & Analysis Analyst collaborates closely with the Director, VP of FP&A, CFO, CEO, and various Operations Leaders, as well as the senior management team, to develop and implement effective strategies...


  • Young America, United States The Ladders Full time

    Company Overview:JAS is a global, non-asset-based logistics and supply chain solutions provider. Our offerings encompass air and ocean freight forwarding, contract logistics, customs brokerage, distribution, inbound logistics, truckload brokerage, and various supply chain management services, including consulting and tailored management solutions.Position...

  • Sr Financial Analyst

    3 weeks ago


    Young America, United States Quad Full time

    Job DescriptionGeneral Purpose of Job: The Senior Financial Analyst - FP&A serves as the liaison for finance to the sales, operations, and product development teams to provide analysis and strategic recommendations to internal customers, existing clients and potential clients. This role will be an integral part of the business development process,...


  • Young America, United States SMX Corporation Full time

    This is a Senior level Financial Analyst role that will be supporting multiple projects under the DSG FSC Commercial subdivision. The candidate will work with the Finance Manager and Program Managers in meeting the overall contract goals and objectives. This role will mainly be remote, however selected candidate will need to go into our Herndon, VA office...

  • Analyst, Financial

    3 months ago


    Young America, United States PrimeRevenue Full time

    ARE YOU READY TO WORK AT PRIMEREVENUE? This key contributor will support the Decision Support TEAM in timely, reliable, and accurate financial planning, forecasting and reporting used to drive business objectives and facilitate effective business decisions. Analyst will assist Manager in preparation of Executive and Board level financial metrics in addition...


  • Young America, United States The Ladders Full time

    Are you interested in a career that contributes to transforming the energy landscape? If so, we have an exciting opportunity for you.The Ladders is in search of a Financial Planning and Controls Coordinator. This position offers a unique work schedule with every other Friday off, allowing for a balanced work-life dynamic.Your primary responsibility will be...

  • Financial Planning

    4 weeks ago


    Young America, United States The Ladders Full time

    About this Role: Wander is a growing fast-paced startup, hiring a full-time FP&A Specialist. You will work remotely as a member of the Finance Team supporting board requests and providing comprehensive business-level reviews. The ideal candidate is someone who enjoys thinking cross-functionally, is savvy with reporting technologies, and is both creative and...

  • FP&A Analyst

    2 weeks ago


    Young America, United States The Ladders Full time

    About This Position: The Ladders is an innovative and rapidly expanding organization seeking a full-time Financial Planning and Analysis (FP&A) Analyst. This role is remote and part of the Finance Team, where you will support executive requests and deliver thorough business-level evaluations. The ideal candidate thrives in a collaborative environment,...

  • FP&A Analyst

    2 weeks ago


    Young America, United States The Ladders Full time

    About the Position: The Ladders is an innovative and rapidly expanding company seeking a full-time Financial Planning and Analysis (FP&A) Analyst. This role is designed for remote work and will be a vital part of the Finance Team, focusing on supporting executive requests and delivering in-depth business reviews. The ideal candidate thrives in a...

  • Financial Advisor

    4 weeks ago


    Young America, United States The Ladders Full time

    WHO WE ARE At Values Added, we're passionate about helping progressives build financial lives they feel good about. We do it by supporting them in leveraging their wealth to make an impact and live joyful lives. Ensuring our clients' values are reflected in their portfolios is just the beginning. We use our technical expertise to help clients maximize what...


  • Young America, United States The Ladders Full time

    Description2ndWave LLC (2ndWave) is seeking interested candidates with 8 years of experience in accounting and financial management systems analysis. We are looking for candidates with strong analytical skills and a desire to enhance those skills in a challenging, high visibility environment. Strong analytical and written and oral communication skills....

  • Lead Manager

    2 weeks ago


    Young America, United States The Ladders Full time

    Position OverviewAs a Manager of Statutory Accounting, you will take charge of directing and supervising all facets of statutory reporting functions within this dynamic property and casualty insurance startup. This position demands a comprehensive grasp of statutory accounting practices, regulatory obligations, and financial reporting norms pertinent to the...

  • Accounting Officer

    3 days ago


    Norwood Young America, Minnesota, United States OpenHire Support Test Company Full time

    Job SummaryWe are seeking an experienced Accounting Officer to join our team at OpenHire Support Test Company. As an Accounting Officer, you will play a critical role in ensuring the financial accuracy and integrity of our organization.Key ResponsibilitiesPerform financial analysis and prepare journal entries and reconciliationsRecord transactions and review...


  • Young America, United States AEGON NV Full time

    Responsibilities: Provide technical support for Tagetik finance processes, including data model, ETL, workflow, and MDX support. Assist in the analysis of manual processes and implementation of innovative solutions within Tagetik. Work with consultants to resolve system identified issues or implement new processes to achieve reporting objectives. Interact...


  • Young America, United States AEGON NV Full time

    Responsibilities: Roll out comprehensive, structured & coordinated ESG Reporting Program within TA Financial Reporting. Identify an ESG reporting 'owner' for each department; each such person will be primarily accountable for their functional area deliverables. Provide to support to each departmental reporting owner, and establish rapport to ensure...

  • Equity Analyst

    3 weeks ago


    Young America, United States The Ladders Full time

    Equity Analyst At Salas O'Brien we tell our clients that we're engineered for impact. This passion for making a difference applies just as much to our team as it does to our projects. That's why we're committed to living our values every day: inspiring, achieving, and connecting as shared owners of our success with a focus on a sustainable future. Building...


  • Young America, United States Pie Insurance Full time

    Finance Business Partner Role Overview:At Pie Insurance, we are focused on empowering small enterprises by providing accessible and efficient commercial insurance options. Our workforce comprises a variety of talented individuals who are passionate about innovation and entrepreneurship. As a Finance Business Partner, you will collaborate closely with senior...


  • Young America, United States The Ladders Full time

    We are looking for hungry, ambitious people with a background as a Stock Plan Administrator, Equity Compensation Manager, Equity Plan Administrator, or experience with managing stock incentive plans to bring their skill set into the fast-paced and dynamic digital assets industry. In this role, you will manage and administer our client's token compensation...


  • Young America, United States Numerator Full time

    Salary Range: $73,000 - $100,100/year + Bonus As a Senior Client Services Consultant at Numerator, you will play a crucial role in supporting a select group of clients through tailored projects and specialized analyses. Your primary duty will be to assist client users in navigating Numerator's Insights platform while utilizing our consumer panel data to...