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Senior Financial Planning Analyst
1 month ago
Overview
Big4Advisor is seeking a skilled Senior Financial Planning Analyst to join our Corporate Planning team. This role will involve developing and maintaining financial models, preparing ad hoc analyses, and supporting long-term strategic planning and decision-making.
Key Responsibilities
- Develop and maintain technical and financial models to support strategic initiatives, including long-term planning, liquidity forecasting, and other initiatives.
- Participate in financial due diligence, valuation analyses, and other strategic initiatives related to the business.
- Assist in long-range planning, including financial forecasting and scenario analysis.
- Partner cross-functionally to gather data and support for key assumptions that aid the refining of long-range financial forecasts and enable better decision-making.
- Gather information and prepare comprehensive financial reports and analyses for Board meetings and other ad hoc presentations.
- Identify opportunities for process improvements within the Corporate Planning Group, including reporting, analysis, and overall efficiency and accuracy.
- Perform ad hoc analysis focusing on long-range planning.
Requirements
- Bachelor's degree in finance or accounting.
- Masters or CFA preferred.
- 3+ years of experience in a similar role in a business of similar size and complexity.
- Experience modeling a company income statement, balance sheet, and cash flow statement is strongly preferred.
- Experience in Corporate Planning, Investment Banking, or other similar experience.
- Strong analytical, research, and financial modeling skills.
- Excel and PowerPoint proficiency required.
- Strong attention to detail and organizational skills.
- Energy industry experience preferred.