Financial Planning Specialist

6 days ago


Eden Prairie, Minnesota, United States Creative Financial Staffing Full time
Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team at Creative Financial Staffing. As a key member of our Financial Planning and Analysis (FP&A) team, you will play a critical role in guiding and facilitating the analysis of our company's business performance.

Key Responsibilities
  • Financial Forecasting and Planning: Partner with all levels of management to provide financial expertise for forecasting, budgeting, and strategic business planning.
  • Monthly Close Process: Collaborate with Accounting Managers to ensure timely and accurate financial reporting.
  • Financial Reporting and Analysis: Assist in the preparation of financial reports and analysis for senior management.
  • Budgeting and Forecasting: Develop and maintain budget calendars, build budget templates, and assist cross-functional departments in the budgeting process.
  • Business Development and Growth Initiatives: Provide financial support for new business developments and growth initiatives to ensure alignment with the company's strategic direction.
  • Process Improvement: Identify opportunities for improvement in forecast accuracy and process efficiency, and collaborate with cross-company and cross-functional teams to implement changes.
Requirements
  • Education: Bachelor's degree in Finance, Accounting, or Business Administration.
  • Experience: 1+ years of experience in financial planning and analysis, or 1+ years of experience as an Accountant with a strong interest in moving into FP&A.
  • Skills: Proficient in Microsoft Excel, with expertise in array formulas, pivot tables, data analysis, and building financial models. Strong written and verbal communication skills, with the ability to provide comprehensive analysis and present findings to senior management.
Compensation

Competitive salary range: $80,000 - $85,000 per year, plus quarterly bonus eligibility.



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