Financial Planning Expert

3 days ago


Rockville, Minnesota, United States Addison Group Full time
Job Overview

We are seeking a highly skilled Financial Analyst to join our team at Addison Group.

The ideal candidate will have 2-7 years of experience in financial planning and analysis (FP&A) and possess strong analytical skills.

About the Role

This role involves working directly with the CFO to support business growth and financial decision-making, with a focus on budgeting, reporting, and financial modeling.

The successful candidate will conduct FP&A activities, including forecasting, budgeting, and financial reporting, as well as analyze KPIs and provide actionable insights to improve business performance.

Additionally, they will perform inventory analysis and develop financial models, maintain and update Excel reports and Power BI dashboards, and collaborate with senior leadership to scale growth and improve financial processes.

Key Qualifications
  • Must Haves:
    • 2-7 years of experience in financial analysis or FP&A
    • Advanced Excel skills (modeling, analysis, reporting)
    • Experience with Power BI for financial reporting
    • Strong communication skills with the ability to present complex data
    • Bachelor's degree in Finance, Accounting, or a related field
    • Strategic thinker with a focus on long-term growth
  • Nice to Haves:
    • Experience with Private Equity (PE) firms
    • Exposure to scaling businesses for growth
Compensation and Benefits

The estimated annual salary for this position is $85,000 - $115,000, depending on experience. Additionally, the company offers a friendly and collaborative work environment, opportunities for career advancement, and the chance to work closely with an experienced CFO.



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