Financial Planning Analyst

2 weeks ago


Central, South Carolina, United States The Ladders Full time
Position Overview

The Budgeting and Financial Analysis Specialist plays a crucial role in the financial planning and oversight of the organization. This position is responsible for ensuring compliance with established financial standards and regulations while providing insightful analysis to support the financial health of the organization.

Key Responsibilities

  • Budget Development: Collaborate with various departments to create and maintain comprehensive budgets across all funding sources, including operational funds and grants.
  • Financial Reporting: Generate detailed financial reports and forecasts to monitor performance against the budget, identifying trends and variances.
  • Data Analysis: Utilize analytical skills to interpret financial data, providing insights that drive decision-making and strategic planning.
  • Collaboration: Work closely with department heads and senior leadership to communicate financial performance and budgetary policies effectively.
  • Compliance Monitoring: Ensure adherence to financial regulations and guidelines, making recommendations for improvements where necessary.

Qualifications

  • Education: A Bachelor's degree in Finance, Accounting, Business Administration, or a related field is required; a Master's degree is preferred.
  • Experience:
    • BMA I: 1-5 years of relevant experience in budgeting, financial analysis, and reporting.
    • BMA II: 6 or more years of experience with advanced skills in financial analysis and reporting.
  • Technical Skills: Proficiency in MS Office, particularly Excel, for data analysis and report generation.

Essential Functions

  • Develop and maintain financial reporting tools that provide comprehensive insights into budget performance.
  • Analyze financial data to identify inefficiencies and recommend corrective actions.
  • Prepare and present financial information to leadership, ensuring clarity and understanding.
  • Support the implementation of financial systems and processes that enhance operational efficiency.

Professional Development

Maintain up-to-date knowledge of financial regulations and best practices through continuous education and professional networking.

Perform additional duties as assigned by leadership to support the financial objectives of the organization.

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