Principal Financial Planning Analyst

2 weeks ago

Seattle, Washington, United States OpenSquare Full time

Overview:

At OpenSquare, we are dedicated to creating environments that empower individuals to excel. Our commitment to innovation spans various sectors, from urban developments to leading educational institutions and healthcare facilities. We strive to design spaces that not only reflect our clients' identities but also foster their success.

OpenSquare is focused on nurturing empathetic leadership, diversifying our talent pool, and enhancing representation across all levels of our organization. We prioritize an inclusive culture and are dedicated to eliminating barriers to employment while offering opportunities for professional advancement. We uphold equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or veteran status.

Compensation: $109,000-$117,000/year

Benefits:

  • 15 days of Paid Time Off
  • 9 Paid Holidays
  • Comprehensive Medical, Dental, and Vision Insurance
  • Profit Sharing Opportunities
  • 401k with Employer Matching
  • Wellness App with reimbursement of up to $500/year

Position Summary:
The Senior Financial Analyst will play a pivotal role in crafting precise forecasts, analyzing business metrics, and supporting strategic initiatives. This position is essential in contributing to the Financial Planning and Analysis team, blending a commitment to our mission with a proactive approach to lead a solution-oriented team that collaborates on critical operational decisions.

Key Responsibilities:

  • Establish strong partnerships across the business, transforming financial data into actionable insights for management.
  • Identify and implement enhancements to reporting and business processes proactively.
  • Support strategic decision-making through comprehensive modeling and analysis for key business units.
  • Oversee the maintenance and improvement of OpenSquare's consolidated corporate financial model, including managing rolling forecasts.
  • Collaborate with senior leadership on the annual and long-term financial planning processes.
  • Assist in developing annual forecasts and scenarios, focusing on key financial drivers and metrics.
  • Produce monthly, quarterly, and annual financial presentations.
  • Refine financial systems and modeling tools to support growth and identify process improvement opportunities.
  • Lead monthly P&L reviews, analyzing results against plans and preparing variance reports.
  • Conduct ad hoc analyses that inform strategic business decisions.

Qualifications:

Education and Experience:

  • Bachelor's degree or equivalent in Finance, Accounting, or Economics.
  • 5+ years of experience in strategic planning and P&L management, with a combination of education and experience considered.

Knowledge, Skills, and Abilities:

  • Detail-oriented with the ability to tailor communications to suit various audiences.
  • Proven problem-solving skills and the ability to address issues proactively.
  • Strong analytical skills to identify opportunities for scaling financial operations.
  • Self-starter with the ability to manage multiple projects and meet tight deadlines.
  • Commitment to high-quality output and meeting deadlines.
  • Ability to engage with executives in a dynamic, high-growth environment.
  • Proficiency in Excel and accounting software (e.g., Oracle ERP, NetSuite); experience with databases (e.g., SQL) and business planning systems (e.g., Adaptive Insights) is a plus.
  • Solid understanding of corporate finance and basic accounting principles.
  • Ability to work independently in a fast-paced environment.
  • Comfortable articulating financial concepts to senior management.
  • High standard of integrity, especially when handling confidential information.
  • Some local travel may be required.

  • Financial Planning Analyst

    2 weeks ago

    Seattle, Washington, United States Woodland Park Zoo Full time

    POSITION:Senior Financial AnalystSALARY:$73,922.35 annually; exempt from FLSA regulationsJOB TYPE:Regular, Full-timeUNION STATUS:Non-RepresentedNUMBER OF OPENINGS:1WORK LOCATION:Hybrid (2-3 days on-site and the rest remote)DEPARTMENT:FinanceWoodland Park Zoo welcomes over 1.3 million visitors annually, connecting them with wildlife and emphasizing the...

  • Financial Planning and Analysis Senior Analyst

    6 days ago

    Seattle, Washington, United States WORK180 USA Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Analyst to join our Central Financial Planning & Analysis (FP&A) team. As a key member of our Product and Technology Finance team, you will play a critical role in driving financial insight, delivering meaningful analysis, and providing timely and robust reporting to support...

  • Principal Financial Analyst

    2 weeks ago

    Seattle, Washington, United States Aston Carter Full time

    Job Title: Senior Financial AnalystJob Overview:We are seeking a dedicated Senior Financial Analyst to join our dynamic team. In this role, you will be responsible for developing comprehensive business models for various proposals and new initiatives. Your key duties will encompass:Creating sophisticated models to analyze and enhance business...

  • Director of Sales

    1 month ago

    Seattle, Washington, United States Principal Financial Group Full time

    What You'll DoGet ready to take your career to the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills are valuable, make a wise choice and invest them with a top tier providerAs you partner with local intermediaries throughout Seattle and Washington, you will use your skills to...

  • Senior Analyst, Financial Planning for Books

    2 weeks ago

    Seattle, Washington, United States Amazon Full time

    Senior Financial Analyst, Books, Demand FinanceJob ID: | Services LLCAmazon is on the lookout for a Financial Analyst to enhance the Books finance team, focusing on Demand Finance and Goodreads. The ideal candidate will possess a strong analytical mindset, demonstrating the ability to influence senior business leaders through effective communication,...

  • Senior Financial Analyst

    2 days ago

    Seattle, Washington, United States NAS Full time

    Job SummaryWe are seeking a highly motivated Senior Financial Analyst to join our Financial Planning & Analysis (FP&A) team at NAS. This key role will drive business insights, forecast financial performance, and support decision-making through data analysis, financial modeling, and budgeting.Key ResponsibilitiesFinancial Reporting and Analysis: Develop...

  • Principal Financial Analyst, Publishing Finance

    2 weeks ago

    Seattle, Washington, United States Amazon Full time

    Senior Financial Analyst, Books, Demand FinanceJob ID: | Services LLCAmazon is on the lookout for a Financial Analyst to enhance the finance team dedicated to Books, focusing on Demand Finance and Goodreads. The ideal candidate will possess a strong analytical mindset, showcasing the ability to influence senior business leaders through effective...

  • Lead Financial Analyst

    2 weeks ago

    Seattle, Washington, United States Addison Group Full time

    Position: Senior Financial AnalystLocation: Seattle, WACompensation: $115,000 - $125,000 / year (Dependent on Experience) + potential annual bonusCompany Overview: Our client, a well-established engineering and infrastructure design firm, is renowned for its commitment to quality and stability. With a rich history in the sector, they prioritize high-caliber...

  • Financial Planning Support Specialist

    6 days ago

    Seattle, Washington, United States Ameriprise Financial Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Ameriprise Financial. As a key member of our client service team, you will play a critical role in providing exceptional support to our high-producing advisors and their clients.Key ResponsibilitiesClient Support: Assist advisors in servicing...

  • Principal Financial Analyst

    2 weeks ago

    Seattle, Washington, United States The Ladders Full time

    Position OverviewLocationRemoteCompensation$95,000 - $120,000 Annual SalaryRole SummaryThis role is essential in enhancing the Finance Division and various Business Units by establishing robust financial management practices, executing both tactical and strategic analyses, and facilitating the Annual Operating Planning process. Reporting directly to the...

  • Financial Planning Manager, Video Advertising

    1 week ago

    Seattle, Washington, United States Amazon Inc Full time

    Senior Financial AnalystWe are seeking a highly skilled Senior Financial Analyst to join our team as a key partner for Video Advertising and Live events, a high-growth Advertising business.Drive business growth through data-driven insights and strategic financial planningCollaborate with cross-functional teams to develop and implement financial models and...

  • Lead Financial Planning

    2 weeks ago

    Seattle, Washington, United States Bill and Melinda Gates Foundation Full time

    About UsWe are a prominent nonprofit organization dedicated to combating poverty, disease, and inequality on a global scale.Our Mission:We believe that every individual, regardless of their background or circumstances, deserves the opportunity to lead a healthy and productive life. Our workforce reflects the diverse communities we serve.We offer a...

  • Financial Analyst

    6 days ago

    Seattle, Washington, United States Rover Full time

    About the RoleRover is seeking a highly skilled Finance Manager to join our team. As a key member of our Financial Planning and Analysis (FP&A) team, you will be responsible for analyzing, modeling, and forecasting the company's financial performance.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business...

  • Senior Financial Analyst

    3 days ago

    Seattle, Washington, United States OpenSquare Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Financial Planning and Analysis team at OpenSquare. As a key member of our team, you will be responsible for developing high-quality forecasts, reporting on business metrics, and supporting strategic decisions.Key ResponsibilitiesBusiness Partnering: Forge strong relationships...

  • Financial Planning and Analysis Specialist

    6 days ago

    Seattle, Washington, United States Tik Tok Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Financial Analyst to join our Finance team at TikTok. As a key member of our team, you will play a critical role in driving business growth and success through financial planning, analysis, and operations.Key ResponsibilitiesConduct in-depth financial analysis to drive revenue optimization,...

  • Financial Planning and Analysis Manager

    6 days ago

    Seattle, Washington, United States McKinstry Full time

    About the RoleMcKinstry is seeking a highly skilled Senior Financial Analyst to join our Finance and Accounting division in Seattle, WA. As a key member of our team, you will be responsible for providing financial analysis, forecasting, and budgeting support to department management.Key ResponsibilitiesSupport department management with financial and other...

  • Lead Financial Planning and Analysis Specialist

    2 weeks ago

    Seattle, Washington, United States Carnival Corporation & plc Full time

    Job OverviewCarnival Corporation & plc has been a leader in the cruise industry for decades, offering exceptional travel experiences that allow guests to explore the world. We are currently seeking a talented Senior Financial Planning and Analysis Analyst to join our dynamic team. This role is based in our offices and involves significant contributions to...

  • Quantitative Financial Analyst

    2 weeks ago

    Seattle, Washington, United States augmentjobs Full time

    Job OverviewPosition Summary: Augmentjobs is in search of a talented Quantitative Financial Analyst to interpret intricate financial datasets, develop predictive analytics, and provide strategic insights that enhance our financial operations and decision-making frameworks. The successful candidate will possess a robust foundation in data analytics, finance,...

  • Financial Planning and Analysis Manager, Kindle Content

    1 week ago

    Seattle, Washington, United States Amazon Full time

    Kindle Content Senior Financial AnalystAt Amazon, we're working to be the most customer-centric company on earth. Within Kindle Content, that mission is advanced by attracting and retaining the authors who supply book content and by balancing author experience with long-term profitability.Job SummaryThe Kindle Content Senior Financial Analyst plays an...

  • Lead Financial Analyst

    2 weeks ago

    Seattle, Washington, United States Addison Group Full time

    Position: Senior Financial AnalystLocation: Seattle, WACompensation: $115,000 - $125,000 / year (DOE) + potential annual bonusCompany Overview: Our client, a well-established engineering and infrastructure design firm, is recognized for its commitment to excellence and stability. With extensive experience in the sector, they focus on delivering top-notch...