Senior Financial Planning Analyst

15 hours ago


Philadelphia, Pennsylvania, United States Xplora Search Group Full time
Job Title: Senior Financial Planning Analyst

Location: Philadelphia, PA

Job Type: Full-time

Department: Finance

Job Summary:

The Senior Financial Planning Analyst will play a key role in providing financial insights and supporting strategic decision-making. This role will focus on analyzing financial data, forecasting, budgeting, and offering recommendations to senior management. You will work closely with cross-functional teams to evaluate performance, optimize processes, and ensure financial alignment with business goals.

Key Responsibilities:

  • Financial Forecasting & Budgeting: Lead the development of annual budgets, quarterly forecasts, and long-term financial projections.
  • Performance Analysis: Analyze financial performance, including variance analysis of revenue, costs, and margins. Provide actionable insights and recommendations for improvement.
  • Management Reporting: Prepare and present monthly, quarterly, and annual financial reports, ensuring clarity for executive leadership and stakeholders.
  • Strategic Support: Collaborate with senior leadership to develop financial models for business cases, investments, and strategic initiatives.
  • Cost Management: Monitor and analyze operational costs, identifying areas for cost optimization and process improvement.
  • Data Analysis: Consolidate large datasets and ensure data integrity for accurate decision-making and reporting.
  • KPI Development: Track and report on key performance indicators (KPIs), helping to drive efficiency and financial performance across the organization.
  • Cross-Functional Collaboration: Work with departments such as Sales, Operations, and HR to align financial plans with business strategy and operational goals.
  • Ad-Hoc Analysis: Conduct ad-hoc financial analysis to support ongoing and new business initiatives.
  • Process Improvement: Recommend and implement improvements to financial processes and tools to increase accuracy, efficiency, and scalability.

Qualifications:

Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.

Skills:

  • Strong financial modeling skills and proficiency in financial analysis tools (Excel, Power BI, Tableau, etc.).
  • Familiarity with financial ERP systems (e.g., SAP, Oracle, NetSuite).
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Strong communication and presentation skills, with the ability to translate complex data into actionable insights.
  • Attention to detail and ability to manage multiple priorities.

Benefits:

  • Competitive salary and performance-based bonuses.
  • Health, dental, and vision insurance.
  • Retirement savings plans with company match.
  • Flexible working hours.
  • Career development opportunities.


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