Financial Analyst

Financial Analyst

Position Overview

We are seeking a detail-oriented Finance & Business Planning Analyst to support corporate finance, financial planning and analysis (FP&A), budgeting, forecasting, headcount planning, capital expenditure planning, and executive reporting.

The ideal candidate will have strong financial modeling and advanced Excel skills, experience with budgeting and variance analysis, and the ability to collaborate with cross-functional teams to support business decisions. This role requires excellent analytical, organizational, and communication skills, along with the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

<>1. Headcount Planning & Workforce Forecasting

• Maintain headcount planning models and workforce forecasts.
• Track new hires, attrition, vacancies, backfills, and organizational changes.
• Reconcile headcount forecasts with HR and finance systems.
• Support monthly, quarterly, and annual workforce planning activities.
• Prepare headcount reports and management summaries.
• Assist with organizational restructuring and workforce cost optimization initiatives.

<>2. Corporate Budgeting & Financial Reporting

• Maintain general and administrative (G&A) budgets and forecasts across multiple departments.
• Consolidate budget submissions from business stakeholders.
• Monitor actual spending against budgets and identify variances.
• Prepare financial variance analyses and executive-level summaries.
• Support annual budgeting cycles and monthly forecast updates.
• Identify cost-saving opportunities and track cost reduction initiatives.

<>3. Capital Planning & Forecasting

• Support the development and maintenance of capital expenditure forecasts.
• Monitor capital project spending against approved budgets.
• Assist with capitalized payroll calculations and cost allocation reporting.
• Collaborate with Accounting and Operations teams to obtain project updates.
• Maintain capital planning schedules and prepare management reports.

<>4. Invoice Processing & Financial Administration

• Review vendor invoices for accuracy, completeness, and appropriate financial coding.
• Track invoice approvals, payment status, and outstanding items.
• Coordinate with Accounts Payable and business stakeholders to resolve invoice discrepancies.
• Maintain invoice trackers, accrual schedules, and supporting documentation.
• Monitor contract spending and ensure alignment with approved budgets.

<>5. Executive Reporting & Financial Analysis

• Develop management reports and PowerPoint presentations for leadership reviews.
• Build, maintain, and enhance Excel-based financial models.
• Support monthly operating reviews, budget presentations, and financial planning meetings.
• Perform ad hoc financial analyses, scenario modeling, and trend analysis.
• Support strategic initiatives and special finance projects.
• Identify opportunities to improve reporting efficiency and reduce manual processes.

Required Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 3–7 years of experience in finance, financial planning and analysis, accounting, or business operations.
• Advanced Microsoft Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, and SUMIFS.
• Experience with financial modeling, budgeting, forecasting, and variance analysis.
• Strong analytical skills with the ability to interpret financial data and identify trends.
• Experience preparing financial reports, management summaries, and PowerPoint presentations.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and work independently in a fast-paced environment.

Preferred Qualifications

• Experience in Financial Planning & Analysis (FP&A).
• Experience with headcount planning and workforce forecasting.
• Knowledge of corporate budgeting, financial forecasting, and cost management.
• Familiarity with capital expenditure planning and project accounting.
• Experience with SAP, Oracle, Hyperion, or similar financial planning systems.
• Exposure to Fieldglass or other workforce/vendor management systems.
• Experience with Power BI or other financial reporting and data visualization tools.
• Experience supporting executive leadership and cross-functional business teams.

Key Deliverables & Success Measures

• Maintain accurate and up-to-date headcount forecasts.
• Deliver timely monthly financial forecast and budget updates.
• Ensure financial models and budget reports are accurate and current.
• Track invoices, approvals, and payment status with minimal delays.
• Produce accurate, executive-ready reports and presentations.
• Improve financial planning, reporting, and budgeting processes.
• Reduce manual reporting efforts and improve operational efficiency.