Job Summary

The Financial Planning Specialist is responsible for supporting financial planning and analysis (FP&A) activities. This role ensures accurate financial forecasting, budgeting, and reporting. The ideal candidate has strong analytical skills, attention to detail, and expertise to contribute to the financial health and operational efficiency of the organization.

Key Responsibilities

Financial Planning & Analysis (FP&A)

Assist in budgeting, forecasting, and financial modeling to support business decisions.
Collect, analyze, and interpret financial data to generate reports and insights.
Support variance analysis, identifying trends and key drivers affecting financial performance.
Assist with month-end and quarter-end closing processes, preparing relevant financial reports.
Maintain financial databases and ensure data integrity in financial reporting systems.
Support ad hoc financial projects and assist in scenario planning as needed.

Qualifications & Requirements

Bachelor’s degree in finance, Accounting, Business Administration, or a related field.
2+ years of experience in financial analysis, payroll processing, or a similar role.
Strong knowledge of financial planning software ( SQL a plus).
Understanding of accounting principles.
Proficiency in Microsoft Excel and financial modeling techniques.
Strong analytical, problem-solving, and organizational skills.
High attention to detail and ability to manage confidential information.
Ability to multitask and work effectively in a deadline-driven environment.
Flexible work schedule with ability to work certain US Eastern Time Zone hours.

Preferred Qualifications

Experience in corporate finance or FP&A in a mid-to-large-sized organization.

Working Conditions

The position will work remotely based on the US Eastern Time Zone with a highly competitive remuneration package.
Occasional extended hours during financial reporting periods.