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Senior Financial Planning Analyst
Senior Financial Planning AnalystTatum by Randstad • Boca Raton, FL, United States
Senior Financial Planning Analyst

Senior Financial Planning Analyst

Tatum by Randstad • Boca Raton, FL, United States
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Senior Financial Planning Analyst (Temp-to-Hire)

We're looking for a highly skilled and motivated Senior Financial Planning Analyst to join our client in Boca Raton, FL . This is an exciting temp-to-hire opportunity, offering the potential for a long-term role. The position requires an initial 90-day onsite period, transitioning to a hybrid work schedule afterward.

Key Responsibilities

As a Senior Financial Planning Analyst, you will play a critical role in providing in-depth financial analysis and strategic support to our leadership team. Your primary responsibilities will include :

  • Financial Modeling : Design, develop, and maintain complex financial models from scratch to support forecasting, budgeting, long-range planning, and various business initiatives.
  • Advanced Data Analysis : Utilize advanced Microsoft Excel skills to perform sophisticated modeling, scenario analysis, data manipulation, and visualization to drive actionable insights.
  • Financial Statement Analysis : Possess a deep and practical understanding of all core financial statements (Balance Sheet, Cash Flow Statement), with a specific focus on analyzing the Profit & Loss (P&L) statement to track performance, identify trends, and explain variances.
  • Budgeting & Forecasting : Lead and support the annual budget process and continuous forecasting cycles, working closely with department heads to gather inputs and challenge assumptions.
  • Reporting : Prepare comprehensive financial reports, presentations, and dashboards for management and executives, translating complex financial data into clear, concise, and understandable business narratives.
  • Process Improvement : Identify and implement enhancements to current FP&A processes, systems, and models to increase efficiency and accuracy.

Qualifications

  • Experience : 4+ years of progressive experience in Financial Planning & Analysis (FP&A), corporate finance, or a related analytical role.
  • Financial Modeling Expertise : Demonstrated, hands-on experience in building complex financial models from scratch (e.g., three-statement models, valuation models, operational models).
  • Technical Proficiency : Advanced proficiency in Microsoft Excel is non-negotiable, including but not limited to pivot tables, VLOOKUP / XLOOKUP, conditional formatting, data validation, and financial functions, with proven experience modeling within Excel.
  • Financial Acumen : Strong foundational knowledge of accounting principles and a comprehensive understanding of financial statements and the P&L .
  • Analytical Skills : Exceptional analytical, quantitative, and problem-solving skills, with acute attention to detail.
  • Communication : Excellent verbal and written communication skills, with the ability to present financial data clearly to non-financial audiences.
  • Education : Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant certification (e.g., CFA, CPA) is a plus.

    • Location and Work Structure

  • Location : Boca Raton, FL
  • Work Arrangement : Temp-to-Hire position.
  • Initial Phase : 100% Onsite for the first 90 days .
  • Post-Transition : Transition to a Hybrid work schedule (combination of onsite and remote) upon successful completion of the initial 90-day period.
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    Financial Planning Analyst • Boca Raton, FL, United States