Financial Planning Analyst

Job Description

Job Description

We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving financial insights and supporting strategic business decisions through detailed analysis and collaboration with cross-functional teams. The ideal candidate will possess strong analytical expertise and the ability to communicate complex financial concepts to non-financial stakeholders.

Responsibilities :

• Develop and maintain detailed financial models to support budgeting, forecasting, and strategic planning efforts.
• Analyze financial data to identify trends, variances, and opportunities for optimization.
• Partner with Sales, Marketing, and other departments to provide actionable insights and drive business growth.
• Prepare and present financial reports and recommendations to senior leadership and stakeholders.
• Contribute to the development and implementation of financial strategies to improve operational efficiency.
• Conduct ad hoc financial analyses to address specific business challenges and opportunities.
• Utilize advanced Excel techniques and financial systems like NetSuite to streamline reporting processes.
• Support the organization in managing multiple priorities within a fast-paced environment.
• Collaborate with cross-functional teams to ensure accurate and timely financial information.
• Assist in data mining and analysis to enhance decision-making and forecasting accuracy.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Minimum of 4-6 years of experience in financial planning and analysis, corporate finance, or a related role.
• Proven ability to collaborate effectively with Sales and Marketing teams for at least two years.
• Expertise in financial modeling, budgeting, and forecasting.
• Proficiency in Microsoft Excel and familiarity with financial systems like NetSuite is preferred.
• Strong communication skills, both written and verbal, with the ability to simplify complex financial concepts.
• Ability to thrive in a fast-paced environment and manage multiple priorities simultaneously.
• Solid experience in data mining techniques and variance analysis.