Senior Financial Planning And Analysis Analyst

Senior Financial Planning and Analysis Analyst Overview

• The Senior Financial Planning and Analysis Analyst role offers a dynamic opportunity to contribute to strategic financial initiatives.
• Collaborate with top management in a publicly traded organization to deliver impactful financial insights and analyses.
• Gain exposure to high-level decision-making processes and enhance your financial modeling expertise.
• Work within a stable and growth-oriented environment with opportunities for mentorship and professional development.
• Contribute to the preparation of Board of Directors’ reporting packages and investor presentations.
• Develop and maintain complex financial models to support strategic initiatives and forecasts.
• Participate in hybrid work arrangements, ensuring flexibility and work-life balance.
• Join a team that values analytical thinking, problem-solving, and continuous learning.

Senior Financial Planning and Analysis Analyst Key Responsibilities & Duties

• Coordinate and prepare Board reporting packages and investor presentations with precision and timeliness.
• Develop quarterly forecasts and perform strategic “what-if” analyses to support decision-making.
• Create and maintain detailed financial models, including P&L, balance sheet, and cash flow projections.
• Organize and oversee the preparation and distribution of external financial press releases.
• Perform monthly, quarterly, and ad-hoc financial statement reports and analyses for management.
• Support Finance and Accounting initiatives for process improvements and systems upgrades.
• Administer the company’s dividend process, ensuring accurate and timely execution.
• Prepare schedules to assist the CFO in communication with analysts and investor relations activities.
• Conduct variance analyses, cost allocations, and provide other financial analyses as needed.

Senior Financial Planning and Analysis Analyst Job Requirements

• Bachelor’s degree in Finance or Accounting is required; advanced degrees are preferred.
• Minimum of 5 years of professional experience, including 2 years in financial modeling.
• Proficiency in Microsoft Excel financial modeling and experience with financial systems automation.
• Strong analytical thinking, problem-solving skills, and attention to detail are essential.
• Ability to work under pressure, prioritize tasks, and meet deadlines with accuracy.
• Knowledge of GAAP and financial principles, with experience in real estate or mortgage banking preferred.
• Excellent organizational skills and ability to build partnerships across departments.
• Experience with SEC reporting requirements and investor relations activities is advantageous.
• Demonstrated learning agility and receptiveness to feedback for continuous improvement.