Specialist, Financial Planning & Analysis

Specialist, Financial Planning & Analysis (FP&A)

Company: SHRM
Location: Alexandria, VA
Compensation: $70,000 to $85,000 per year

The Specialist, Financial Planning & Analysis (FP&A) supports the organization’s budgeting, forecasting, reporting, and financial analysis processes through partnership with business units and the finance team.

Hybrid schedule: 3 days in office (Tuesday‑Thursday), 2 days remote (Monday and Friday).

• Analyze spending trends, identify risks and opportunities, and provide actionable recommendations to management.
• Prepare monthly variance analyses and support management in interpreting results.
• Generate financial reports, presentations, and analysis for leadership meetings.
• Support the annual budgeting process and monthly forecasting updates.
• Assist with monthly close activities including accruals, reclassifications, and financial reporting coordination with accounting.
• Partner with department leaders to develop and refine financial insights and recommendations.

• Three (3) or more years’ experience in FP&A, finance, accounting, or a related analytical role.
• Experience supporting budgeting, forecasting, financial reporting, and variance analysis.
• Excellent analytical aptitude with proven ability to analyze and interpret financial statements.
• Strong multi‑tasking ability and capacity to meet tight deadlines.
• Proven expertise in Workday Adaptive Planning for budgeting, forecasting, and financial modeling.
• Knowledge and ability to leverage AI tools to support financial analysis (if applicable).
• Bachelor’s degree in finance, accounting, business administration, or related field preferred; relevant experience in lieu of degree acceptable.
• Physical ability to perform prolonged periods of sitting at a desk and working on a computer.

SHRM is an equal opportunity employer (Minority/Female/Disabled/Veteran). Our hiring practices and employee experience embrace diversity, equity, and inclusion. We foster an environment where all employees feel respected, valued, and empowered.