Financial Planning Analyst

The Senior FP&A Analyst will manage financial forecasting, modeling, and analysis to support company leadership. This role involves updating corporate models, preparing executive presentations, and analyzing financial data to inform strategic decisions. You will collaborate with cross-functional teams on budgeting, reporting, and cost management, ensuring accuracy and insights for senior management.

• Lead the annual budgeting process and recurring financial forecasts.
• Develop and maintain complex financial models supporting business planning.
• Analyze financial data to provide insights and recommendations to senior leadership.
• Prepare and present financial reports, variance analysis, and key performance indicators.
• Collaborate with teams to support strategic initiatives through financial insights.
• Identify cost-saving opportunities and monitor expenses across departments.
• Assess financial risks and recommend strategies to mitigate them.
• Communicate financial insights effectively to non-financial stakeholders.

• Bachelor’s degree in finance or accounting.
• 2-5 years of experience as a financial or business analyst, with a focus on FP&A.
• Proven experience supporting corporate functions with budgeting and reporting.
• Strong proficiency in Excel and familiarity with Essbase and/or Workday Adaptive Planning.
• Experience working with spend of $100M+ (labor, vendor, capital).
• Ability to extract data from relational databases such as SQL or Oracle.
• Previous experience supporting the mortgage industry is highly preferred.
• Excellent attention to detail and analytical skills.