Senior Financial Planning & Analysis Associate

Responsibilities

• The Financial Planning & Analysis (FP&A) Senior Associate is responsible for supporting the company’s financial planning, budgeting, and forecasting processes.
• Managing and developing the Corporate Services SG&A budget.
• Analyzing actual results compared to the budget.
• Assisting with the monthly financial close.
• Reviewing monthly results to identify and investigate variances.
• Preparing reports and presentations to explain month-end outcomes.
• Creating financial models to aid decision making.
• Acting as the main business partner for designated cost centers, providing financial guidance, analysis, and support.

• Bachelor’s degree and at least four years of direct, proven experience in a similar finance position.
• Background working with accounting teams, department heads, and company leadership in a mid-size or large organization.
• Strong proficiency in the MS Office suite, with advanced Excel skills.
• Familiarity with financial planning tools.
• Ability to work independently and consistently meet hard deadlines.
• Degree in Accounting or Finance is preferred.
• CPA certification or Master’s degree is a plus.
• Skilled in Oracle Hyperion Planning and Reporting.
• Experience with People Soft and/or CostPoint.
• Strong presentation abilities and capable of engaging with all levels of the organization, including executive management, to aid financial decisions.
• Ability in identifying, calculating, and reporting addbacks (non-recurring, non-cash expenses) for management reporting and EBITDA adjustments.
• Proficient with Power BI or similar tools for dashboard creation, executive-level reporting, and data visualization.
• Experience working with stakeholders in Private Equity-backed environments or public companies.
• Experience in systems implementation.