Financial Planning Analyst

Job Description

SIMCO Electronics is seeking a talented and enthusiastic Financial Planning Analyst to join the Finance department and make an immediate impact at this high-growth, multi-location company. SIMCO services 16 of the top 20 global biomedical device manufacturers and 14 of the leading aerospace and defense manufacturers - offering a dynamic, fast-paced environment for driven professionals.

This is an exciting opportunity to be part of a collaborative, innovative team where your contributions will be highly valued.

As a Financial Planning Analyst, you will play a key role in supporting the company’s financial planning and analysis function. You will work closely with the finance team to develop and maintain financial models, updating monthly reporting, analyze financial data, and provide insights and recommendations to support strategic decision-making.

This position reports directly to the Senior Financial Planning Analyst and will be primarily responsible for maintaining the company’s forecast models, updating periodic reporting templates and employee incentive programs, and monitoring key business metrics.

• Build, maintain, and automate complex and dynamic financial models to provide data-driven, actionable insights to drive product growth and other strategic objectives.
• Collaborate and partner with multiple cross-functional teams (Sales & Marketing, Finance, Operations, etc.) to help manage and drive the 5-step planning & forecasting process, pricing, & new service offerings.
• Develop and/or maintain compensation plans to align with the business goals.
• Develop and/or enhance policies and procedures that will improve the overall operation and effectiveness of the financial planning & analysis function and organization.
• Lead and prioritize analytical frameworks and roadmaps to uncover new business opportunities and key areas of risk.
• Develop and monitor performance indicators, highlighting trends and analyzing causes of unexpected variances.
• Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
• Assist in the preparation and presentation of weekly, monthly, quarterly, Board of Directors, and other financial dashboards and reporting.
• Support ad-hoc financial analysis and projects as needed.

• Bachelors degree in Finance, Accounting, or a related field.
• 2+ years of experience in financial planning and analysis.
• High proficiency in Excel, PowerPoint, and Workday Adaptive Insights.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and collaborate effectively in a team environment.
• Experience with data modeling within Power
  
  BI and Workday Adaptive is a plus.

• Bachelor’s degree in finance or related field. MBA a plus

• Office environment

Full-time, exempt position, sign on bonus eligible

Excellent benefits package Employer paid medical, dental, vision, disability, life insurance, retirement plan, employee funded pre-tax health, childcare spending accounts and tuition reimbursement

Paid time off with vacation, sick and holiday leave

SIMCO Electronics is the leading provider of calibration and software services for test and measurement instruments used in technology organizations. To learn more about SIMCO Electronics please site our home page at:

For the second year in a row, SIMCO has been named #1 on a list of "The Best Places to Work" in the Bay Area by the Silicon Valley Business Journal and San Francisco Business Times.

SIMCO provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, SIMCO complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.