Financial Analyst, Planning

Remote · USA Full-time New today

Job Description:

Monthly financial statement production including balance sheet, income statement and cash flow statement
Budgeting and forecasting skills, including rolling 12-month forecast
Analyze financial, sales, revenue and other operational data to identify trends and support forecasting and strategic planning
Build and maintain dashboards and reports for senior leadership and others as required
Track pipeline metrics, performance indicators, and forecasting accuracy in partnership with Sales Leadership
Maintain CRM data integrity and ensure accurate tracking of leads, opportunities, and accounts
Support sales operations activities, including territory management, quota tracking, and process improvements
Collaborate with cross-functional teams to ensure consistent data, reporting, and visibility across the customer journey
Other analytic exercises as required

Requirements:

Bachelor’s degree in business, Finance, Data Analytics, or a related field
4–7 years of experience in FP&A
Strong proficiency with a variety of tools including Business Central, Microsoft CRM, Salesforce, Word, Power BI, etc.
Advanced Excel skills; experience with SQL or Python a plus
Proven ability to analyze complex datasets and communicate insights clearly to non-technical stakeholders
Exceptional attention to detail, organizational skills, and analytical mindset
Strong interpersonal skills and the ability to collaborate effectively across teams
Proven ability to partner cross-functionally and influence without authority

Benefits:

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