Financial Analyst

Planful System Support * Administer day-to-day Planful activities: user access, workflow support, troubleshooting, and first-level issue resolution. * Maintain and update planning templates, input schedules, mappings, and hierarchy configurations. * Execute data loads, validations, and reconciliations to keep planning data accurate and available on time. * Support the full planning cycle (budget, forecast, long-range plan) monitoring workflows, following up on submissions, and resolving process friction. * Document recurring procedures; maintain SOPs and training materials to support team knowledge and system adoption. Financial Analysis & Advisory Support * Prepare and deliver recurring and ad hoc analysis for operational expenses and revenue streams (non-plant) including trends, variances, and drivers. * Support budget and forecast cycles by compiling inputs, validating assumptions, and preparing clear commentary and summaries. * Build and maintain Excel models for scenario planning, spend visibility, and decision support. * Develop standardized reporting packs and executive-ready outputs that clearly communicate risks, opportunities, and key drivers. * Support performance review cycles — preparing materials, capturing action items, and tracking follow-through to closure. Data Quality, Controls & Collaboration * Reconcile data across Planful, ERP, and Power BI; flag anomalies and help identify root causes. * Partner with Finance and business stakeholders to clarify definitions, improve data discipline, and strengthen planning adoption. * Proactively identify opportunities to automate and improve recurring processes — reducing manual effort and improving accuracy. WHAT YOU BRING Required * 2–4 years of experience in FP&A, financial analysis, reporting, or a related finance role. * Strong analytical mindset — structured approach to variance explanation and problem-solving. * Intermediate-to-advanced Excel skills; comfortable building and maintaining financial models. * Comfortable with data, recurring processes, and tight deadlines — high attention to detail. * Clear communicator: able to summarize findings plainly and escalate issues appropriately. * Fast learner with a service orientation — you take ownership and follow through. Compensation: 65K-75K Annual Nice to Have * Experience with Planful or a similar FP&A planning tool (Adaptive, Anaplan, Vena, etc.). * Bachelor's degree in Finance, Accounting, Business, or related field. * CPA, CMA, or MBA in progress or completed — valued but not required for the right candidate. YOU'LL THRIVE HERE IF... * Finds satisfaction in making a messy process clean and repeatable. * Asks questions until the data makes sense — not just until it looks right. * Takes ownership without being asked and follows through without being chased. * Wants to grow into broader FP&A systems or analytics leadership over time. * Enjoys working closely with a small, focused team that values quality and accountability. WHAT SUCCESS LOOKS LIKE In your first 90 days: * You understand how Planful is structured, own your first recurring admin tasks, and have resolved at least a few user issues independently. * You've delivered your first round of analysis on time and with clear commentary. * You've built relationships with key Finance and business stakeholders. By end of year one: * Planning cycles run more smoothly with your involvement — templates are cleaner, workflows are tracked, submissions arrive on time. * Your analysis is trusted and acted on. Stakeholders come to you proactively. * You've identified and delivered at least one meaningful process improvement.

The Financial Analyst will administer Planful system activities, including user access, data loads, and workflow support. They will also prepare financial analysis, maintain Excel models, and collaborate with stakeholders to improve data discipline and planning processes.

Candidates must have 2–4 years of experience in FP&A or financial analysis with strong analytical and Excel skills. A bachelor's degree in Finance, Accounting, or Business is preferred, along with familiarity with planning tools like Planful.

Identified from the job description. Confirm important requirements above.

• Financial Analysis
• FP&A
• Planful
• Excel
• Budgeting
• Forecasting
• Data Reconciliation
• Financial Modeling
• Variance Analysis
• Reporting
• Data Quality
• Process Improvement
• ERP
• Power BI
• Communication
• Problem-solving

• Finance & Accounting
• Data & Analytics
• Administrative

Minimum education

Professional degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week