Financial Planning Analyst

Budgeting/Forecasting Specialist to build financial models, lead annual operating and capital budgets, and maintain rolling forecasts. Role requires translating numbers into actionable recommendations, partnering with department heads and FP&A teams, and delivering management reporting with dashboards. Responsibilities include consolidating inputs across departments, performing variance analyses, developing and updating models (DCF, ROI, IRR, break-even) in Excel/Google Sheets, and driving process improvements (forecasting workflows, budgeting software such as Adaptive Insights, Anaplan, Workday). Ideal candidates may have FP&A tool experience (Anaplan, Adaptive Insights, Hyperion, Workday) and credentials (MBA, CFA, CPA). Strong analytical skill, ability to communicate data-driven insights to executives, and experience forecasting for SaaS, real estate, or professional services are valued.