Senior Financial Analyst - Financial Planning & Analysis
$81,000–$135,000 year
HybridNewton, Massachusetts, United States
Job Summary
Conduct monthly financial forecasting, headcount planning, and variance analysis to support corporate decision-making. Partner with business leaders across People, IT, and Operations to drive budget alignment, optimize resource allocation, and deliver actionable insights. Lead the delivery of financial reporting packages, dashboards, and presentations while managing month-end close processes and long-range planning. Identify opportunities for automation and process improvement using advanced Excel and FP&A tools like Anaplan or TM1. Provide training on forecasting systems and distill complex data into clear recommendations for senior leadership.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field
- 5+ years of experience in Finance or Accounting
- 1-2 years of experience as a finance business partner working with senior management and presenting financial insights and recommendations
- Experience working with financial planning and reporting systems, such as TM1 (Planning Analytics), Anaplan, Workday Adaptive Planning, Oracle Hyperion or similar FP&A platforms
- Proficient in advanced Excel, with expertise in constructing scenario analyses to inform strategic decisions
- Solid understanding of GAAP principles, ensuring adherence to accounting standards
- Experienced in data mining and developing analytical models to drive actionable insights
- Skilled in distilling complex data into clear, concise information that supports effective decision-making
- Exceptional critical-thinking abilities, capable of analyzing data from multiple perspectives
- Meticulous attention to detail, with a keen ability to identify trends and inconsistencies in large datasets
- Strong written and verbal communication skills, with the ability to clearly present findings to stakeholders at all levels
- Ability to manage multiple priorities and work effectively in a fast-paced environment
- Travel for this position may include quarterly travel to attend internal and external meetings
Desired Qualifications
- Driven by a strong passion for problem-solving, with a proactive approach to tackling new challenges
- Adaptable and independent, with a flexible mindset that enables success in dynamic work settings
- Self-motivated, consistently generating valuable business insights and taking initiative to drive improvements
- Thrives in fast-paced, high-pressure environments, excelling in cross-functional collaboration
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