Senior Financial Planning & Analysis Specialist

📋 Description

• Lead annual budgeting and forecasting with leaders for revenue, expense, and cash flow.
• Prepare timely financial statements, management reports, KPIs, and dashboards.
• Deliver clear financial presentations for the CFO, CEO, Partners, and Board translating data into insights.
• Analyze actual results vs budgets; identify trends, risks, opportunities; advise actions.
• Build and maintain financial models for growth, new services, expansion, acquisitions.
• Advise leaders across departments; align financials with strategy and planning.

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5-10 years FP&A, budgeting, forecasting, or corporate finance experience.
• Lead FP&A initiatives and partner with leadership to drive strategy and growth.
• Strong financial analysis and problem-solving; interpret data and identify trends.
• Excellent verbal and written communication for financial and non-financial stakeholders.
• Advanced Excel; experience with FP&A tools like Vareto or Workday.

🎁 Benefits

• Medical, Dental, Vision, FSA, and Supplemental Life Insurance.
• 100% company-paid Life Insurance, Short-Term Disability, and Long-Term Disability.
• 401(k) with up to 4% match.
• Paid vacation and sick time, 11 holidays, and employee ownership options.
• Licensure expenses paid and annual performance bonuses.
• Background checks and drug screen; E-Verify and EEO.