Job purpose

The financial planning analyst is responsible for analyzing the current financial situation of businesses units, departments, and teams. This role will be deploy involved in business unit budgeting, forecasting, and demand planning. He or she will employ a range of quantitative formulas and techniques and set and monitor operational reporting metrics. The analyst will meet with teams throughout the organization and recommend business actions based on their findings including how to grow revenue, decrease costs, improve profitability, and when to place purchase orders.

Duties and responsibilities

  • Prepare and maintain monthly, quarterly, and annual business unit and departmental budgets
  • Report on company performance vs. budget
  • Properly assess the financial state of the different business units of the company
  • Create operational and financial reporting dashboards
  • Conduct demand planning and recommend purchase orders
  • Secure highly sensitive and confidential financial data and information
  • Compile detailed financial reports using calculations, data, and other client-provided information
  • Use information to assemble extensive financial databases
  • Suggest and create financial action plans for the different business units of the company
  • Forecasting and budgeting for the different business units of the company


  • At least 2years of financial planning and strategizing experience
  • At least 2years experience working for medium to large scale companies
  • Proficient in data analysis
  • Proficient in Quickbooks
  • Excellent written and verbal English communication skills
  • Ability to perform research and compile reports
  • Extensive risk management skills
  • Ability to track and plan budgets
  • Experience forecasting and analyzing data