Financial Planning Analyst

WILL REPORT DIRECTLY TO THE CEO/FOUNDER.

Job Responsibilities:

Create and analyze monthly, quarterly, and annual financial reports to ensure accuracy and compliance with accounting standards.
Collect and analyze variance reports across departments, providing insights to top management for decision-making.
Develop, analyze, and summarize recommendations for annual or quarterly financial plans, including trend analysis.
Lead the preparation of budgets, coordinating with departments to ensure alignment with strategic objectives, and conducting budget reviews to communicate status updates.
Develop 3-year and 5-year financial budgets and forecasts to guide strategic decisions.
Prepare profit and loss scenarios for new ventures or expansions, contributing to strategic business decisions.
Produce and present analyses of financial and operational performance to support data-driven decision-making.
Implement processes to enhance analytical, reporting, and forecasting capabilities, driving improvements in financial performance.
Use data analysis to challenge existing practices and drive innovation within the organization.
Conduct in-depth financial analyses to identify opportunities for improving financial performance across business lines.
Ensure budgeting processes comply with regulatory requirements and maintain internal controls.
Collaborate closely with the CEO and various departments to gather inputs and align financial strategies with overall company goals.