813.400.1020

Title: Senior Financial Planning Analyst

Location: Connecticut

Overview:

Our Client, an omni-channel payment solutions provider, is searching for a Senior Financial Planning Analyst to join their team. This role would report to the Director of Finance. This company is growing substantially and offers a wide array of integrated financial products and services to multiple verticals.

Responsibilities:

  • Prepare quarterly financial and operational reports for Board meetings
  • Perform quantitative analysis of operational and financial data
  • Build and manage large databases by organizing and analyzing a wide range of data sources
  • Analyze, format, and present financial statements for company meetings
  • Build and maintain a corporate financial model that details the entire company’s operations and projects future performance
  • Perform cost analysis of main company drivers
  • Perform ad hoc analysis for executives as required

Requirements:

  • 5+ years of relevant, applied experience in finance/accounting, operations, strategy, or consulting
  • Highly proficient Excel skills with a deep understanding of financial modeling, financial formulas, conditional formulas, forecasting formulas, and pivot tables
  • Ability to work with large database of information
  • Solid understanding of P&L, balance sheet and cash flow statements
  • Enthusiasm for problem-solving through quantitative modeling and analysis
  • Self-starter who is proactive, intellectually curious, and not afraid to seek out projects independently
  • Strong communication skills, both verbal and written, as well as a collaborative mindset and approach to work