Senior Financial Planning Strategist

Job Description

We are seeking a detail-oriented and ambitious Financial Planning Analyst to join our finance team. This role will be critical in supporting weekly, monthly, and quarterly reporting processes, ensuring data accuracy, and maintaining financial models that guide decision-making across the organization.

This position offers significant growth opportunities for individuals looking to expand their expertise in financial planning and analysis.

• Key Responsibilities
• Update and maintain the cash model, ensuring alignment to the correct week.
• Import transaction data and refresh Planful data inflows.
• Prepare weekly Capex reports for project management discussions.
• Refresh overhead reports by class and accounts, ensuring accuracy for departmental and roll-up reporting.
• Adjust Planful templates as required to ensure proper data inflows.
• Monthly Tasks
• Update and distribute the project financial performance Excel file for the operations team.
• Update monthly fuel costs Excel and PowerPoint reports for review with the energy team.
• Maintain Planful statistical accounts (mileage, vehicles under management, billings, headcount, debt & leases) and upload to Planful.
• Quarterly Objectives
• Prepare Capex forecast reports, comparing project-level capex across current and prior forecasts.
• General Requirements
• Perform reconciliations and ensure data cleanliness across systems.
• Deliver timely, high-quality reports.
• Collaborate closely with the FP&A team to support near-term cash flow forecasting, long-term planning, and treasury functions.
• Take ownership of assigned tasks and progressively expand responsibilities based on performance (from data entry and reporting to analysis and independent report generation).

Requirements

The ideal candidate is a strong Excel user, a self-starter, and someone who thrives in a fast-paced, feedback-driven environment. We require advanced Excel skills, strong attention to detail, and ability to handle manual data processes accurately.

Benefits

This position offers significant growth opportunities for individuals looking to expand their expertise in financial planning and analysis.

Nice to Have Skills

Familiarity with Planful or NetSuite is a plus.

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