Senior Financial Planning Analyst-14104
Location :
Franklin, TN
Job Type :
Direct
Reference Code :
Hybrid
Hours :
Full Time
Required Years of Experience :
5
Required Education :
BS Degree in Finance, Economics, or Accounting
Travel :
No
Relocation :
No
Job Industry :
Accounting - Finance
Job Category :
Accounting/Finance
Job Description :
Job Summary
This position is a high impact role with senior leadership exposure that will have the opportunity to directly impact strategic decision making, own the budget and forecasting process while contributing to monthly and quarterly board reporting.
Essential Functions
- Develop and maintain the annual operating plan, rolling forecasts, and various financial models.
- Build dashboards, KPIs, and other reports that provide actionable insights across the organization.
- Prepare in-depth analyses of company performance and key metrics.
- Prepare business cases, pricing scenarios, and other analyses as requested by department leaders.
- Create presentations and provide support for leadership, board packages, and strategic initiatives.
- Develop and maintain rigorous processes for financial reporting and analyses.
- Ability to translate complex financial analyses to non-financial team members.
- Ad-hoc projects
Working Environment & Travel Requirements
- Work is typically in a normal office administrative environment involving minimal exposure to physical risks.
- Position requires little to moderate physical activity. Mostly sedentary work exerting up to 10 pounds of force occasionally or a negligible amount of force to lift, carry, push, pull, or otherwise move objects. Work involves sitting most of the time but may involve walking or standing for brief periods of time. No significant stooping is usually required.
- Minimal travel.
Required Qualifications :
Qualifications
- BS Degree in Finance, Economics, or Accounting
- 5 years progressive experience in pricing analyses, financial modeling, budgeting, and forecasting
- 3 years’ experience in a SaaS business
- Strong working knowledge of financial reporting organizational structure and GAAP
- Experience integrating data seamlessly from disparate data sources.
- Expert excel skills that includes multi-year forecasting and scenario based planning
- SQL, Python, and Power BI skills would be helpful but not required
- Entrepreneurial mindset with a high degree of curiosity
