Financial Planning Analyst Job at Tatum by Randstad, East Windsor, Middlesex County, NJ

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  • Tatum by Randstad
  • East Windsor, Middlesex County, NJ

Job Description

We are seeking a driven Financial Planning & Analysis (FP&A) Analyst to join our client's growing team. The position will play a crucial role in supporting financial planning and analysis activities, with a focus on developing financial models, utilizing data visualization tools (e.g., Power BI), and assisting in strategic decision-making processes. This position offers the opportunity to work closely with senior management, private equity investors, and cross-functional teams to drive the organization's financial objectives.

  • Assist in financial analysis, strategic planning and financial reporting, which may include acquisitions and geographic expansion.
  • Reports to the Manager, Financial Planning and Analysis (FP&A).
  • Works closely with Chief Financial Officer (CFO) and private equity (PE) investors for all financial reporting needs.

Duties And Responsibilities

Financial Analysis:

  • Conduct thorough financial analysis, including reviewing financial statements, performing scenario analysis, and evaluating trends.
  • Prepare monthly management discussion and analysis (MD&A) reports for distribution to senior management and stakeholders.
  • Develop and maintain comprehensive financial models to support strategic decision-making and resource allocation.
  • Monitor key performance indicators (KPIs) and business drivers to identify optimization opportunities.
  • Create and maintain standardized reporting templates and dashboards using Excel and Power BI to facilitate data-driven decision-making.

Strategic Planning and Budgeting

  • Assist in leading the budgeting process by collaborating with department heads and senior management to align financial goals with strategic objectives.
  • Develop integrated budgeting models incorporating detailed assumptions and strategic scenarios.
  • Conduct regular budget reviews, identifying areas of concern and recommending actions for goal attainment.
  • Assist in developing long-term strategic plans, including dynamic financial modeling and growth assumptions.

Financial Reporting and Presentations

  • Support the development and oversight of board meeting presentations.
  • Prepare financial reports, including monthly, quarterly, and annual financial statements with commentary.
  • Collaborate with cross-functional teams to ensure consistency in financial reporting and alignment of financial information

Education And Experience

Bachelor’s Degree in accounting, Finance, Business Management, Economics, or related field preferred

  • 2+ years’ experience in financial analysis, planning, and budgeting.
  • ~4 years of professional work experience.
  • Proficiency in financial modeling, data analysis, and advanced Excel and PowerPoint skills.
  • Experience with Power BI tools to create dashboards and KPIs is preferred.
  • Strong analytical and problem-solving abilities with attention to detail.
  • Excellent communication and presentation skills, with the ability to translate complex financial concepts into actionable insights.
  • Ability to work effectively in a team environment and across multiple business units.

Job Tags

Work experience placement,

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