Financial Analyst III - Financial Planning

This role performs advanced financial planning work, including building complex forecasting models and preparing the annual plan for multiple departments and business segments. You will analyze variances between plan, forecast, and actual results and produce financial reports and executive-ready presentations.

• Compile and prepare complex financial planning models for forecasting
• Research and review variances and document explanations
• Verify and perform calculations/analyses for expenses, projections, ratios, returns, and capital expenditures
• Compile, verify, and prepare financial information and executive presentations
• Evaluate current processes and recommend enhancements

The position focuses on financial modeling and forecasting (including financial ratios, working capital, rates of return, and capital expenditures) using enterprise performance management tools, specifically Hyperion Planning and Hyperion Strategic Finance (HSF), supported by Microsoft Excel and other Microsoft Office tools. Deliverables include financial statements, industry-specific schedules, and executive communications such as board and investor presentations.

The ideal candidate is a senior-level financial analyst with 5–8 years of forecasting and analysis experience, specifically building and analyzing complex financial planning models. They have strong experience with generally accepted accounting methods and procedures, variance analysis, and producing financial reporting materials for business leaders (e.g., board and investor presentations), with hands-on use of Microsoft Excel and Hyperion Planning / Hyperion Strategic Finance (HSF).