• Develop and maintain comprehensive monthly, quarterly, and annual financial forecasts and business plans.
  
• Conduct in-depth variance analysis to identify trends, risks, and opportunities across revenue, expenses, and profitability.
  
• Partner with department heads across operations, sales, and marketing to understand business drivers and align financial plans with strategic objectives.
  
• Prepare detailed management reports and dashboards to track KPIs, financial performance, and operational efficiency.
  
• Lead the annual budgeting and forecasting cycle, ensuring accuracy, consistency, and timely delivery.
  
• Support capital allocation decisions through scenario modeling, sensitivity analysis, and ROI evaluations.
  
• Collaborate with external auditors and internal stakeholders to ensure compliance with financial reporting standards.
  
• Identify and implement process improvements to enhance financial planning accuracy, efficiency, and scalability.
  
• Provide timely and insightful commentary on financial results to senior leadership and board members
  

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; CPA, CFA, or CMA certification is a plus.
  
• 2–5 years of experience in Financial Planning & Analysis within the financial services or related industry.
  
• Proficiency in financial modeling, forecasting, and budgeting with demonstrated success in delivering accurate results.
  
• Strong analytical skills with the ability to interpret complex data and communicate insights effectively.
  
• Expertise in Microsoft Excel (advanced functions, pivot tables, macros) and experience with ERP systems (e.g., SAP, Oracle).
  
• Familiarity with BI tools such as Power BI, Tableau, or similar platforms for data visualization and reporting.
  
• Excellent interpersonal and communication skills with the ability to influence stakeholders at all levels.