Financial Planning Analyst

Job Summary

A company is looking for a Financial Planning and Analysis Analyst to support data-driven decision-making through analysis and reporting.

Key Responsibilities

• Support all FP&A work led by the Department Head
• Analyze and audit monthly financial results and prepare executive reports on discrepancies
• Develop management reports and automation for financial modeling and forecasting

Required Qualifications

• Bachelor's degree or equivalent in Accounting, Finance, Mathematics, Business Administration, Economics, or related field
• 3 years of progressive experience in financial analysis/modeling within the financial lending or mortgage industry
• Solid knowledge of general business principles, accounting, and quantitative analysis
• High proficiency in Excel, including advanced financial analysis/modeling and VBA/SQL coding
• Experience with Power BI and ability to produce dashboards in Excel