Financial Planning Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Staff Financial Group · 15 hours ago

Financial Planning Analyst

Staff Financial Group is committed to exceeding expectations by delivering exceptional patient outcomes. They are seeking a Financial Planning Analyst who will conduct in-depth financial analysis, prepare forecasts, and develop financial models to inform business strategy and performance optimization.

B2BFinancial ServicesHuman ResourcesInsurance

Responsibilities

Conducting in-depth financial analysis
Preparing accurate forecasts
Developing comprehensive financial models
Delivering critical insights to inform business strategy and performance optimization
Collaborating directly with C-level leadership to lead the budgeting process
Preparing, forecasting, and variance analysis
Identifying key trends
Optimizing resource allocation
Ensuring alignment with organizational objectives

Qualification

Financial AnalysisThree-statement ModelingBudgetingAdvanced ExcelData ManagementAnalytical SkillsCritical ThinkingCommunication Skills

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field
3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant
Proficiency with three-statement modeling, budgeting, and data management
Advanced Excel skills
Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy
Excellent communication skills, capable of presenting complex data clearly to various stakeholders

Preferred

Healthcare sector experience is advantageous but not required
Experience with financial analysis software or BI tools is a plus

Benefits

Competitive compensation (above market rates)
Paid Time Off
Benefits package: (Medical; Dental; Vision; short-term disability; Life, Accident and Cancer insurance policies, and more)
401(k) retirement plan with a company match
Paid uniforms
Tuition reimbursement
Employee Referral Bonuses
Opportunities for overtime
Professional development & opportunities for advancement
Flexible scheduling options
Employee assistance programs (EAP)
We foster a positive work environment

Company

Staff Financial Group

twittertwitter
company-logo
Staff Financial Group is a staffing and recruiting company offering accounting and financial recruiting services.

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Andree Frost
Client Partner/Managing Director Recruiting
linkedin
leader-logo
Michael Lanzillotti
Client Partner
linkedin
Company data provided by crunchbase