CAREER FOUNDATIONS INC. · 7 hours ago
Senior Financial Planning Analyst
Triangle Area
Full-time
Onsite
Mid, Senior Level
4+ years expCAREER FOUNDATIONS INC. is seeking a highly analytical and proactive Senior FP&A Analyst to support strategic financial planning, budgeting, and performance reporting. This role plays a key part in driving data-driven insights, improving forecasting accuracy, and partnering with business leaders on financial decisions.
B2BEmploymentProfessional ServicesRecruiting
Hiring Manager
Jessica Forbis
Responsibilities
Lead the monthly forecasting process, including variance analysis and performance reporting
Develop, refine, and maintain detailed financial models to support strategic planning and scenario analysis
Partner with cross-functional teams to provide financial insights that guide operational and strategic decisions
Prepare executive-level dashboards, presentations, and commentary on business performance
Support the annual budgeting process and long-range planning activities
Analyze trends, KPIs, and key business drivers to identify risks, opportunities, and improvement levers
Enhance and streamline FP&A processes, reporting tools, and data automation initiatives
Assist with ad hoc analysis, M&A modeling, capital investment evaluations, and business cases as needed
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus
4–7 years of progressive FP&A or corporate finance experience
Strong financial modeling skills (Excel, forecasting tools, scenario analysis)
Excellent analytical, communication, and presentation skills
Ability to distill complex data into clear, actionable insights
Demonstrated ability to work cross-functionally and support senior leadership
Detail-oriented, deadline-driven, and comfortable in a fast-paced environment
Preferred
Proficient with a common data visualization tool for reporting, such as Tableau or Power BI
Proficient with financial systems (SAP, Oracle and NetSuite)
Company
CAREER FOUNDATIONS INC.
About Career Foundations Founded in 2002, Career Foundations is a distinguished full-service recruitment and executive search firm based in Raleigh, North Carolina.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Chris Eddy
Vice President/Partner
Austin Coon
Partner
Recent News
The Journal Record
2022-11-18
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