Finit Solutions ยท 16 hours ago
Financial Planning & Systems Analyst
Cincinnati, OH
Full-time
Onsite
Entry, Mid Level
2+ years expFinit Solutions is seeking a motivated and proactive Financial Planning & Systems Analyst to join their Finance and Business Line Operations teams. This role involves building financial models, leading the annual budget process, and collaborating with various departments to enhance financial systems and reporting. The ideal candidate will have a strong background in financial analysis and systems development, with opportunities for growth in financial forecasting and strategic analysis.
ConsultingInformation TechnologyRobotics
Responsibilities
Build and maintain financial models to support the company's revenue, expense, and profitability forecasting
Lead the annual budget process, partnering with Finance, Business Line Ops, and Leadership to align targets and assumptions
Evaluate strategic options to identify value-added objectives and support decision-making across the organization
Partner closely with Business Line Ops to support xP&A modeling related to staffing demand, project profitability, and rate setting
Collaborate with Finance leadership to refine reporting packages and maintain data integrity across OneStream applications
Communicate insights and recommendations clearly to stakeholders across departments
Maintain and enhance internal OneStream applications to support budgeting, forecasting, and reporting needs across Finance and Business Line Ops
Manage system structures, metadata, workflow components, and calculation logic to ensure data accuracy and consistency
Partner with internal stakeholders to design, test, and deploy updates or new functionality that improves usability and supports evolving planning needs
Serve as the HubSpot administrator for the organization, driving utilization and reporting improvements
Support Client Engagement and Business Line Ops teams by maintaining accurate CRM data and building dashboards to track sales pipeline, client activity, and revenue projections
Qualification
Required
Bachelor's degree in Finance, Accounting, or a related field
2-5 years of experience in financial planning and analysis, auditing, or a similar role
Advanced proficiency in Microsoft Excel, including financial modeling
Eager and Proactive: Self-motivated with a strong desire to learn and grow
Detail-Oriented: High level of accuracy and attention to detail financial analysis and reporting
Strong Analytical Skills: Ability to interpret financial data and provide actionable insights
Collaboration: Works effectively in a team environment and communicates clearly with stakeholders
Preferred
Previous experience in a professional services firm is strongly preferred
Exposure to professional services business models and financial structures
Familiarity with financial reporting systems such as OneStream tools and other BI platforms is a plus
Prior HubSpot experience NOT required
Prior OneStream development experience NOT required
Company
Finit Solutions
Finit Solutions is an information technology company specializing in financial management consulting services
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rob Cybulski
Co-Founder and CEO
Angie Apple
Partner, Co-Founder
Company data provided by crunchbase