Financial Planning & Systems Analyst jobs in United States
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Finit Solutions ยท 1 day ago

Financial Planning & Systems Analyst

Finit Solutions is seeking a motivated and proactive Financial Planning & Systems Analyst to join their Finance and Business Line Operations teams. This role focuses on financial analysis, systems development, and business operations, providing opportunities for growth in financial forecasting and strategic analysis.

ConsultingInformation TechnologyRobotics
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Growth Opportunities

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

Financial modelingMicrosoft ExcelOneStream toolsBI platformsAnalytical skillsEagerProactiveCollaborationDetail-oriented

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

Benefits

100% employer paid premium for health, dental, group life & ADD, and disability plans for employee level coverage

Company

Finit Solutions

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Finit Solutions is an information technology company specializing in financial management consulting services

Funding

Current Stage
Growth Stage

Leadership Team

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Rob Cybulski
Co-Founder and CEO
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Angie Apple
Partner, Co-Founder
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Company data provided by crunchbase