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Mercy Ships · 10 hours ago

Financial Planning Analyst - Business Partner

Lindale, TX

Full-time

Hybrid

New Grad, Entry Level

$58K/yr - $63K/yr

0+ years exp

Mercy Ships is an organization focused on providing medical care and support through maritime means, and they are seeking a Financial Planning Analyst - Business Partner. The role involves supporting the FP&A team with administrative tasks, maintaining financial documentation, and assisting in financial planning and reporting activities while learning foundational skills in financial planning and business partnership.

CharityHealth CareHospitalNon Profit

Hiring Manager

Coltin Ferrick

Responsibilities

Provide day-to-day support to the FP&A team by responding to helpdesk inquiries, maintaining data accuracy, and coordinating communications through shared mailbox

Manage a limited caseload of business partners under close guidance from senior FP&A team members, learning to interpret financial results and support their financial planning needs

Assist in preparing templates, schedules, and reports for financial planning cycles

Perform data collection, entry, and reconciliations to support monthly close processes, including completion of accounting journal entries as directed

Monitor and maintain organize financial documentation, shared drives and team workspaces to ensure accessibility and version control

Support variance and trend analysis by compiling data, performing preliminary checks, and summarizing key findings for review by senior team members

Learn to communicate basic financial concepts to non-financial stakeholders and develop an understanding of business drivers within assigned caseload

Contribute to documentation, standardization, and continuous improvement of FP&A processes and reporting tools

Collaborate with team members to ensure consistency, accuracy, and completeness across financial reporting and planning activities

Participate in team meetings, training sessions, and system enhancements to strengthen technical and business skills

Adhere to organization policies, accounting principles, and regulatory requirements in all reporting and analysis activities

Other tasks as assigned

Qualification

Financial planningAccounting principlesData analysisMicrosoft ExcelCommunication skillsEagerness to learnProblem-solvingDetail-orientedTeam collaborationOrganizational skillsAdaptability

Required

Clear verbal and written communication skills to effectively share financial information with team members and business partners

Basic understanding of financial statements, accounting principles, and financial planning concepts; willingness to learn more advanced topics

Analytical and problem-solving skills to assist in reviewing financial data, identifying simple trends, and supporting actionable recommendations

Detail-oriented with a focus on accuracy and completeness in tasks, reports, and documentation

Collaborative team player who works effectively with team members and supports FP&A initiatives

Organized and adaptable, able to manage multiple tasks and deadlines with guidance in a fast-paced environment

Eagerness to learn, develop new skills, and contribute to improving team processes

Supportive of Mercy Ships mission and vision and committed to its core values

Bachelor's degree in Finance, Accounting, Economics, Business Administration or other related field required; candidates in the final year of completing their degree will be considered

0-2 years of relevant experience in financial planning, accounting, or a related field

Proficiency in the following tools required: Standard Microsoft Office Products (Excel, Word, PowerPoint, and Outlook)

Strong attention to detail, organizational skills, and ability to communicate clearly