Senior Financial Planner
Job Summary: The Senior Financial Planner & Analyst will be responsible for managing and analyzing profit and loss statements to provide valuable insights for optimizing the organization's financial performance. This role requires a seasoned financial expert with over 10 years of experience, skillfully developing and maintaining financial projections and forecasts that align with company strategy and market trends. The successful candidate will create detailed financial models and reports that offer data-driven recommendations to support strategic planning and enhance decision-making across the organization.
Responsibilities
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Manage and analyze profit and loss statements, providing insights to optimize financial performance.
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Develop and maintain comprehensive financial projections and forecasts in alignment with company strategy and market trends.
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Create detailed financial models and reports to support strategic planning and optimize decision-making.
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Collaborate with cross-functional teams to drive financial performance and identify opportunities for improvement.
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Monitor industry trends and economic conditions to provide informed recommendations for business initiatives.
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Prepare presentations and reports for senior management and stakeholders, articulating financial insights effectively.
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Ensure compliance with financial regulations and internal controls while implementing best practices in financial management.
Qualifications and Skills
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10+ years of experience in financial planning and analysis.
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Bachelor's degree in Finance, Accounting, Business Administration, or a related field; Master’s degree or relevant certifications (e.g., CFA, CPA) preferred.
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Strong proficiency in financial modeling and forecasting techniques.
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Excellent analytical skills and a keen attention to detail.
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Ability to interpret complex financial data and communicate insights effectively to non-financial stakeholders.
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Proficient in using financial software and tools, with advanced Excel skills.
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Strong problem-solving abilities and a strategic mindset.
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Excellent communication and interpersonal skills, with the ability to work collaboratively across teams.
Requirements
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10+ years of experience in financial planning and analysis, preferably in a corporate environment.
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Demonstrated expertise in profit and loss management, financial forecasting, and modeling.
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Proven ability to provide strategic insights and recommendations based on financial analysis.
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Strong understanding of financial regulations and compliance issues.