Financial Planning & Reporting Analyst

Role Overview

This position sits within the financial planning and analysis function, where you will be the operational engine behind recurring reporting cycles and forward-looking planning processes. Day to day, you will consolidate financial data, maintain planning models, and coordinate with accounting and other finance stakeholders to deliver accurate, timely reporting to leadership. Your work directly shapes budget decisions, board-level updates, and long-range strategy by turning raw data into structured, decision-ready insights.

Key Responsibilities

• Design and maintain automated, scalable financial models that support monthly forecasts, annual budgets, and multi-year strategic planning horizons.
• Own data integrity across planning platforms by ensuring smooth data flows between internal tools and the data warehouse, troubleshooting integration gaps and validating outputs.
• Drive the monthly and quarterly reporting cadence by building the reporting calendar, arranging review calls, and liaising with FAS and accounting teams to meet submission deadlines.
• Prepare recurring reporting deliverables, including consolidated roll-up files, updated projections, and variance narratives that clearly explain performance against plan.
• Identify ways to streamline reporting workflows, reduce manual effort, and add analytical depth so recurring reports become more useful to decision-makers over time.
• Coordinate the annual budgeting and five-year planning process, from scheduling and template design to consolidating inputs and uploading finalized budgets into planning systems.
• Contribute to Board and lender reporting packages by assembling GAAP financial statements, fixed asset schedules, and other due diligence materials.
• Support strategic initiatives with ad hoc financial analysis, scenario modeling, and data visualization using BI tools to evaluate new opportunities and operational improvements.

Requirements & Qualifications

• Advanced proficiency in Excel or Google Sheets, with demonstrated ability to build dynamic financial models, use complex formulas, and manipulate large datasets efficiently.
• Solid understanding of accounting principles, primarily GAAP, with a working knowledge of financial processes and regulatory reporting requirements.
• Hands-on experience with business intelligence tools such as Power BI, SSRS, or SQL for querying, visualizing, and presenting financial data.
• Familiarity with business planning processes, including experience maintaining planning systems and aligning templates, actuals, and forecasts across tools.
• Strong project management skills, with the capacity to manage overlapping deadlines and coordinate multiple stakeholders around a shared reporting calendar.
• Clear written and verbal communication, particularly the ability to translate complex financial results into concise, actionable takeaways for both finance and non-finance audiences.
• A naturally analytical mindset with keen attention to detail and a proactive approach to identifying reporting inefficiencies or data quality gaps.