Senior Financial Planning Analyst

The ideal candidate brings a proven track record in FP&A, hands-on expertise with SQL and Power BI, and a forward-thinking approach to leveraging AI tools, including the Microsoft Copilot suite, to elevate both the quality and velocity of financial insight. This is a senior individual contributor role with people leadership responsibilities: the right person has built the budget model, presented to the CFO, redesigned the monthly reporting package, and coached a team through a new tool rollout.
Key ResponsibilitiesFinancial Planning & AnalysisLead the annual budgeting and quarterly forecasting processes, partnering with business unit leaders to ensure accuracy and alignment with company strategyDevelop and maintain dynamic financial models to support long-range planning, scenario analysis, and business case developmentBuild and maintain cash flow forecasting models, including short-term liquidity forecasts and long-range cash planningPrepare monthly and quarterly financial packages including variance analysis, KPI tracking, and executive commentaryIdentify trends, risks, and opportunities within financial results and communicate findings with clear, actionable recommendationsSupport month-end close activities by providing FP&A input to the Controller's team
Data, Technology & AIBuild and maintain Power BI dashboards and reports that deliver clear, actionable financial insights to senior leadershipWrite and optimize SQL queries to extract, transform, and analyze large datasets in support of financial reporting and ad hoc analysisLeverage Microsoft Copilot and AI-powered tools to accelerate analysis, automate routine reporting tasks, and surface insights fasterApply prompt engineering techniques to extract high-quality outputs from AI tools and integrate them into repeatable FP&A workflowsCritically evaluate AI-generated outputs before presenting to leadership-knowing when to trust, when to verify, and when to interveneChampion adoption of AI and automation capabilities within the FP&A team, identifying opportunities to embed these tools into existing processes
Business Partnership & LeadershipServe as a trusted business partner to cross-functional leaders in Accounting, Operations, and Sales, translating data into strategic narrativeLead with insight and recommendation, not just reporting; the “so what” and “what next” matter as much as the “what happened”Manage and develop 1-2 junior finance team members, coaching on analytical best practices and AI tool adoptionDrive continuous improvement in FP&A processes, tools, and reporting infrastructure
Required QualificationsExperience & EducationBachelor’s degree in Finance, Accounting, Economics, or a related field5+ years of progressive FP&A experience with a demonstrated record of measurable outcomes-be prepared to speak to specific results you have drivenProven ability to operate independently in a fast-paced environment, managing competing priorities without sacrificing accuracy or timelinessExperience building and maintaining cash projection and cash flow forecasting models, including short-term liquidity and long-range planning
Technical SkillsSQL: Advanced proficiency; able to independently query, join, and manipulate data across relational databasesPower BI: Advanced proficiency including data modeling, DAX formula development, and executive-ready dashboard designMicrosoft Copilot Suite: Demonstrated hands-on use across Copilot for Microsoft 365, Excel, Teams, Outlook, and Word; practical finance workflow application requiredAI Tools: Active user with the ability to evaluate output quality, apply prompt engineering, and identify appropriate automation use casesExcel: Expert-level financial modeling skills
Core CompetenciesInsight-driven communicator: translates complex financial data into concise, compelling executive narrativesAnalytical skeptic: applies rigorous critical thinking to data and AI outputs and does not present findings without verificationIntellectually curious: stays current on AI and finance technology and proactively brings new ideas to the teamChange agent: comfortable leading peers and stakeholders through process and technology transitionsBusiness-first mindset: builds cross-functional relationships and is seen as a trusted advisor
Preferred QualificationsMBA, CPA, or CFA designationExperience in distribution, entertainment, or consumer goods industriesExposure to cloud data platforms (Snowflake, Azure Synapse, Databricks, or similar)Python experience for finance automation: data cleaning, report generation, or modelingDemonstrated experience piloting or scaling AI tools within a finance team