Remote FP&A Analyst
at Sand Cherry

Summary

Join Sand Cherry Associates as a Senior Financial Planning Analyst to deliver financial analysis and insights, drive the financial planning process, and contribute to the ongoing development of financial strategy for a large financial services company.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
• CPA or CFA certification, or working towards one, is highly desirable
• Minimum of 4+ years of experience in Financial Planning & Analysis, financial consulting, or a related role
• Experience working in the financial services industry is a plus
• Analytical Ability: Proven skills in financial modeling, data analysis, and ability to interpret complex data to derive meaningful insights
• Business Acumen: Strong understanding of financial concepts and drivers of business value; ability to link financial performance to business strategy
• Communication Skills: Excellent written and verbal communication skills with the ability to present complex information in a clear and concise manner to senior management and non-financial stakeholders. Must be detail oriented and adaptable to change
• Advanced Excel Skills: Ability to create detailed financial models and use advanced Excel functions; experience with data visualization tools such as Power BI is advantageous

Responsibilities

• Prepare and analyze financial reports, including monthly, quarterly, and annual financial statements
• Develop insightful management reports that highlight financial performance against key metrics
• Assist in analyzing trends and variances in key financial metrics, providing commentary on significant deviations
• Lead the annual budgeting and strategic planning process, working in close collaboration with various business units to consolidate budget inputs
• Develop and maintain complex financial forecasting models to ensure accuracy and support decision-making
• Monitor actual performance against budgets/forecasts and recommend corrective actions as needed
• Partner with senior leaders to understand business needs and provide financial insights that support the achievement of strategic objectives
• Provide ongoing financial consulting and strategic support to business partners, including ad hoc financial modeling, profitability analysis, and cost-benefit analysis
• Develop and maintain strong working relationships with various departments to support company-wide initiatives and provide a financial perspective
• Conduct scenario analysis to evaluate the financial impact of different strategic decisions
• Develop, assess, and present various “what-if” financial models to assess opportunities, identify risks, and propose solutions
• Support key strategic projects by conducting ROI analysis and providing actionable insights to guide decision-making
• Contribute to the development and enhancement of internal FP&A processes, including improvements to financial reporting, analysis, and forecasting
• Evaluate existing processes and implement best practices to increase efficiency and accuracy
• Utilize financial systems and data analytics tools to enhance financial reporting and forecasting capabilities

Preferred Qualifications

• Experience using financial planning tools and enterprise resource planning (ERP) systems (ex, Hyperion, SAP, Anaplan)
• Familiarity with budgeting, forecasting, and variance analysis in a large corporate environment
• Demonstrated track record in business partnering and providing strategic financial insights