financial planning analyst

Epik International

Financial Analyst Job Overview Epik International, a leading provider of domain registration and web hosting services, is seeking a meticulous and highly analytical Financial Analyst to join our dedicated team. We are committed to providing secure and reliable online solutions that simplify the process of managing online identities for a diverse clientele. This is a full-time position where the successful candidate will play a vital role in our financial planning and analysis, providing key insights that drive strategic business decisions. The salary for this position ranges from $75,000 to $120,000 USD per annum, dependent on experience. Responsibilities * Develop and maintain sophisticated financial models to support forecasting, budgeting, and long-term strategic planning. * Analyse current and past financial data and performance to identify trends and make recommendations for improvements. * Prepare comprehensive reports, dashboards, and presentations for senior management, clearly communicating financial results and insights. * Collaborate with various departments to gather information, support departmental budget management, and analyse the financial impact of business decisions. * Assist in the preparation of the annual budget and regular forecasts, ensuring accuracy and alignment with company objectives. * Monitor key performance indicators (KPIs), highlighting variances and analysing the underlying causes. * Evaluate potential investments, capital expenditures, and new business opportunities. * Contribute to the continuous improvement of financial processes and systems to enhance efficiency and accuracy. Qualifications * Bachelor’s degree in Finance, Accounting, Economics, or a related discipline. * Proven experience working as a Financial Analyst or in a similar analytical role. * Advanced proficiency in Microsoft Excel, including financial modelling, pivot tables, and complex formulae. * Exceptional analytical and problem-solving skills with a keen attention to detail. * Strong written and verbal communication skills, with the ability to present complex financial information to non-financial stakeholders. * Self-motivated with the ability to work independently and manage multiple priorities in a dynamic environment. * Professional qualification (e.g., CIMA, ACCA) or progress towards one would be highly advantageous. * Experience in the technology or web hosting industry is desirable but not essential.

Financial Analyst

Parker Management

<div>The Financial Analyst role in the FP&amp;A department works with directors and senior leadership team members to provide financial insights and recommendations that help drive company strategy and decision-making. The Financial Analyst prepares monthly financial reviews with deep dive ad hoc analytics to explain root causes for large variances. This position collaborates with department heads to plan annual budgets and perform ROI analytics on capital projects. In addition, the Financial Analyst helps maintain in-depth cash flow models used to support capital planning and strategic decision-making processes. 


ESSENTIAL DUTIES AND RESPONSIBILITIES 


Responsibilities:
<ul>
<li>Recurring analysis of both financial and operational data on an ad hoc, daily, weekly, monthly, quarterly, and annual basis</li>
<li>Continually improve the analytics process to make it more efficient and effective</li>
<li>Coordinate and work with cross-functional team members in business intelligence, finance and operations to establish and continuously improve the reporting process</li>
<li>Identify key business issues and opportunities and work efficiently and effectively towards achieving solutions</li>
<li>Assist in facilitating department level budgeting and forecast development</li>
<li>Monitor department level budget to actual performance and effectively communicate the results to finance and operations leadership</li>
<li>Identify root causes of budget to actual variances and implement effective corrective actions</li></ul> 


Knowledge, Skills, and Abilities:
<ul>
<li>Strong analytical skills</li>
<li>Ability to pay attention to details while also understanding financial impacts at a macro level</li>
<li>Advance MS Excel expertise</li>
<li>Exposure to financial, labor and other operational modeling</li>
<li>Working understanding of GAAP</li>
<li>Experience using tools such as Alteryx, Power BI and/or Vena a plus</li></ul> 


EDUCATION AND REQUIREMENTS 


Required:
<ul>
<li>Bachelor's degree in Finance, Accounting, Statistics, or other related fields in Business</li></ul> 


Preferred:
<ul>
<li>Retail, Restaurant or Convenience Store experience a plus</li>
<li>Three years of experience in a financial or operations analyst role is a plus</li>
<li>Passion for constant and continued learning</li></ul> 


PHYSICAL REQUIREMENTS
<ul>
<li>Prolonged periods sitting at a desk and working on a computer</li>
<li>Must be able to lift up to 15 pounds at times</li>
</ul>
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</div>

Parker's Kitchen

<div>The Financial Analyst role in the FP&amp;A department works with directors and senior leadership team members to provide financial insights and recommendations that help drive company strategy and decision-making. The Financial Analyst prepares monthly financial reviews with deep dive ad hoc analytics to explain root causes for large variances. This position collaborates with department heads to plan annual budgets and perform ROI analytics on capital projects. In addition, the Financial Analyst helps maintain in-depth cash flow models used to support capital planning and strategic decision-making processes. 


ESSENTIAL DUTIES AND RESPONSIBILITIES 


Responsibilities:
<ul>
<li>Recurring analysis of both financial and operational data on an ad hoc, daily, weekly, monthly, quarterly, and annual basis</li>
<li>Continually improve the analytics process to make it more efficient and effective</li>
<li>Coordinate and work with cross-functional team members in business intelligence, finance and operations to establish and continuously improve the reporting process</li>
<li>Identify key business issues and opportunities and work efficiently and effectively towards achieving solutions</li>
<li>Assist in facilitating department level budgeting and forecast development</li>
<li>Monitor department level budget to actual performance and effectively communicate the results to finance and operations leadership</li>
<li>Identify root causes of budget to actual variances and implement effective corrective actions</li></ul> 


Knowledge, Skills, and Abilities:
<ul>
<li>Strong analytical skills</li>
<li>Ability to pay attention to details while also understanding financial impacts at a macro level</li>
<li>Advance MS Excel expertise</li>
<li>Exposure to financial, labor and other operational modeling</li>
<li>Working understanding of GAAP</li>
<li>Experience using tools such as Alteryx, Power BI and/or Vena a plus</li></ul> 


EDUCATION AND REQUIREMENTS 


Required:
<ul>
<li>Bachelor's degree in Finance, Accounting, Statistics, or other related fields in Business</li></ul> 


Preferred:
<ul>
<li>Retail, Restaurant or Convenience Store experience a plus</li>
<li>Three years of experience in a financial or operations analyst role is a plus</li>
<li>Passion for constant and continued learning</li></ul> 


PHYSICAL REQUIREMENTS
<ul>
<li>Prolonged periods sitting at a desk and working on a computer</li>
<li>Must be able to lift up to 15 pounds at times</li>
</ul>Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. 
Parker&rsquo;s is an equal-opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. Parker&rsquo;s does not discriminate on the basis of disability, veteran status or any other basis protected under federal, state, or local laws.</div>

Segrera Associates

<div>
 
 Senior Financial Analyst
 
 
 
 
 
 Overview
 
 
 We are looking for an experienced Senior Financial Analyst to join a growing organization and serve as a key business partner to leadership. This individual will be responsible for financial analysis, forecasting, budgeting, reporting, and strategic decision support. The role requires a strong analytical mindset, the ability to interpret large data sets, and the confidence to provide recommendations that influence business decisions.
 
 
 This position offers the opportunity to work cross-functionally with operational and executive teams to improve financial performance, identify growth opportunities, and support long-term business objectives.
 
 
 
 
 
 Primary Responsibilities
 
 
 Financial Analysis &amp; Reporting
 
 <ul>
 <li>
 Develop and maintain financial models to support budgeting, forecasting, and long-range planning activities.
 </li>
 <li>
 Analyze business performance, financial results, and operational metrics to identify trends and improvement opportunities.
 </li>
 <li>
 Prepare recurring and ad hoc financial reports for management and executive leadership.
 </li>
 <li>
 Conduct variance analysis and provide insight into key drivers impacting performance.
 </li>
 </ul>
 
 Forecasting &amp; Planning
 
 <ul>
 <li>
 Support annual budgeting and periodic forecasting processes.
 </li>
 <li>
 Monitor financial performance against budgets and forecasts, highlighting risks and opportunities.
 </li>
 <li>
 Assist with scenario planning and sensitivity analyses to support business decision-making.
 </li>
 <li>
 Evaluate investments, expenditures, and business initiatives through financial analysis and ROI assessments.
 </li>
 </ul>
 
 Business Partnership
 
 <ul>
 <li>
 Collaborate with leaders across finance, operations, and other departments to provide financial guidance and support.
 </li>
 <li>
 Translate complex financial information into actionable recommendations for stakeholders.
 </li>
 <li>
 Support strategic initiatives by providing analytical and financial insights.
 </li>
 <li>
 Assist with special projects, operational reviews, and performance improvement initiatives.
 </li>
 </ul>
 
 Process &amp; Systems Improvement
 
 <ul>
 <li>
 Identify opportunities to improve financial reporting, planning processes, and data integrity.
 </li>
 <li>
 Help streamline workflows and reporting tools to increase efficiency and visibility.
 </li>
 <li>
 Contribute to the development of reporting dashboards and key performance indicators.
 </li>
 </ul>
 
 Qualifications
 
 <ul>
 <li>
 Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
 </li>
 <li>
 5+ years of experience in financial analysis, FP&amp;A, corporate finance, or a related field.
 </li>
 <li>
 Strong financial modeling, forecasting, and analytical skills.
 </li>
 <li>
 Advanced Excel skills and experience working with financial systems and reporting tools.
 </li>
 <li>
 Ability to communicate effectively with both financial and non-financial stakeholders.
 </li>
 <li>
 Strong organizational skills with the ability to manage multiple priorities and deadlines.
 </li>
 <li>
 Demonstrated problem-solving abilities and attention to detail.
 </li>
 <li>
 Experience presenting findings and recommendations to leadership teams.
 </li>
 </ul>
 
 Preferred Qualifications
 
 <ul>
 <li>
 MBA, CPA, CFA, or other relevant certification is a plus.
 </li>
 <li>
 Experience within a construction, manufacturing, industrial, or project-driven environment is preferred but not required.
 </li>
 <li>
 Familiarity with ERP systems, business intelligence platforms, and financial planning software.
 </li>
 </ul>
 
 What Success Looks Like
 
 <ul>
 <li>
 Delivering accurate and timely financial analysis that supports business decisions.
 </li>
 <li>
 Building meaningful partnerships with leaders throughout the organization.
 </li>
 <li>
 Improving financial visibility through reporting and forecasting enhancements.
 </li>
 <li>
 Helping drive profitability, operational efficiency, and sustainable growth through data-driven insights.
 </li>
 </ul>
 
 
</div>

Senior Financial Analyst

Emergency Physicians Professional Association

<div>Emergency Physicians Professional Association (EPPA) was founded in 1969 and is owned and governed by its participating physicians. We take pride in our culture of mutual respect and camaraderie. Our culture is the secret behind EPPA&rsquo;s attraction and successful tradition spanning over half a century. Our physician group teams more than 300 board-certified emergency physicians and advanced practice clinicians (APCs), including physician assistants and nurse practitioners, to provide expert emergency care efficiently and effectively. Our providers staff hospital emergency departments across the Twin Cities, St. Cloud, and rural Minnesota. We also own and staff our four Twin Cities Metro Urgency Room locations. 


The Senior Financial Analyst is tasked with supporting the financial planning, analysis, and reporting functions of EPPA. This role is responsible for analyzing financial data, preparing forecasts and budgets, monitoring operational performance, and providing insights to support the business. The ideal candidate combines strong analytical skills with an understanding of healthcare finance, reimbursement models, and regulatory requirements.
<ul><li>Bachelor&rsquo;s degree in Finance or Accounting, or related field</li><li>
2+ years of financial analysis experience, preferably within healthcare</li><li>
Strong financial modeling and data analysis</li><li>
Background in financial analysis, budgeting, forecasting, feasibility studies and data analysis</li><li>
Knowledge of revenue cycle and reimbursement methodologies, including Medicare, Medicaid and commercial payers</li><li>
Critical thinking, attention to detail, system analysis, time management, data interpretation, analytical, and problem-solving skills</li><li>
Proficiency with Microsoft Excel &amp; PowerPoint</li></ul>
We are seeking a detail‑oriented Senior Financial Analyst who will deepen EPPA&rsquo;s understanding of its financial performance through advanced modeling, benchmarking, and operational analysis. This role evaluates revenue streams, expense drivers, profitability trends, and key operational metrics to uncover insights that inform strategic and operational decisions. It develops and maintains financial models, dashboards, and reporting tools; conducts fee and reimbursement analyses across Medicare, Medicaid, and commercial payers; and ensures the accuracy and usability of financial data sources. The position also supports the annual budgeting process, synthesizes complex data into clear business insights, and contributes to the continuous improvement of financial systems and processes. The ideal candidate brings strong critical thinking, data interpretation skills, and a solid foundation in healthcare reimbursement methodologies.</div>

<div>The Lead Finance Analyst, Financial Planning leads key components of the financial planning process, including ownership of models, forecasts, and analytical outputs. This role serves as a primary partner to business leaders, delivering actionable insights, driving planning processes, and mentoring junior team members.
This role performs work under minimal supervision and handles complex issues and problems, referring only the most complex issues to higher-level staff.
This position reports to a Manager, Financial Planning 
Experience is Everything.
At LCS, experience is everything. We provide you the opportunity to use your talents in a progressive, growing organization that makes a positive difference in the lives of the seniors we serve. If you are seeking an organization that gives back, you&rsquo;ll love working here. Our principles and hospitality promises define our company culture. LCS employees can be found participating in volunteer activities, getting involved in our committees or collaborating with team members in our innovative workspace. You&rsquo;ll find several opportunities to grow as a professional, serve the community, and enhance the lives of seniors. 
What You&rsquo;ll Do:
<ul><li>Own end-to-end planning activities (budgeting, forecasting, and long-range planning) for assigned functions or regions
</li><li>Lead variance analysis with insights into key drivers, risks, and opportunities
</li><li>Design, build, and maintain complex financial models and forecasting tools
</li><li>Develop scenario analyses to support strategic and operational decision-making
</li><li>Partner directly with business leaders to align financial plans with operational strategies
</li><li>Drive development of KPIs, benchmarks, and performance dashboards
</li><li>Lead preparation of executive-level presentations and reporting
</li><li>Identify and implement process improvements across planning cycles and systems
</li><li>Mentor and provide guidance to analysts and senior analysts
</li><li>Support system enhancements and data integrity initiatives
</li><li>Perform other duties and responsibilities as assigned 
</li></ul>What We&rsquo;re Looking For:
<ul><li>Required qualifications
<ul><li>Bachelor&rsquo;s degree in Finance, Accounting, Analytics, Economics, or related field; or equivalent years of experience
</li><li>4&ndash;6 years of relevant FP&amp;A or business finance experience
</li><li>Advanced modeling, analytical, and problem-solving skills
</li><li>Strong understanding of business drivers and financial performance management
</li><li>Experience working with planning systems, BI tools, and data environments
</li><li>Proven ability to influence stakeholders and communicate with leadership
</li><li>Ability to manage multiple priorities and lead initiatives
</li>Possesses comprehensive knowledge of subject matter. 
<li>
</li></ul></li></ul>Why Join Us?
Industry Leader.
Inclusive &amp; collaborative culture.
Top Workplace USA.
Top Workplace Iowa.
Charity and community involvement.
Outstanding advancement opportunities.
Ongoing career development. 
Benefits
Competitive pay, great benefits and vacation time. We are an equal opportunity employer with benefits including medical, dental, life insurance, disability, 401(K) with company match and paid parental leave. 
Our Commitment
LCS creates living experiences that enhance the lives of seniors. You&rsquo;ll see this commitment in our people. They&rsquo;re talented, dedicated professionals who truly care about residents, with each conducting his or her work with integrity, honesty and transparency according to the principles of LCS. We strive to help every community succeed&mdash;strengthening available resources, establishing proven practices that lead to long-term growth and value for those living in, working for and affiliated with the community. Check us out on our website: https://www.lcsliving.com 
 
Additional Information
Travel frequency: 0-10%
Estimated Salary: $85,000 - $106,000
The actual title &amp; salary will carefully consider a wide range of factors, including your skills, qualifications, experience, and other relevant factors. 
A POST-OFFER BACKGROUND CHECK, INCLUDING REFERENCES IS REQUIRED.
LCS IS AN EQUAL OPPORTUNITY EMPLOYER.</div>

Lead Finance Analyst, Financial Planning

HealthPoint (Washington)

<div>Salary Range: $88,570.00 to $142,600.00 USD

Would you like to have a career that makes a daily difference in people&rsquo;s lives? Do you want to be part of a caring, respectful, diverse community? If you answered yes to these questions, keep reading!

HealthPoint is a community-based, community-supported and community-governed network of non-profit health centers dedicated to providing expert, high-quality care to all who need it, regardless of circumstances. Founded in 1971, we believe that the quality of your health care should not depend on how much money you make, what language you speak or what your health is, because everyone deserves great care.

Position Summary:

The Senior Financial Analyst serves as key financial partner by supporting current and strategic financial planning and providing financial and business acumen to a growing organization. The Senior Financial Analyst helps operational and senior leaders make informed financial decisions, provide insights into business operations performance, and drive cost structure and allocation improvements. Working closely with operational and financial leaders, the Senior Financial Analyst will help assess the impact of financial decisions, with special emphasis on the financial outcome of grant funded programs. They will guide key financial planning and analysis processes, including the financial elements of annual federal regulatory reporting.

Compensation is dependent on skills and experience.

Your contribution to the team includes:
<ul><li>Coordinate the process and contribute to preparing the annual budget and quarterly forecasts in conjunction with the team of financial analysts.</li>
<li>Analyze financial statements, including revenue and expense, balance sheet, and cash flow statements for operating units and the organization.</li>
<li>Identify financial trends, opportunities, and areas for improvement through analysis and modeling.</li>
<li>Compile and analyze pre-award grant budgets and analyze budget to actual results with fund development, program stakeholders, and the grants management team.</li>
<li>Communicate through written narratives, visualizations, and conversation financial results to internal stakeholders, including senior leaders.</li>
<li>Compile, interpret, and prepare data and analyses from a variety of data sources to present results and recommendations to senior leaders.</li>
<li>Prepare ad hoc financial models incorporating a variety of data sources from disparate systems.</li>
<li>Coordinate and prepare financial reporting components of annual regulatory reports to the Health Care Authority and Centers for Medicare and Medicaid Services.</li>
<li>Administer the financial planning and analysis system and related internal controls.</li>
<li>Maintain good attendance, is punctual and works full scheduled shift is a condition of employment.</li>
<li>Demonstrate respectful, professional and appropriate behavior that supports a team-oriented work environment.</li>
<li>Demonstrate a commitment to the mission, core values and goals of HealthPoint and its healthcare delivery including the ability to integrate values of justice, respect, compassion, excellence and stewardship into appropriate programs and services.</li>
<li>Support developing a treasury management within the financial planning and analysis team.</li>
<li>Support the implementation and maintenance of a new financial planning and analysis system, including supporting stakeholder adoption and use.</li>
<li>Support the process to renew the organization&rsquo;s annual risk management policies.</li>
<li>Attend staff meetings, in-service meetings and participate in agency committees and task force activities as required.</li>
<li>Other duties as assigned by supervisor.</li>
</ul>
Must have&rsquo;s you&rsquo;ll need to be successful:
<ul>
<li>Bachelor&rsquo;s degree in Accounting or Finance, four (4) to six (6) years of relevant experience in financial analysis and budgeting, and two (2) years of experience working with grants or government contracts, or equivalent combination of education and experience. OR</li>
<li>Master&rsquo;s Degree in Finance, Accounting, Economics, or analytical field such as Statistics, Mathematics, or Data Science a plus. Two plus (2+) years&rsquo; experience working in a structured program such as public accounting in audit or consulting beneficial, as well as not-for-profit and healthcare industry experience.</li>
<li>Demonstrated operating knowledge of financial planning systems and strong understanding of Generally Accepted Accounting Principles (GAAP), management accounting, economic concepts, and financial analyses required.</li>
<li>Ability to read, analyze, and interpret common industry related journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write reports and articles for publication that conforms to prescribed style and format. Ability to effectively present information to top management, clients, external groups, and/or boards of directors.</li>
<li>The ability to define problems, collects data, establishes facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instruction. Constructive thinking and alternative short-to long term solutions must be considered. Action plans must be developed and implemented.</li>
<li>Knowledge of computer equipment and Microsoft suite required. Advanced knowledge in Excel and strong proficiency factoring and analyzing data from disparate systems.</li>
<li>CPA, CFA, or CGMA certification not required but highly desirable.</li>
</ul>
Proof of vaccination for COVID-19 is required, prior to start. HealthPoint does not accept the Johnson &amp; Johnson COVID-19 vaccine as proof of vaccination. If you have received the Johnson &amp; Johnson vaccine, we ask that you provide documentation demonstrating proof of an alternate COVID vaccine or vaccine series. All new employees are also required to show proof of immunizations and/or immunity to MMR (measles, mumps, rubella), Varicella, annual Influenza and TB QuantiFERON Gold Titer. Additionally, if you work in a HealthPoint clinic, Tdap (within last 10 years) is required. Hepatitis B. is required for clinical employees with potential exposure to blood/blood products. All immunizations are a condition of employment. Upon hire, employees must provide proof of their immunizations and/or immune titer results prior to starting or no later than their fifth (5) business day of employment.

Where to gather your records:
<ul><li>If you are providing immunizations from an electronic health record, please ensure that you obtain a copy of your full records rather than a screenshot. Each page of your records should include your first and last name, date of birth, and the name of the health system from which the records are pulled.</li>
<li>If records do not show any data, please seek guidance from your provider for further assistance.</li>
<li>If you are unable to provide proof as noted above, you can choose to have a lab titer drawn to check immunity or to be re-vaccinated. If you receive vaccination(s) or lab titers, you may obtain them through HealthPoint at no cost to you. This is a great opportunity to get your immunization record up to date at no additional expense.</li>
</ul>
HealthPoint is committed to offering all employees a competitive compensation package, including benefits and several other perks.
<ul><li>Medical, Dental, and Vision for employees and their families/dependents</li>
<li>HSA, FSA plans</li>
<li>Life Insurance, AD&amp;D and Disability Coverage</li>
<li>Employee Assistance Program</li>
<li>Wellness Program</li>
<li>PTO Plan for full-time benefited and part-time benefited employees. 0-.99 years of service accrual of 5.23 hours per pay period. (pro-rated accruals for part-time benefited employees)</li>
<li>Extended Illness Time Away of 40 hours (pro-rated for part-time benefited employees)</li>
<li>8 holidays and 3 floating holidays</li>
<li>Compassion Time Away up to 40 hours</li>
<li>Opportunity Time Off (extended time off for staff to invest in themselves) up to 8 weeks</li>
<li>Retirement Plan with Employer Match</li>
<li>Voluntary plans at a discount, such as life insurance, critical illness and accident insurance, identity theft insurance, and pet insurance.</li>
<li>Development and Growth Opportunities</li>
</ul>
To learn more about HealthPoint, go to www.healthpointchc.org (http://www.healthpointchc.org)! #practiceyourpassion

It is the policy of HealthPoint to afford equal opportunity for employment to all individuals regardless of race, color, religion, sex (including pregnancy), age, national origin, marital status, military status, sexual orientation, because of sensory, physical, or mental disability, genetic information, gender identity or any other factor protected by local, state or federal law, and to prohibit harassment or retaliation based on any of these factors.
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</div>

Search 10000+ Financial planning analyst jobs near you this July. New roles added regularly across leading industries. Apply today.

10000 financial planning analyst jobs Near Me

Financial Analyst

Financial Analyst

Financial Analyst

Senior Financial Analyst

Senior Financial Analyst

Lead Finance Analyst, Financial Planning

Senior Financial Analyst