financial planning analyst

Kamehameha Schools

<div><p><b>Job Posting Title
</b></p>Senior Financial Planning Analyst
<p></p><p><b>Employee Type
</b></p>Regular
<p></p><p><b>Recruiting Start Date
</b></p>05-29-2026
<p></p><p><b>Job Exempt?
</b></p>Yes
<p></p><p><b>Recruiting End Date
</b></p>Open Until Filled
<p></p><p>Aloha mai! Mahalo for your interest in Kamehameha Schools. If you are looking for an opportunity to utilize your skills and talents and grow in your profession, while serving and strengthening our Native Hawaiian community, we would love to have you join our ʻohana!
</p><p></p><p><b>Job Summary
</b></p><p></p><p>Develops KS&rsquo; consolidated short, medium, and long-term financial planning models, projections, and analyses. Consults with operating units that have organization-wide impact to better integrate planning activities with resource allocation and budgeting. Provides financial analysis and support for strategic planning initiatives through the annual budget process.
</p><p></p><p><b>Essential Responsibilities
</b></p><p></p><p><b>Financial Planning and Analysis
</b></p><ul><li>Identifies financial planning requirements and develops KS&rsquo; consolidated short, medium, and long-term financial planning models, projections, and analyses strategies.
</li><li>Directs, prepares and/or reviews the development of financial forecasts and models.
</li><li>Establish appropriate benchmarks for KS&rsquo; activities to support management review and decision-making.
</li><li>Provides trend analyses for long- and short-range planning through review of historical data and current economic indicators.
</li><li>Reviews statistical and financial methods for analyzing data, focusing on efficient cost-benefit results. Establishes and documents methodologies of analysis.
</li></ul><p></p><p><b>Budgeting
</b></p><ul><li>Directs the annual budget preparation process, to include reviewing, analyzing and evaluating proposed initiative and operational plans, budgets, and providing operating unit support and training.
</li><li>Prepares executive summary reports of the organization&rsquo;s consolidated budget for senior management and trustees, and supports CEO and Trustee review and presentations.
</li><li>Works with and supports operating units with organization-wide impact to better integrate KS-wide planning activities with operational budgeting.
</li><li>Develops alternatives and amendments relative to fiscal and budget aspects of business plans.
</li></ul><p></p><p><b>Strategic Planning
</b></p><ul><li>Provides financial analysis and support for strategic planning initiatives via leadership, ad-hoc and/or special project groups.
</li><li>Works with and supports the leadership to ensure integration of appropriate financial information (e.g., projected, budgeted, actual, etc.) with strategic plans and initiatives.
</li></ul><p></p><p><b>Management Reporting
</b></p><ul><li>May lead and/or support operations of the Division, to include but not limited to annual cost per learner calculations, Impact Model, Long-Range Planning, and Annual Budget Presentation.
</li><li>Serves as a project lead on particular efforts of the Functional System and Financial Analysts.
</li><li>Identifies and leads change management efforts for improved management reporting.
</li></ul><p></p><p><b>Position Requirements
</b></p><p></p><p><b>Minimum Qualifications </b><b>- </b>an equivalent combination of education and experience may substitute for the qualifications listed.
</p><ul><li>Bachelor's Degree in Business or a related field.
</li><li>Minimum seven years experience in public accounting and/or progressive strategic planning, financial forecasting and analysis and/or senior management work responsibilities.
</li><li>Strategic planning and budgeting experience, including ability to facilitate strategic planning activities, synthesize results and integrate strategic plans with operational budgets.
</li><li>Strong communication (verbal and written) and interpersonal skills to work effectively with management and staff at various levels in the organization as part of a technical team.
</li><li>Demonstrated ability to develop and prepare financial forecasts and analyses.
</li><li>Demonstrated ability to build complex financial models and excellent understanding of financial modeling concepts.
</li><li>Demonstrated ability to analyze, reconcile and synthesize financial information and prepare final reports and analyses for senior management within prescribed time parameters and deadlines.
</li><li>Ability to analyze and conceptualize, and to work independently with a high degree of accuracy and with highly confidential information.
</li><li>Excellent organizational skills to prioritize and handle complex, multiple, simultaneous projects and job responsibilities.
</li><li>Self-directed with ability to exercise independent judgment and discretion. Ability to take broad directions and accomplish a broad range of tasks without the necessity for detailed directions.
</li><li>Demonstrated ability to remain flexible in a demanding work environment and to adapt to a rapidly changing environment.
</li><li>Advanced information technology skills, to include Excel, databases, PowerPoint, and other software applications. Experience with ERP systems, report creation and data mining activities.
</li><li>Knowledge of processes and internal controls in a business environment and experience with business process re-engineering and change management projects. Ability to implement a change management program.
</li><li>Supervisory experience and/or training.
</li></ul><p></p><p><b>Preferred Qualifications
</b></p><ul><li>Good understanding of KS organizational structure, processes and operations.
</li><li>Previous experience with educational institution or large, non-profit institution.
</li></ul><p></p><p><b>Physical and Mental Requirements
</b></p><ul><li>Frequently sits, performs desk-based computer tasks and tasks requiring light or fine manual dexterity.
</li><li>Ability to lift, move, position, and/or transport 10 pounds.
</li><li>Rarely twist, bend, stoop, squat, kneel, crawl, climb, reach or work above shoulder, or grasp forcefully.
</li></ul><p></p><p><b>Working Conditions (including environmental conditions)
</b></p><ul><li>This position may involve traveling to various locations, including neighbor islands to conduct business.
</li><li>Work is conducted in an office/school environment and may require work to be conducted in non-standard workplaces.
</li><li>Work is typically conducted Monday through Friday at normal business hours, but evenings and weekend hours may be required to meet goals and objectives.
</li></ul><p></p><p><b>Disclaimer: </b><i>The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job. This is not intended to be an exhaustive list of all the responsibilities, duties and skills required. The incumbent may be expected to perform other duties as assigned.
</i></p><p></p><p><i>For Internal Use Only #LI-CAR
</i></p><p></p><p>Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at hr@ksbe.edu or 808-534-8040 if you require a reasonable accommodation to apply for a job or to perform your job. <i>Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
</i></p><p></p><p><i>KS does not accept unauthorized solicitations of candidate referrals from third-party vendors (i.e. Staffing Agencies, Executive Recruitment Firms). Any third-party vendor who has interest in supporting KS's recruiting efforts must be authorized by Human Resources prior to the vendor&rsquo;s candidate applying with KS.
</i></p><p></p><p><b>Work Year
</b></p>12
<p></p><p><b>Pay Range
</b></p>100,600.00 - 143,400.00 Annual
<p></p><p><b>Compensation and Benefits
</b></p>Based on the compensation range provided below, salaries are commensurate with job-related experience, skills and competencies, education, internal equity, length of work year, and other organizational needs.
<p></p><p>At Kamehameha Schools (KS), we recognize that compensation is just one facet of a fulfilling employment experience. Our commitment lies in fostering a positive work environment and equipping employees with the necessary resources to excel every day. Our Total Rewards Program embodies KS's dedication to the physical, mental, and financial well-being of our employee ʻohana. Explore our comprehensive Benefits Summary for more information.
</p><p></p><p><b>Primary Location
</b></p>Kawaiahao Plaza
<p></p><p><b>City, State
</b></p>Honolulu, Hawaii
<p></p><p><b>Additional Locations</b></p></div><p></p>

Senior Financial Planning Analyst

The University of Michigan

<p></p><div><div><div><h2 class="jobSectionHeader"><b>How to Apply</b></h2><p>
A cover letter and resume are important submissions for the hiring team to get a sense of your experience. In the cover letter, in one page or less, please let us know how this role aligns with your career aspirations and skills. Submit both a cover letter and resume as one file.</p><p></p><p><br>
Competitive salary available based on qualifications, experience and education of the selected candidate.</p><h2 class="jobSectionHeader"><b>
Who We Are</b></h2><p>
ITS empowers U-M faculty, researchers, staff, and students through innovative technology solutions that support teaching, learning, research, and work. We are committed to delivering cohesive digital experiences and enabling university-wide transformation by:</p><ul><li>
Elevating the customer experience through proactive, responsive, and high-quality service</li><li>
Ensuring IT security and privacy while fostering innovation in an open academic environment</li><li>
Enabling data-informed decision-making across the institution</li><li>
Delivering intuitive and scalable research computing solutions</li><li>
Building a world-class, reliable, and forward-looking technology infrastructure</li></ul><p>
We value professionals who are proactive, adaptable, and collaborative-individuals who can navigate ambiguity, move with urgency, and contribute to both team success and long-term strategic initiatives.</p><h2 class="jobSectionHeader"><b>
Job Summary</b></h2><p>
Information and Technology Services (ITS) at the University of Michigan-Ann Arbor is seeking a <b>Budget and Financial Planning Analyst</b> to join the ITS Finance team. ITS supports the university's academic, research, and administrative missions by delivering secure, innovative, and reliable technology services across Ann Arbor, Michigan Medicine, and the Flint and Dearborn campuses.</p><p>
We are looking for a highly adaptable, customer-focused financial professional who is skilled in building and managing budgets, developing forecasts, and partnering with department leaders to support sound financial decision-making. This role requires strong Excel skills, a collaborative mindset, and the ability to guide non-financial stakeholders through budget planning, actuals review, forecast changes, and financial tradeoff decisions.</p><p>
This position is well-suited for someone who thrives in a fast-paced, rapidly evolving environment and enjoys working directly with customers, building practical budget tools, explaining financial information clearly, and helping leaders manage resources responsibly in a nonprofit or higher education environment.</p><p>
Key responsibilities include:</p><ul><li>
Serve as the primary finance partner for ITS general fund units, including budget development, forecasting, variance review, and financial guidance; provide supplemental support for other funding sources as needed (e.g., designated/recharge/auxiliary, grants).</li><li>
Build, maintain, and update Excel-based budgets and forecasts in partnership with department customers.</li><li>
Review actual financial activity against budget, identify changes or concerns, and recommend forecast adjustments.</li><li>
Help non-financial leaders understand budget status, cost drivers, funding constraints, and available options.</li><li>
Partnering with business units to understand customer needs and align financial strategies accordingly.</li></ul><p>
This position reports directly to the Director of Finance and Human Resources.</p><h2 class="jobSectionHeader"><b>
Responsibilities*</b></h2><ul><li>
Serve as a trusted finance partner to the Finance Director, ITS leaders, and department customers by providing budget guidance, financial stewardship, and practical recommendations.</li><li>
Build, maintain, and manage annual budgets and multi-year forecasts using Excel and university financial systems.</li><li>
Work directly with assigned departments to understand business needs, funding sources, planned spending, staffing assumptions, service needs, and financial risks.</li><li>
Monitor actual revenue and expense activity against budget and forecast; identify variances, explain drivers, and recommend timely adjustments.</li><li>
Update forecasts throughout the year as actuals come in, priorities shift, or new financial information becomes available.</li><li>
Guide non-financial stakeholders through budget planning, financial results, spending decisions, and tradeoff discussions using clear, accessible language.</li><li>
Demonstrate a high customer-service approach by supporting departmental stakeholders with responsive guidance, clear communication, and appropriate expectation-setting to ensure excellent service and strong financial stewardship.</li><li>
Participate in annual budgeting and forecasting processes, including development of budget assumptions, review of planned expenses, risk/opportunity identification, and alignment with available funding.</li><li>
Partner with ITS leaders to develop business cases for initiatives, investments, staffing changes, service needs, and operational changes.</li><li>
Strengthen financial stewardship through accurate transaction review, reconciliations, internal controls, and audit-ready documentation; resolve discrepancies and ensure timely corrections.</li><li>
Interpret and apply university financial policies and guidelines; advise teams on compliant, practical, and efficient financial processes.</li><li>
Identify, quantify, and track efficiency opportunities, including process improvements, vendor/license optimization, cost management, and improved use of available resources.</li><li>
Collaborate across ITS to improve budget accuracy, forecasting reliability, financial processes, and customer understanding of financial responsibilities.</li><li>
Lead or contribute to cross-functional projects, aligning financial recommendations with ITS strategy, customer needs, and organizational priorities.</li><li>
Apply big-picture thinking to connect budget decisions with broader ITS strategies, service commitments, and customer needs.</li></ul><h2 class="jobSectionHeader"><b>
Required Qualifications*</b></h2><ul><li>
Bachelor's degree in Business Administration, Finance, or a related field with a strong foundation in accounting and financial principles</li><li>
Five (5) or more years of progressive experience in financial analysis, accounting, budgeting, and forecasting (including fund accounting or similar experience)</li><li>
Demonstrated experience building and maintaining financial budgets, forecasts, or financial models in Excel.</li><li>
Strong interpersonal skills with the ability to collaborate effectively across diverse teams and build trusted working relationships with department customers.</li><li>
Excellent verbal and written communication skills, including the ability to explain financial information clearly to non-financial audiences.</li><li>
High level of comfort with technology, including financial systems, spreadsheets, and collaboration platforms</li><li>
Demonstrated ability to:<ul><li>
Work successfully in a fast-paced, dynamic environment with shifting priorities.</li><li>
Build practical, accurate, and user-friendly Excel budget models and financial tools.</li><li>
Manage budgets in partnership with department leaders and adjust forecasts as actual financial activity changes.</li><li>
Provide thoughtful financial guidance that supports operational and long-term decision-making.</li><li>
Deliver exceptional customer service and build strong stakeholder relationships.</li><li>
Understand business needs and translate them into actionable financial recommendations.</li><li>
Communicate complex financial concepts in a clear, approachable, and service-oriented manner.</li><li>
Work effectively as part of a team while maintaining accountability for individual contributions.</li></ul></li></ul><h2 class="jobSectionHeader"><b>
Desired Qualifications*</b></h2><ul><li>
Master's degree in Business Administration, Finance, or a related field.</li><li>
Experience working in a nonprofit, higher education, government, healthcare, or similarly complex mission-driven environment.</li><li>
Experience with ERP systems and financial reporting tools, particularly familiarity with University of Michigan systems and policies.</li><li>
Experience supporting budget owners, department leaders, or non-financial managers with budget development, forecast updates, and financial decision-making.</li><li>
Advanced Excel skills, including building budget workbooks, maintaining formulas, organizing assumptions, reconciling data, and presenting financial information in a clear and usable format.</li><li>
Knowledge of fund accounting principles and familiarity with Federal Uniform Guidance requirements.</li></ul><h2 class="jobSectionHeader"><b>
Modes of Work</b></h2><p>
Positions that are eligible for hybrid or mobile/remote work mode are at the discretion of the hiring department. Work agreements are reviewed annually at a minimum and are subject to change at any time, and for any reason, throughout the course of employment. Learn more about the work modes.</p><h2 class="jobSectionHeader"><b>
Additional Information</b></h2><p><b>
Benefits at the University of Michigan</b></p><p></p><p><br>
In addition to a career filled with purpose and opportunity, The University of Michigan offers a comprehensive benefits package to help you stay well, protect yourself and your family and plan for a secure future. Benefits include:</p><ul><li>
Generous time off</li><li>
A retirement plan that provides two-for-one matching contributions with immediate vesting</li><li>
Many choices for comprehensive health insurance</li><li>
Life insurance</li><li>
Long-term disability coverage</li><li>
Flexible spending accounts for healthcare and dependent care expenses</li><li>
Dental and Vision Insurance</li><li>
Parental and Maternity Leave</li></ul><h2 class="jobSectionHeader"><b>
U-M EEO Statement</b></h2><p>
The University of Michigan is an equal employment opportunity employer.</p></div></div></div><p></p>
<br><div><div><h3 class="jobSectionHeader"><b>Job Opening ID</b></h3>
<div><p>278312</p>
</div></div><div><h3 class="jobSectionHeader"><b>Working Title</b></h3>
<div><p>Budget and Financial Planning Analyst Senior</p>
</div></div><div><h3 class="jobSectionHeader"><b>Job Title</b></h3>
<div><p>Financial or Bus Analyst Sr</p>
</div></div><div><h3 class="jobSectionHeader"><b>Work Location</b></h3>
<div><p>Ann Arbor Campus</p>
</div></div><p>Ann Arbor, MI</p>
<div><h3 class="jobSectionHeader"><b>Modes of Work</b></h3>
<div><p>Hybrid
</p></div></div><div><h3 class="jobSectionHeader"><b>Full/Part Time</b></h3>
<div><p>Full-Time</p>
</div></div><div><h3 class="jobSectionHeader"><b>Regular/Temporary</b></h3>
<div><p>Regular</p>
</div></div><div><h3 class="jobSectionHeader"><b>FLSA Status</b></h3>
<div><p>Exempt</p>
</div></div><div><h3 class="jobSectionHeader"><b>Organizational Group</b></h3>
<div><p>Its Admin</p>
</div></div><div><h3 class="jobSectionHeader"><b>Department</b></h3>
<div><p>ITS Admin Finance</p>
</div></div><div><h3 class="jobSectionHeader"><b>Posting Begin/End Date</b></h3>
<div><p>6/01/2026 - 6/15/2026</p>
</div></div><div><h3 class="jobSectionHeader"><b>Salary</b></h3>
<div><p>$84,000.00 - $95,000.00</p>
</div></div><div><h3 class="jobSectionHeader"><b>Career Interest</b></h3>
<div><p>Finance</p></div></div></div>

Budget and Financial Planning Analyst Senior

Kforce Inc

<div>
 <strong>
  Responsibilities
  <br/>
  <br/>
 </strong>
 Kforce has a client that is seeking a Financial Analyst in Palm Beach Gardens, FL. Essential Responsibilities:
 <br/>
 <br/>
 <ul>
  <li>
   Financial Analyst will provide support for financial analysts resolving impediments or issues that arise
  </li>
  <li>
   Develop, review and consolidate financial models and forecasts to support strategic planning and decision-making processes for finance manager to review
  </li>
  <li>
   Monitor and analyze actual expenditures against budgeted figures, identifying variances and recommending corrective actions for management intra-month
  </li>
  <li>
   Analyze financial performance and provide insights, identifying trends, variances, and opportunities for improvement for finance manager to review
  </li>
  <li>
   As a Financial Analyst, you will be responsible for managing financials for critical projects outside of the financial analyst responsibilities as defined by leadership
  </li>
  <li>
   Ensure compliance with accounting standards, regulatory requirements, and company policies
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Requirements
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree in Finance, Accounting, Business Administration, or a related field
  </li>
  <li>
   Proven experience in budget analysis, financial planning, or a related role
  </li>
  <li>
   Familiarity with IT infrastructure, software development, and technology project management is a plus
  </li>
  <li>
   Strong analytical and quantitative skills
  </li>
  <li>
   Excellent communication and interpersonal skills
  </li>
  <li>
   Proficiency in financial analysis tools and software
  </li>
  <li>
   Knowledge of relevant financial regulations and compliance standards
  </li>
  <li>
   SAP/BOBJ reporting knowledge is a plus
   <br/>
   <br/>
  </li>
 </ul>
 The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.
 <br/>
 <br/>
 We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability &amp; ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.
 <br/>
 <br/>
 Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.
 <br/>
 <br/>
 This job is not eligible for bonuses, incentives or commissions.
 <br/>
 <br/>
 Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
 <br/>
 <br/>
 By clicking &ldquo;Apply Today&rdquo; you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.
</div>


Financial Analyst

Mindtree Ltd building

<p>Mindtree Ltd is seeking a highly analytical and detail-oriented Financial Analyst to join our Dubai team. The ideal candidate will play a pivotal role in financial planning, budgeting, forecasting, and strategic decision-making. This role requires a strong grasp of financial data, excellent problem-solving skills, and the ability to communicate insights effectively to stakeholders.</p><p>Responsibilities:</p><p>Collaborate with cross-functional teams to evaluate financial implications of strategic initiatives.</p><p>Support management in preparing presentations for senior leadership and stakeholders.</p><p>Ensure compliance with accounting standards, corporate policies, and local regulations.</p><p>Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.</p><p>Assist in budgeting, forecasting, and long-term financial planning.</p><p>Conduct variance analysis and provide actionable insights to support business decisions.</p><p>Monitor financial performance against KPIs and suggest corrective actions.</p><p>Qualifications:</p><p>Excellent analytical, problem-solving, and critical-thinking skills.</p><p>Strong communication and presentation skills with the ability to explain complex financial data clearly.</p><p>Ability to work independently and as part of a team in a fast-paced environment.</p><p>Bachelor&rsquo;s degree in Finance, Accounting, Economics, or related field; MBA or CFA is a plus.</p><p>Minimum 2&ndash;4 years of experience as a Financial Analyst or similar role.</p><p>Strong knowledge of financial modeling, forecasting, and data analysis.</p><p>Proficiency in Excel, financial software (SAP, Oracle, or equivalent), and business intelligence tools.</p><p>Why Join Mindtree Ltd in Dubai:</p><p>Competitive salary and performance-based incentives.</p><p>Opportunity to work in a world-class, collaborative environment.</p><p>Exposure to international projects and global clients.</p><p>Professional growth and continuous learning opportunities.</p><p>Vibrant, multicultural workplace in the heart of Dubai.</p><p>Pay: AED6,000.00 - AED8,000.00 per month</p><p>Work Location: In person</p>

Hoxton Circle

<div><p><b>Senior Financial Analyst, FP&amp;A | Mineola, NY | $96,000-$115,000</b></p><p>
We're partnering with a well-established insurance company, on the search for a Senior Financial Analyst to join their growing Finance team.</p><p>
This is an opportunity to step into a highly visible role where you'll work closely with leadership, influence key business decisions, and help shape the financial planning process across the organization.
</p><p>If you're looking for a position that offers ownership, exposure to senior stakeholders, and the chance to make an impact beyond the numbers, this could be an excellent next step.</p><p><b>
What you'll be doing:</b></p><ul><li>
Own budgeting, forecasting, and financial planning activities
</li><li>Partner with business leaders to support strategic initiatives and decision making
</li><li>Prepare reporting packages and provide insights on financial performance
</li><li>Analyze trends, risks, and opportunities while translating financial results into actionable recommendations for leadership</li><li>
Develop and improve reporting, dashboards, and planning tools</li><li>
Collaborate closely with Accounting and Financial teams to drive process improvements</li><li>
Serve as a trusted business partner, helping leaders understand financial performance and future implications</li></ul><p><b>
What we're looking for:</b></p><ul><li>
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field</li><li>
4-7 years of experience in FP&amp;A, corporate finance, or accounting</li><li>
Advanced Excel modeling skills</li><li>
Experience with budgeting, forecasting, and financial reporting</li><li>
Ability to communicate financial insights to both finance and non-finance stakeholders</li><li>
Financial services or insurance experience is a plus</li></ul></div>

Senior Financial Analyst

TEEMA

<div><p><b>Senior Financial Analyst (Data &amp; Workforce Planning Focus)</b></p><p>
We are seeking a highly analytical and business-minded Senior Financial Analyst to support strategic decision-making through advanced modeling, forecasting, and performance analysis. This role plays a critical part in translating complex financial and operational data into actionable insights that drive efficiency, planning, and growth.</p><p>
In this position, you will develop and maintain sophisticated data models to forecast workload, staffing needs, and financial performance. You will analyze trends, volumes, and key performance indicators to guide operational decisions and support leadership with clear, data-driven recommendations. This role also partners cross-functionally to define KPIs, gather data, and enhance reporting capabilities across the organization.</p><p><b>
Key Responsibilities:</b></p><ul><li><p>
Build and maintain complex financial and operational models</p></li><li><p>
Analyze trends, volumes, and performance metrics to support decision-making</p></li><li><p>
Conduct scenario planning and &ldquo;what-if&rdquo; analyses to drive process improvements</p></li><li><p>
Prepare financial reports, variance analyses, and month-end summaries</p></li><li><p>
Forecast staffing levels and salary budgets using workload models</p></li><li><p>
Collaborate with internal teams to define KPIs and collect performance data</p></li><li><p>
Present insights and recommendations to leadership</p></li><li><p>
Ensure documentation accuracy and compliance with internal standards</p></li><li><p>
Perform recurring and ad hoc analyses across weekly, monthly, and annual cycles</p></li></ul><p><b>
Qualifications:</b></p><ul><li><p>
Must be a US Citizen</p></li><li><p>
Bachelor&rsquo;s degree in Finance, Accounting, or related field</p></li><li><p>
5+ years of experience in financial analysis, data modeling, and forecasting</p></li><li><p>
Advanced Excel skills; proficient in Word and PowerPoint</p></li><li><p>
Strong experience building reports and delivering presentations</p></li></ul><p><b>
Preferred:</b></p><ul><li><p>
6+ years in financial analysis roles</p></li><li><p>
Experience with PeopleSoft, nVision, and Query tools</p></li><li><p>
Ability to manage large data sets and high-volume reporting environments</p></li></ul><p>
This is an excellent opportunity for a data-driven finance professional who thrives in a collaborative environment and enjoys turning complex data into strategic impact.</p>
#Workwolf</div>

Senior Financial Analyst (Data & Workforce Planning Focus)

<div><h1 class="jobSectionHeader"><b>Financial Analyst / Investment Operations Analyst</b></h1>
<h2 class="jobSectionHeader"><b>Position Overview</b></h2>
<p>M2W, Inc. is seeking a detail-oriented and analytical Financial Analyst to join our growing team. This role is responsible for delivering financial support and insights that help the organization achieve both its short- and long-term goals. The Financial Analyst will focus on the preparation, analysis, and reporting of key financial and operational metrics, enabling data-driven decision-making across the company.</p>
<p>Working closely with leadership and cross-functional teams, the Financial Analyst will provide high-quality data, analysis, and strategic insights that support company-wide initiatives. The ideal candidate is self-motivated, highly organized, and thrives in a fast-paced environment while maintaining a strong commitment to accuracy, deadlines, and results.</p>
<p>This position reports directly to company leadership.</p>
<h2 class="jobSectionHeader"><b>Responsibilities</b></h2>
<h3 class="jobSectionHeader"><b>Monthly Financial Reporting</b></h3>
<ul><li>Lead the monthly financial reporting process by coordinating with department leaders to gather, consolidate, and analyze financial data.</li><li>
Prepare management reports and dashboards to support executive decision-making.</li></ul>
<h3 class="jobSectionHeader"><b>Budgeting &amp; Forecasting</b></h3>
<ul><li>Support the development of annual budgets, rolling forecasts, and long-term financial plans.</li><li>
Monitor spending and provide recommendations to improve financial performance.</li></ul>
<h3 class="jobSectionHeader"><b>Financial Analysis</b></h3>
<ul><li>Conduct variance analyses comparing actual results against budgets and forecasts.</li><li>
Identify key business drivers, trends, risks, and opportunities.</li></ul>
<h3 class="jobSectionHeader"><b>Strategic Support</b></h3>
<ul><li>Evaluate proposed business initiatives, operational changes, and growth opportunities to assess financial impact.</li><li>
Develop financial models and business cases to support strategic planning.</li></ul>
<h3 class="jobSectionHeader"><b>Performance Monitoring</b></h3>
<ul><li>Analyze key performance indicators (KPIs) and operational metrics.</li><li>
Provide actionable insights to support business objectives and profitability.</li></ul>
<h3 class="jobSectionHeader"><b>Executive Reporting</b></h3>
<ul><li>Create clear, concise, and impactful presentations for leadership.</li><li>
Communicate financial findings and recommendations to stakeholders.</li></ul>
<h3 class="jobSectionHeader"><b>Process Improvement</b></h3>
<ul><li>Identify opportunities to improve financial reporting processes, automation, and operational efficiencies.</li><li>
Support system enhancements and data integrity initiatives.</li></ul>
<h3 class="jobSectionHeader"><b>Ad-Hoc Projects</b></h3>
<ul><li>Perform special analyses and projects as assigned to support company growth and operational excellence.</li></ul>
<h2 class="jobSectionHeader"><b>Compensation</b></h2>
<p><b>Pay Range:</b> $80,000 &ndash; $90,000 annually, based on experience, plus bonus potential.</p>
<h2 class="jobSectionHeader"><b>Qualifications</b></h2>
<ul><li>Experience supporting annual budgeting, forecasting, and financial planning activities.</li><li>
Strong financial reporting, variance analysis, and analytical skills.</li><li>
Excellent written and verbal communication skills.</li><li>
Ability to present complex financial information in a clear and actionable manner.</li><li>
Strong problem-solving abilities and attention to detail.</li><li>
Advanced proficiency in Microsoft Excel and PowerPoint.</li><li>
Experience with ERP systems, financial planning tools, or business intelligence platforms is a plus.</li><li>
Ability to manage multiple priorities and deadlines in a fast-paced environment.</li><li>
Team-oriented mindset with a commitment to collaboration and continuous improvement.</li></ul>
<h2 class="jobSectionHeader"><b>Requirements</b></h2>
<ul><li>Bachelor's degree in Finance, Accounting, Business Administration, or a related field preferred.</li><li>
1+ years of relevant financial analysis, accounting, FP&amp;A, or related experience.</li><li>
Experience in marketing, event services, staffing, experiential marketing, or agency environments is a plus.</li></ul>
<h2 class="jobSectionHeader"><b>Work Environment</b></h2>
<p>This role is remote and requires:</p>
<ul><li>Reliable high-speed internet access (mobile hotspots are not acceptable).</li><li>
A dedicated, distraction-free home office environment.</li><li>
Ability to work extensively on a computer and communicate effectively with team members and leadership throughout the workday.</li></ul>
<h2 class="jobSectionHeader"><b>Authorization to Work</b></h2>
<p>Applicants must be authorized to work for any employer in the United States. M2W, Inc. is unable to sponsor or assume sponsorship of employment visas at this time.</p>
<h2 class="jobSectionHeader"><b>About M2W, Inc.</b></h2>
<p>M2W, Inc. is a nationwide experiential marketing and brand engagement agency that helps leading brands connect with consumers through innovative field marketing, event activations, product sampling, brand ambassador programs, and strategic promotional campaigns. Our team is passionate about creating memorable experiences that drive results for our clients across the country.</p>
<h2 class="jobSectionHeader"><b>Benefits</b></h2>
<ul><li>Competitive salary and bonus opportunities</li><li>
Medical, Dental, and Vision Insurance</li><li>
Paid Time Off and Company Holidays</li><li>
401(k) Retirement Plan</li><li>
Professional Development Opportunities</li><li>
Remote Work Flexibility</li><li>
Collaborative and Entrepreneurial Culture</li></ul>
<h2 class="jobSectionHeader"><b>Equal Opportunity Employer</b></h2>
<p>M2W, Inc. is an Equal Opportunity Employer and values diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected characteristic under applicable law.</p>
<p>Employment is contingent upon successful completion of applicable background screening requirements.</p></div>

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