Financial Planning analysis

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Have someone assist with monthly financials, budget prep, cash flow, and reports. Job Summary: We are seeking a highly analytical and detail-oriented FP&A Analyst to join our Finance team. This role will be responsible for driving financial planning processes, maintaining monthly budgets and forecasts, preparing lender reports, and managing cash flow analysis. The ideal candidate will have a strong grasp of financial modeling and reporting, with the ability to translate data into actionable insights that support business growth and strategic decision-making. Key Responsibilities: Prepare and maintain monthly budgets and forecasts, collaborating with department leaders to ensure accuracy and alignment with business objectives Monitor and analyze actual performance vs. budget/forecast; provide clear variance explanations and recommend corrective actions Develop and distribute monthly financial reports for lenders, ensuring timely and accurate communication of key financial metrics and compliance with reporting requirements Perform cash flow analysis and forecasting to support liquidity planning, capital allocation, and risk management Partner with business units to understand financial performance, cost drivers, and investment opportunities Build and maintain dynamic financial models to support strategic planning and scenario analysis Assist with annual budgeting and long-range planning processes Support audit preparation and other regulatory or stakeholder reporting needs Provide ad hoc financial analysis and reporting as requested by leadership Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s or MBA a plus) 2–5 years of experience in FP&A, corporate finance, or similar roles Strong proficiency in Excel and financial modeling; experience with ERP systems (e.g., NetSuite, SAP, Oracle) and BI tools (e.g., Power BI, Tableau) preferred Excellent understanding of financial statements, budgeting, forecasting, and cash flow management Strong written and verbal communication skills, with the ability to present financial information to non-financial stakeholders Self-motivated, organized, and capable of managing multiple priorities in a fast-paced environment Preferred Skills: Experience working with external stakeholders such as lenders or investors Familiarity with debt covenants, financial ratios, and compliance reporting CPA, CFA, or other financial certifications a plus Industry experience in construction

Keyword: Power BI

Price: $100.0

Financial Report Cash Flow Analysis Budgeting & Forecasting Software