Financial Planning Analyst

Company Profile

At Sand Cherry Associates, we excel in the design and delivery of strategic customer-centric initiatives through digitally-native, data-empowered solutions. Our client’s confidence in us is centered on exceptionally skilled, high-energy talent working with the support of the full Sand Cherry Team. Finding the right match for this role is a critical aspect of our success.

Overview

The Financial Planning Analyst, FP&A will be responsible for delivering financial analysis and insights to inform strategic decisions across the business. This role will analyze and reconcile accounts, prepare and annotate variance reporting, and work with operating plans to create financial forecasts and budgets. This role will also perform research to understand the accounting consequences of alternative approaches. As an integral part of the Finance team, you will drive the financial planning process, provide analytical support, and contribute to the ongoing development of financial strategy for a large financial services company. This is a full-time consulting role. Qualified candidates must live in the Denver metro area and be willing to work in office. This role is not eligible for visa sponsorship now or in future.

Responsibilities:

Financial Analysis & Reporting:

• Prepare and analyze financial reports, including monthly, quarterly, and annual statements.
• Develop insightful management reports that highlight financial performance against key metrics.
• Assist in analyzing trends and variances in key financial metrics, provide insight on deviations.

Budgeting & Forecasting:

• Develop and maintain complex financial forecasting models.
• Monitor actual performance against budgets/forecasts and recommend corrective actions.

Business Partnering:

• Partner with senior leaders to understand business needs and provide financial insights.
• 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.

Scenario Modelling & Decision Support:

• 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.

Continuous Improvement:

• 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.

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 2+ years of experience in Financial Planning & Analysis, financial consulting, or a related role.
• Experience working in the financial services industry is a plus.
• Proven skills in financial modeling, data analysis, and ability to interpret complex data to derive meaningful insights.
• Strong knowledge of accounting and finance principles.
• Must be proficient in the use of Microsoft Excel software and have a working knowledge of different financial management applications.
• Experience with data visualization tools such as Power BI is helpful
• Solid understanding of financial concepts and drivers of business value; ability to link financial performance to business strategy.
• Excellent written and verbal communication skills with the ability to present in a clear and concise manner to senior management and non-financial stakeholders.
• Must be detail oriented and adaptable to change.
• Strong focus on accuracy, completeness, and the quality of financial data and analysis.
• Familiarity with budgeting, forecasting, and variance analysis in a large corporate environment.

Compensation

For individuals assigned and/or hired to work in Colorado, Sand Cherry Associates is required by law to include a reasonable estimate of the compensation range for this role. This compensation range considers a wide range of factors considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and delivery model. This is a 6-12 months+ consulting engagement with an expected salary of $75-95k. Years of experience, level of education, geographic location, unique skills/qualifications for the specific role and potential certifications can be key factors in the final compensation for this role.

Our team is unique — we are passionate about what we do. At Sand Cherry, our Consultants know they are impacting and shaping our clients’ industries. We recognize our employees for their contributions. Our culture is one of the most friendly and communicative in the consulting industry. Sand Cherry is not a top-heavy organization. We offer the opportunity to be part of a digital workforce. Discover the experience that only comes with self-responsibility in the workplace. Our team members manage their own workloads and are expected to deliver exceptional work for our clients. Professional career growth is one of our main priorities, as we affirm that investing in our Consultants and empowering our people will also deliver the best results and value for our clients.