Financial Planning Analyst

Ovii's Interpretation of the Role

The Financial Planning Analyst builds and maintains financial models, leads budgeting and forecasting cycles, and translates results into actionable insights for senior leadership. The role works remotely with U.S. business hours and partners closely with finance leaders and department heads.

Role Snapshot

• Build and maintain dynamic financial models
• Lead annual budgeting process
• Drive rolling forecasts and updates
• Perform variance analysis and commentary
• Create executive reporting dashboards
• Collaborate with finance leaders and department heads
• Identify and implement forecasting process improvements

Must-Have Requirements

• Advanced Excel/Google Sheets
• Financial modeling
• Budgeting and forecasting
• Variance analysis
• financial planning/analysis
• budgeting
• forecasting
• Bachelor’s degree in Finance, Accounting, Economics, or related field

Nice-to-Have Signals

• FP&A tools (Anaplan, Adaptive Insights, Workday)
• MBA, CFA, or CPA credential
• BI/analytics platforms (Power BI, Tableau, Looker)
• FP&A tool experience
• MBA/CFA/CPA
• SaaS, real estate, or professional services forecasting
• MBA
• CFA
• CPA

Work Setup

• Location: United States
• Work mode: REMOTE
• Remote scope: COUNTRY_RESTRICTED
• Remote countries: United States
• Timezone: U.S. client business hours
• Employment type: Full-Time

Application Requirements

• Assessment mentioned

Not Specified in JD

• Visa sponsorship
• Salary range
• Remote eligibility details beyond United States
• Travel requirement
• Security clearance
• Coding test

What You'll Likely Work On

• Consolidate departmental inputs and prepare the annual operating and capital budgets
• Maintain rolling forecasts for revenue, expenses, and cash flow, updating models with actuals each month or quarter
• Conduct variance analysis, write explanatory commentary, and recommend corrective actions
• Build dynamic Excel/Google Sheets models and perform scenario/sensitivity analyses
• Prepare management reporting packages with dashboards and visualizations for executives
• Partner with department heads and FP&A teams to align forecasts with operational plans
• Identify inefficiencies in forecasting workflows and implement new FP&A software or data integrations

Good Fit If You Have

• Strong analytical mindset with meticulous attention to detail
• Ability to translate complex data into clear, data‑driven recommendations
• Excellent communicator who can influence senior leaders through storytelling
• Proactive in spotting trends, risks, and opportunities
• Experience in SaaS, real estate, or professional‑services forecasting is a plus