Financial Planning & Analysis, Analyst III
Veracity Solutions
Financial Planning & Analysis, Analyst III
The FP&A Analyst III will play a key role in supporting strategic planning, budgeting, forecasting, and performance improvement initiatives across the organization. This position requires strong analytical capabilities, financial modeling expertise, and cross-functional collaboration to provide data-driven insights that guide business decisions.
Key Responsibilities
- Support annual budgeting, long-range planning, and financial forecasting processes.
- Perform detailed financial modeling, variance analysis, and cost-benefit evaluations.
- Identify cost-saving opportunities and monitor operational performance trends.
- Partner with business units to support financial reporting, audit readiness, and compliance.
- Communicate financial insights and recommendations to senior leadership.
- Leverage data analytics and modeling tools to drive strategic decision-making.
Must-Have Qualifications
- Education: Bachelor's degree in Finance, Business, Accounting, or a related field.
- Experience: Minimum 3 years of Financial Planning & Analysis or directly related business experience.
- Strong business acumen and ability to apply financial insights to operational performance.
- Excellent communication, collaboration, and problem-solving skills.
Preferred / Nice-to-Have Skills
- Project Management: 1+ year of experience leading or supporting financial projects.
- Technical Proficiency:
- Advanced Excel (pivot tables, macros, complex formulas, data visualization).
- Intermediate SQL and/or SAS for data analysis.
- Familiarity with ERP systems (Oracle, SAP, NetSuite) and BI tools (Power BI, Tableau).
- Certifications (preferred): MBA, CPA, CFA, or FMVA.
- Experience in budgeting, forecasting, variance analysis, and financial modeling within large or matrixed organizations.
A proactive and detail-oriented financial professional who builds strong relationships, shares expertise, and adapts to feedback. The candidate should demonstrate a balance of technical skill and strategic thinkingusing data to inform decisions, improve financial performance, and support organizational growth.
Veracity SolutionsVacancy posted 3 days ago
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