Finance & Business Planning Analyst

Position Overview

The Finance & Business Planning Analyst will support corporate finance activities including headcount planning, G&A budgeting, capital planning, invoice management, forecasting, and executive reporting. This role will partner across Finance, Accounting, Operations, HR, and business leaders to maintain financial models, coordinate budget submissions, prepare management reporting, and support strategic planning initiatives.

The ideal candidate has strong Excel and financial modeling skills, attention to detail, and the ability to work independently in a fast-paced environment.

Primary Responsibilities

Headcount Planning & Workforce Forecasting (25%)

• Maintain headcount planning files and workforce forecasts.
• Track hires, attrition, vacancies, backfills, and organizational changes.
• Reconcile forecasted headcount to HR and finance systems.
• Support monthly, quarterly, and annual workforce planning exercises.
• Prepare headcount reports and leadership summaries.
• Assist with organizational restructuring and cost-saving initiatives.

Corporate G&A Planning & Reporting (25%)

• Maintain G&A budgets and forecasts across multiple departments.
• Consolidate budget submissions from business leaders.
• Track spending trends versus budget.
• Prepare variance analyses and executive summary reporting.
• Support annual budgeting and monthly forecast updates.
• Assist in identifying cost reduction opportunities and tracking savings initiatives.

Capital Planning & Forecasting (20%)

• Support development and maintenance of capital expenditure forecasts.
• Track capital project spend against approved budgets.
• Assist with capitalized payroll calculations and allocation reporting.
• Coordinate with Accounting and Operations on capital project updates.
• Prepare capital planning schedules and management reporting.

Invoice Processing & Financial Administration (15%)

• Review vendor invoices for accuracy and proper coding.
• Track invoice approvals and payment status.
• Coordinate with Accounts Payable and business stakeholders.
• Maintain invoice trackers and accrual schedules.
• Assist with budget and contract spend monitoring.

Executive Reporting & Ad Hoc Analysis (15%)

• Prepare PowerPoint presentations and management reports.
• Build and maintain Excel-based financial models.
• Support monthly operating reviews and budget presentations.
• Conduct ad hoc financial analyses and scenario modeling.
• Assist with strategic projects and special finance initiatives.

Required Skills

Technical Skills

• Advanced Microsoft Excel
• Pivot Tables
• XLOOKUP/VLOOKUP
• SUMIFS
• Financial modeling
• Data analysis
• PowerPoint presentation development
• Financial planning and forecasting experience
• Budgeting and variance analysis
• Strong analytical and organizational skills

Preferred Skills

• SAP experience
• Oracle, Hyperion, or similar planning tools
• Fieldglass experience
• Workforce planning experience
• Capital project accounting exposure
• Power BI or reporting tools

Experience Requirements

Required

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 3 7 years of finance, financial planning, accounting, or business operations experience.

Preferred

• FP&A experience.
• Headcount planning and workforce forecasting.
• Corporate budgeting and forecasting.
• Capital planning and project finance support.
• Experience supporting executive leadership.

Deliverables / Success Measures

The contractor will:

• Maintain accurate headcount forecasts.
• Deliver timely monthly forecast updates.
• Ensure budget models remain current.
• Track and process invoices with minimal delays.
• Produce executive-ready reporting and presentations.
• Improve finance processes and reporting efficiency.
• Reduce manual effort required from management and finance leadership.