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Senior Financial Planning Analyst

Creative Financial Staffing

Senior Financial Planning Analyst

Are you an FP&A professional who enjoys turning complex financial data into meaningful business insights? This is an opportunity to join a highly respected professional services organization where you'll have direct exposure to leadership, own high-impact projects, and help drive strategic decision-making.

Why This Opportunity Stands Out

  • Highly visible role supporting firm leadership and key business initiatives
  • Opportunity to influence decisions through financial analysis and reporting
  • Blend of FP&A, business intelligence, reporting, and project work
  • Collaborative environment with strong cross-functional partnerships
  • Exposure to compensation analytics, financial operations, and strategic planning
  • Opportunity to become a subject matter expert in financial systems and reporting
  • Professional, stable organization with a strong reputation and culture
  • Comprehensive benefits package including bonus potential, 401(k), health coverage, PTO, and paid holidays

What You'll Do

  • Deliver financial reporting, dashboards, and analytics that support business and operational decisions
  • Analyze financial performance, trends, and key metrics for leadership teams
  • Support monthly, quarterly, and annual reporting processes
  • Develop and enhance reporting solutions using Excel, SQL, Power Query, and business intelligence tools
  • Lead special projects and ad hoc analyses from concept to completion
  • Partner with multiple departments to provide data-driven insights and reporting support

What We're Looking For

  • Bachelor's degree in Finance, Accounting, or related field
  • 7+ years of FP&A, finance, accounting, or financial reporting experience
  • Advanced Excel skills, including Power Query, pivot tables, complex formulas, and automation
  • Experience with SQL, databases, and business intelligence tools such as Tableau
  • Strong analytical, communication, and project management capabilities
  • Professional services or law firm experience is a plus
  • CPA preferred but not required

If you're looking for a role that combines financial analysis, technology, and business partnership while providing strong visibility across the organization, we'd love to connect.

Creative Financial Staffing
Vacancy posted 4 days ago
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