Senior Business & Planning Analyst

American Psychological Association

Senior analyst managing financial planning, budgeting, royalties, and reporting for APA Publishing. Supporting strategic decisions, technology projects, and stakeholders at the American Psychological Association.

Posted 8/9/2026full-timeRemote • Alaska, California, Colorado, District of Columbia, Hawaii, Iowa, Louisiana, Montana, New York, North Dakota, Ohio, Rhode Island, Washington, Wyoming • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial tracking, reporting, and analysis, with strong capabilities in budget preparation and data manipulation. Proficient in using advanced Excel and GL software to support strategic financial decisions and stakeholder communication.

Highest-signal resume keywords

Financial TrackingBudget PreparationData AnalysisAgile FrameworkAdvanced Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data GatheringBudgetingFinancial ReportingKPI GenerationContract ManagementQuery WritingReport GenerationTrend AnalysisFinancial Variance AnalysisBusiness Case Development

Soft Skills

Organizational SkillsCommunication Skills

Tools & Technologies

PlanfulSalesforceJIRAOracleMicrosoft DynamicsPowerPoint

Industry Keywords

Financial ManagementPublishingRevenue ForecastingExpense ForecastingStakeholder Engagement

Tech Stack

Tools & technologies

Oracle

About the role

Key responsibilities & impact

Provide financial tracking, reporting, and analysis support for the Director of Business & Planning
Work with Finance, ITS, and APA Publishing departments to provide sales and financial reports
Create and submit the APA Publishing budget
Present financial data to key stakeholders and the Publishing Management Team
Prepare monthly financial packages and department-specific financial reports
Review and research inaccuracies and make necessary adjustments
Gather data from multiple systems and generate KPI-based reports for strategic decisions
Calculate, manage, and distribute books and journals royalties according to contractual agreements
Assist with semiannual revenue and expense forecasting
Verify financial information is accurately reflected in Planful
Assist with compiling the annual APA Publishing budget
Manage new technology projects using the Agile framework
Create business cases, obtain stakeholder approvals, and work with product owners and developers on PUBS priorities
Prepare monthly financial reports for APA Books stakeholders using financials, inventory, eBook sales, and trend analysis
Manage contract-related processes, including approvals and legal-database uploads
Provide ad hoc reporting, including sales reports by product, region, and country
Collect, manipulate, and present data to support strategic decisions
Use emerging technologies and practices to improve and streamline Financial Management processes
Perform assigned ad hoc financial reporting, special projects, and backup support

Requirements

What you’ll need

Bachelor’s degree preferred in business administration, accounting, or finance
Minimum of 5 years of experience in data gathering/analysis, budgeting/finance, and/or business analysis
Strong organizational and communication skills
Ability to communicate financial results and financial variances/metrics to senior management
Ability to articulate key business metrics and drivers
Advanced Excel spreadsheet capabilities
Intermediate GL software skills with a package such as Oracle, Microsoft Dynamics, or Navigator preferred
Intermediate PowerPoint skills
1–2 years of experience writing/modifying queries and generating reports out of Salesforce
1–2 years of experience in JIRA or other project management software
Experience with Agile framework and business-case development
Qualified candidates must submit a resume and cover letter specifying salary expectations
Must be eligible for remote work under APA’s Flexible Work Policy; remote employees may not work from the listed restricted states and U.S. territories

Benefits

Comp & perks

Remote Work/Flexible Scheduling
401(k) option with employer match of up to 4%
Medical, dental, and vision insurance options
Outpatient mental health benefit
Paid personal/vacation time
12 paid holidays
Family/Medical Leave
Tuition assistance
Employee Assistance Program (EAP)
Short- and long-term disability insurance