Financial Planning Analyst
Infinx
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
ERPOracle
About the role
- Develop and maintain financial models to support annual budgeting and quarterly forecasting cycles
- Analyze financial performance versus budget and forecast to identify key trends, risks, and opportunities
- Partner with business leaders to understand operational drivers and integrate them into financial forecasts
- Prepare monthly and quarterly financial reports, dashboards, and variance analyses
- Support management with ad-hoc financial analyses to evaluate business performance and strategic initiatives
- Consolidate financial data from multiple sources to deliver accurate and timely insights
- Assist in evaluating investment opportunities, cost-saving initiatives, and ROI for strategic projects
- Provide scenario modeling and sensitivity analyses to support planning and leadership decisions
- Identify opportunities to streamline financial processes, automate reporting, and enhance data accuracy
Requirements
- Master's degree in Business Administration
- 2-3 years in financial planning & analysis or related roles
- Strong hands-on experience with Excel and financial modeling
- Experience in healthcare tech or SaaS environment preferred
- Experience with data visualization tools (e.g., PowerBI, Tableua) preferred
- Experience with ERP or financial systems (e.g., NetSuite, SAP, Oracle) preferred
- Excellent organizational, time management, communication, and interpersonal skills
- Ability to multitask, adapt to fast moving and ambiguous environments, and bring clarity through structured problem solving and prioritization.
Benefits
- Access to a 401(k) Retirement Savings Plan.
- Comprehensive Medical, Dental, and Vision Coverage.
- Paid Time Off.
- Paid Holidays.
- Additional benefits, including Pet Care Coverage, Employee Assistance Program (EAP), and discounted services.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial modelingbudgetingforecastingvariance analysisscenario modelingsensitivity analysisdata consolidationcost-saving analysisROI evaluationfinancial performance analysis
Soft skills
organizational skillstime managementcommunication skillsinterpersonal skillsmultitaskingadaptabilitystructured problem solvingprioritization
Certifications
Master's degree in Business Administration