Financial Planning and Analysis Specialist

About the role

The Financial Planning and Analysis Specialist will support the finance team by preparing, maintaining and analysing financial, accounting, pricing and operational reports. This role contributes to forecasting, budgeting, variance analysis and management reporting, ensuring data accuracy and compliance.

Key responsibilities

• Prepare, maintain and analyse financial, accounting, pricing and operational reports.
• Support forecasting, budgeting, variance analysis and management reporting activities.
• Create, maintain and upload financial templates, report files and budgeting workbooks.
• Aggregate, validate and reconcile data from multiple sources for FP&A and Pricing teams.
• Assist in pricing and rate‑management activities, including data compilation, rate analysis and reporting support.
• Maintain accounting and financial records in ERP/Accounting systems and Excel.
• Develop dashboards, trackers and ad‑hoc reports using Excel and Power BI.
• Ensure data accuracy, integrity and compliance with reporting standards.
• Identify process‑improvement, AI and automation opportunities to increase efficiency.
• Document processes and support continuous‑improvement initiatives.

Required profile

• Bachelor’s degree in Accounting, Finance, Business Administration or a related field (MBA preferred).
• 2‑3 years of experience in accounting, finance operations, budgeting, reporting or FP&A support.
• Strong understanding of accounting principles and financial reporting.
• Detail‑oriented, organized and able to manage multiple priorities in a fast‑paced environment.
• Strong analytical, problem‑solving and communication skills.

Required skills

• Advanced Microsoft Excel (pivot tables, XLOOKUP/VLOOKUP, formulas, data analysis).
• Experience with ERP/Accounting systems such as Dynamics 365, QuickBooks, SAP or Oracle.
• Basic knowledge of Power BI for data visualization and reporting.