Financial Planning Analyst

About the Role:
As a Financial Planning Analyst, you'll take on more responsibility in the preparation and analysis of financial documents. You'll support a variety of financial processes and projects, focusing on the analysis of financial data to provide insights that support organizational decisions.

Responsibilities:
. Prepare detailed financial reports and summaries.
. Conduct financial analysis with some supervision.
. Support various financial forecasting processes.
. Assist in the creation and update of financial models.
. Organize and maintain comprehensive financial data records.
. Analyze sales trends and provide insights.
. Contribute to the development of financial plans and budgets.
. Collaborate with team members on financial projects.
. Monitor economic progressions and assist in relevant research.
. Ensure accuracy and consistency in financial documentation.

Skills:
. Advanced Data Entry: Proficient in detailed financial data entry.
. Financial Analysis: Capable of conducting financial analyses with oversight.
. Modeling Support: Skillful in maintaining and updating financial models.
. Report Generation: Ability to prepare thorough financial reports.
. Trend Analysis: Skilled at analyzing and summarizing financial trends.
. Budget Assistance: Assisting in budget preparation and documentation.
. Research Support: Contributing to economic and financial research activities.
. Collaboration: Effective in collaborating on team financial projects.

Level criteria P2 (for internal use only):
. Requires working knowledge and expanded conceptual knowledge in primary job family and broadens capabilities
. Understands key business drivers and builds knowledge of the company, processes and customers
. Performs a range of assignments and solves moderately complex problems under guidance of established policies and procedures
. Receives a moderate level of guidance and direction
. Impacts quality of own work and the work of others on the team may provide informal guidance to new team members
. Explains complex information to others in straightforward situations

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