Financial Planning Specialist

Summary

The Financial Planning Specialist supports budgeting, forecasting, and financial analysis for a retail division. This role prepares financial reports, analyzes variances, and provides insights to support business decision-making. The position requires collaboration with cross-functional teams and strong analytical and Excel skills.

Responsibilities

• Prepare and maintain budgets, forecasts, and long-range plans.
• Perform monthly variance analysis and explain key drivers to stakeholders.
• Develop financial models and ad-hoc analyses to support strategic initiatives.
• Consolidate financial data and produce regular reporting packages for management.
• Collaborate with merchandising, operations, and accounting teams to align financial plans.

Requirements

• Bachelor's degree in Finance, Accounting, or related field.
• 2+ years of experience in financial planning and analysis or related finance role.
• Advanced Excel skills and experience with financial modeling.
• Strong analytical, organizational, and communication skills.
• Ability to manage deadlines and work effectively with cross-functional teams.