Financial Planning & Analyst

Role: Senior Financial Analyst (FP&A)

Location: Fully Remote (Strong preference for candidates local to Lowell, MA who can work onsite Tuesday & Wednesday)
Shift: 8:00 AM – 5:00 PM EST (1-hour lunch)
Hours: 40 hours/week (No overtime or weekend work expected)
Duration: 6-month contract

Position Summary

We are seeking an experienced Senior Financial Analyst to join our Finance organization and support strategic financial planning, reporting, forecasting, and business decision-making. This role will partner closely with Finance leadership and cross-functional teams to deliver actionable financial insights, improve reporting processes, and support planning initiatives. The ideal candidate has strong FP&A experience, advanced financial modeling skills, and expertise working with enterprise planning systems.

Key Responsibilities

• Prepare and distribute monthly financial reporting packages using financial and operational metrics while ensuring timely delivery.
• Support the monthly and quarterly financial close process by gathering, analyzing, and summarizing historical and forecasted financial data.
• Perform variance analysis against budget, forecast, and prior-year results to provide meaningful business insights.
• Develop financial models and support strategic planning, investment analysis, and executive decision-making.
• Partner with senior leadership by providing financial guidance and supporting strategic initiatives.
• Standardize and enhance financial models across the organization to improve reporting consistency and efficiency.
• Support mergers and acquisitions (M&A) integration efforts, including updating financial plans and forecasts.
• Establish, maintain, and enhance financial dashboards, reporting packages, KPIs, and executive-level reporting.
• Identify and implement process improvements to increase efficiency and reporting accuracy.
• Develop product-level profit and loss (P&L) reporting and profitability analysis.
• Collaborate with Finance leadership and cross-functional partners on special projects and business initiatives.
• Partner with business and technology teams to support reporting enhancements, system implementations, and process improvements.
• Serve as a subject matter expert for financial planning and reporting systems, including Anaplan.
• Load, maintain, and analyze global corporate assumptions within TM1.
• Mentor junior financial analysts and lead cross-functional FP&A initiatives.

Required Qualifications

• Bachelor''s degree in Finance, Accounting, Commerce, Data Analytics, or a related field.
• 6–8+ years of Financial Planning & Analysis (FP&A) or Financial Analyst experience.
• Strong understanding of financial statements, budgeting, forecasting, and financial reporting.
• Advanced Microsoft Excel skills, including financial modeling.
• Experience performing variance analysis and delivering executive-level financial insights.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills with the ability to interact across all organizational levels.
• Ability to manage multiple priorities in a fast-paced, evolving environment.
• Strong interpersonal and collaboration skills.

Preferred Qualifications

• Experience within a technology company.
• CPA, CFA, or equivalent professional certification.
• Experience with enterprise planning platforms such as Anaplan, IBM TM1, or similar financial planning systems.
• Experience with Power BI or other data visualization/reporting tools.
• Experience supporting strategic planning, M&A activities, and executive financial reporting.

Preferred Skills

• Financial Planning & Analysis (FP&A),Budgeting & Forecasting , Financial Modeling , Variance Analysis , Executive Financial Reporting , Product P&L Analysis , Microsoft Excel (Advanced) , Anaplan , IBM TM1 , Power BI , Dashboard Development . Financial Close Process , Process Improvement , Strategic Planning , Business Partnering , M&A Financial Integration