Finance & Accounting

Financial Planning Analyst

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Job typeOther PostedOct 30, 2026 Apply byNov 29, 2026

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About this position

Financial Analyst / FP&A Analyst

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Position Summary

We are seeking a motivated and analytical Financial Analyst / FP&A Analyst to support financial planning, reporting, forecasting, and business analysis. This role will work closely with cross-functional teams to analyze financial and operational data, identify trends, support business planning, and provide actionable insights to leadership.

The ideal candidate is detail-oriented, analytical, comfortable working with complex data, and interested in leveraging financial systems and technology to improve processes and reporting.

Key Responsibilities

  • Manage and maintain OneStream permissions, hierarchies, uploads, and related system activities.
  • Collaborate with cross-functional teams to gather, analyze, and interpret financial and operational data.
  • Perform detailed financial, variance, and trend analysis to identify key performance indicators and business insights.
  • Develop and maintain financial models, forecasts, budgets, and scenario analyses to support short- and long-term business planning.
  • Prepare accurate and timely financial reports for management and key stakeholders.
  • Support monthly, quarterly, and annual financial reporting processes.
  • Assist with the annual planning and budgeting process.
  • Conduct ad-hoc financial analysis and support special projects as needed.
  • Identify opportunities to improve financial processes, reporting, and data management.
  • Assist with financial systems administration and contribute to process improvement initiatives.

Required Qualifications

  • 1–2 years of experience in FP&A, financial analysis, accounting, or a related field.
  • Bachelors degree in Finance, Accounting, Economics, Business, or a related discipline.
  • Experience with financial planning and analysis, including budgeting, forecasting, variance analysis, and scenario analysis.
  • Strong understanding of financial concepts, financial modeling, and forecasting techniques.
  • Advanced proficiency with Microsoft Excel and experience working with complex data sets.
  • Experience with ERP systems, financial planning software, or reporting platforms; OneStream experience is highly preferred.
  • Strong analytical, critical-thinking, and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Strong attention to detail and ability to maintain accuracy in financial reporting.
  • Ability to work independently, prioritize multiple responsibilities, and meet deadlines in a dynamic environment.

Preferred Qualifications

  • Experience administering or supporting OneStream or similar financial planning and consolidation platforms.
  • Experience with financial systems, reporting automation, or data analytics tools.
  • Interest in emerging technologies, automation, and AI-driven financial processes.
  • Experience with process improvement or developing more efficient reporting workflows. xihmbke
  • Power BI, SQL, Python, or other analytical/technology experience is a plus.

Location and commute

Charlotte, NC 28245.

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How to apply

Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3221069004.