Financial Planning & Analysis Analyst I

MAJOR ACCOUNTABILITIES include the following.  Other duties may be assigned. 

Support the financial team with the budgeting and forecasting process. 

• Assist with the preparation and maintenance of the annual operating and capital budgets using established templates, timelines, and procedures. 

• Collect budget information and supporting documentation from departments and review submissions for completeness and accuracy. 

• Update budget workbooks, planning files, and recurring reports. 

• Reconcile budget information and research routine discrepancies, escalating complex issues to the Director or FP&A Analyst. 

• Assist with budget calendar activities, departmental communications, and preparation of presentation materials. 

• Coordinate with the FP&A Analyst to support deadlines and maintain consistent data and reporting standards. 

Provide financial reporting and analysis support. 

• Prepare recurring financial reports comparing actual results to budget, forecast, and prior-year performance. 

• Research routine budget variances and summarize findings for review by the Director and FP&A Analyst. 

• Compile financial and operational data from multiple systems and verify the accuracy of source information. 

• Respond to routine departmental reporting questions and assist with gathering information for more complex inquiries. 

• Monitor assigned financial and operational metrics and identify unusual results that require additional review. 

• Support departmental meetings and special projects by preparing data, schedules, and other financial information. 

Maintain financial models, systems, and data integrity. 

• Update existing financial models, forecasting tools, and planning templates using established assumptions and methodologies. 

• Validate financial data for completeness, consistency, and accuracy before reports are distributed. 

• Maintain organized documentation of reporting procedures, data sources, and recurring processes. 

• Assist with testing and implementation of improvements to financial planning, reporting, and analysis tools. 
• Collaborate with the FP&A Analyst to identify opportunities to streamline routine reporting and improve team processes. 

Other Skills and Abilities                     

• Work with sensitive information and maintain confidentiality. 
• Demonstrate attention to detail and maintain accurate, complete, and organized financial records and reports. 
• Prioritize assignments, manage time effectively, and meet established deadlines with appropriate guidance. 
• Work collaboratively with the Director, FP&A Analyst, Finance team members, and departmental stakeholders. 
• Communicate questions, discrepancies, and potential issues promptly and seek guidance when assignments fall outside established procedures. 
• Demonstrate initiative, sound judgment, and a willingness to develop financial planning and analytical skills.