Financial Analyst II, FP&A Corporate Planning

Job Summary

The Financial Analyst II, Corporate Planning supports the FP&A organization by independently leading assigned financial planning, business analytics and decision support activities that enable informed operational, financial and strategic decisions across the organization. The position serves as the primary Finance business partner for assigned departments, functions or business units while leading budgeting, forecasting and analytical initiatives of increasing complexity.

Working collaboratively with business leaders and Finance colleagues, the role develops financial models, evaluates business performance and provides actionable recommendations that support operational improvements and strategic initiatives. The Financial Analyst II leverages technology, automation and data analytics to continuously improve financial processes, strengthen reporting capabilities and enhance organizational decision-making.

Essential Functions, Duties and Responsibilities

Corporate Planning & Analysis

• Leads budgeting, rolling forecast and planning activities for assigned departments, functions and business units while coordinating planning assumptions with business stakeholders.
• Develops and maintains forecasts for assigned functional areas while preparing significant components of the consolidated income statement, balance sheet and cash flow forecasts in partnership with senior FP&A team members.
• Develops business cases, capital investment analyses and financial evaluations supporting operational improvements and strategic initiatives.
• Evaluates planning assumptions, forecast accuracy and changing business conditions to recommend updates and improve planning quality.
• Prepares executive-ready financial analyses, planning materials and presentations supporting Finance leadership and departmental management.

Business Analytics & Performance Management

• Develops and maintains meaningful KPIs, dashboards and performance metrics that provide actionable insights for assigned business areas.
• Analyzes financial and operational performance by identifying trends, risks, opportunities and key business drivers while translating findings into practical business recommendations.
• Evaluates profitability, operating performance and financial results against budget, forecast and prior periods to support operational and strategic decision-making.
• Synthesizes financial and operational information into concise analyses and presentations that enable informed management decisions.

Financial Modeling & Structured Forecasting

• Develops and enhances driver-based financial models supporting budgeting, forecasting, scenario analysis and business planning.
• Builds financial models and analytical tools for assigned initiatives while continuously improving existing model design, efficiency and usability.
• Ensures model integrity through standardized design, documentation, validation and testing.
• Identifies opportunities to improve model scalability, automation and consistency through enhanced modeling practices.

Technology, Automation & Continuous Improvement

• Leverages technology, automation, AI and analytical tools to improve financial planning, reporting and business analysis.
• Develops scalable reporting solutions, dashboards and analytical tools that improve efficiency and reduce manual effort.
• Partners with Finance Technology & Transformation to implement reporting enhancements, improve data quality and strengthen analytical capabilities.
• Continuously evaluates opportunities to simplify Finance processes through automation, standardization and improved use of technology.

Business Partnership & Cross-Functional Collaboration

• Serves as the primary Finance business partner for assigned departments, functions or business units by providing proactive financial guidance and analytical support.
• Challenges assumptions, validates financial and operational information, and develops objective financial analyses that support informed business decisions.
• Partners across finance and operational teams to support planning activities, business initiatives and organizational priorities.
• Communicates financial information, analytical findings and recommendations clearly and effectively to Finance leadership and business stakeholders.
• Leads assigned planning, forecasting and analytical initiatives while coordinating activities across Finance and assigned business functions.

Educational and Experience Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics or a related quantitative discipline.
• Three to five years of progressive experience in Financial Planning & Analysis, corporate finance, accounting or a related analytical role.
• Demonstrated experience supporting budgeting, forecasting, financial modeling and business performance analysis.
• Advanced Microsoft Excel skills including financial modeling, data analysis and automation techniques.
• Experience with ERP systems, SAP preferred.
• Experience with Power BI, Tableau or comparable business intelligence tools preferred.
• Experience within a manufacturing or operational environment preferred.

Knowledge, Skills, and Abilities

• Strong analytical, financial modeling and problem-solving skills with the ability to evaluate complex business and financial issues.
• Ability to translate financial and operational information into meaningful business insights and practical recommendations.
• Demonstrated ability to independently manage planning activities and analytical assignments while balancing multiple priorities.
• Strong business acumen with the ability to understand operational drivers and their financial impact.
• Effective written and verbal communication skills with the ability to present financial information to Finance leadership and business stakeholders.
• Continuous improvement mindset with a passion for simplifying processes, leveraging technology and improving organizational decision-making.
• Demonstrates sound judgment, professionalism and accountability when handling confidential financial information.
• Ability to build collaborative relationships across Finance and the broader organization while effectively supporting cross-functional initiatives.

Skill Requirements

• Typing/computer keyboard 
• Utilize computer software (specified above) 
• Retrieve and compile information 
• Maintain records/logs 
• Verify data and information 
• Organize and prioritize information/tasks 
• Operate office equipment 
• Advanced mathematical concepts (fractions, decimals, ratios, percentages, graphs)
• Verbal communication 
• Written communication 
• Public speaking/group presentations
• Research, analyze and interpret information 
• Investigate, evaluate, recommend action 
• Leadership and supervisory, managing people
• Basic mathematical concepts (e.g. add, subtract) 
• Abstract mathematical concepts (interpolation, inference, frequency, reliability, formulas, equations, statistics)

Physical Requirements

• Sitting for extended periods 
• Extended periods viewing computer screen 
• Walking 
• Reading 
• Speaking 
• Hear/Listen
• Maintain regular, punctual attendance
• Repetitive Motions 
• Pushing/Pulling 
• Bending/Stooping 
• Reaching/Grasping 
• Writing

Hazards

• Normal office environment 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.