NorthPoint Search Group
Overview
Position:
Financial Planning Analyst Department:
Finance FTE:
Full-time Location:
Dunwoody, GA
Position Summary The Financial Planning Analyst is a pivotal contributor to the company’s financial health and strategic decision-making processes. This role is responsible for conducting in-depth financial analysis, preparing accurate forecasts, developing comprehensive financial models, and delivering critical insights to inform business strategy and performance optimization. The Analyst collaborates directly with C-level leadership to lead the budgeting process, including meticulous preparation, forecasting, and variance analysis. Additionally, this position works cross-functionally to identify key trends, optimize resource allocation, and ensure alignment with organizational objectives. The ideal candidate possesses advanced analytical capabilities, a keen eye for detail, and exceptional communication skills to effectively convey complex financial data to stakeholders at all levels.
Key Responsibilities
Bachelor’s degree in Finance, Accounting, Economics, or a related field
3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant
Healthcare sector experience is advantageous but not required
Proficiency with three-statement modeling, budgeting, and data management
Advanced Excel skills; experience with financial analysis software or BI tools is a plus
Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy
Excellent communication skills, capable of presenting complex data clearly to various stakeholders
Compensation and Benefits Benefits for Full-time positions include:
Competitive compensation (above market rates)
Paid Time Off
Benefits package: (Medical; Dental; Vision; short-term disability; Life, Accident and Cancer insurance policies, and more)
401(k) retirement plan with a company match
Paid uniforms
Tuition reimbursement
Employee Referral Bonuses
Opportunities for overtime
Professional development & opportunities for advancement
Flexible scheduling options
Employee assistance programs (EAP)
We foster a positive work environment
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field
3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant
Healthcare sector experience is advantageous but not required
Proficiency with three-statement modeling, budgeting, and data management
Advanced Excel skills; experience with financial analysis software or BI tools is a plus
Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy
Excellent communication skills, capable of presenting complex data clearly to various stakeholders
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Financial Planning Analyst Department:
Finance FTE:
Full-time Location:
Dunwoody, GA
Position Summary The Financial Planning Analyst is a pivotal contributor to the company’s financial health and strategic decision-making processes. This role is responsible for conducting in-depth financial analysis, preparing accurate forecasts, developing comprehensive financial models, and delivering critical insights to inform business strategy and performance optimization. The Analyst collaborates directly with C-level leadership to lead the budgeting process, including meticulous preparation, forecasting, and variance analysis. Additionally, this position works cross-functionally to identify key trends, optimize resource allocation, and ensure alignment with organizational objectives. The ideal candidate possesses advanced analytical capabilities, a keen eye for detail, and exceptional communication skills to effectively convey complex financial data to stakeholders at all levels.
Key Responsibilities
Bachelor’s degree in Finance, Accounting, Economics, or a related field
3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant
Healthcare sector experience is advantageous but not required
Proficiency with three-statement modeling, budgeting, and data management
Advanced Excel skills; experience with financial analysis software or BI tools is a plus
Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy
Excellent communication skills, capable of presenting complex data clearly to various stakeholders
Compensation and Benefits Benefits for Full-time positions include:
Competitive compensation (above market rates)
Paid Time Off
Benefits package: (Medical; Dental; Vision; short-term disability; Life, Accident and Cancer insurance policies, and more)
401(k) retirement plan with a company match
Paid uniforms
Tuition reimbursement
Employee Referral Bonuses
Opportunities for overtime
Professional development & opportunities for advancement
Flexible scheduling options
Employee assistance programs (EAP)
We foster a positive work environment
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field
3+ years in a finance or analyst role, ideally as an Investment Banking Analyst or Analyst Consultant
Healthcare sector experience is advantageous but not required
Proficiency with three-statement modeling, budgeting, and data management
Advanced Excel skills; experience with financial analysis software or BI tools is a plus
Strong analytical and critical thinking abilities, with a keen eye for detail and accuracy
Excellent communication skills, capable of presenting complex data clearly to various stakeholders
#J-18808-Ljbffr