Tatum by Randstad
Senior Financial Planning Analyst (Boca Raton)
Tatum by Randstad, Boca Raton, Florida, United States, 33481
Senior Financial Planning Analyst (Temp-to-Hire)
We're looking for a highly skilled and motivated
Senior Financial Planning Analyst
to join our client in
Boca Raton, FL . This is an exciting
temp-to-hire
opportunity, offering the potential for a long-term role. The position requires an initial
90-day onsite
period, transitioning to a
hybrid
work schedule afterward.
Key Responsibilities
As a Senior Financial Planning Analyst, you will play a critical role in providing in-depth financial analysis and strategic support to our leadership team. Your primary responsibilities will include: Financial Modeling:
Design, develop, and maintain complex
financial models from scratch
to support forecasting, budgeting, long-range planning, and various business initiatives. Advanced Data Analysis:
Utilize
advanced Microsoft Excel skills
to perform sophisticated modeling, scenario analysis, data manipulation, and visualization to drive actionable insights. Financial Statement Analysis:
Possess a deep and practical understanding of all core
financial statements
(Balance Sheet, Cash Flow Statement), with a specific focus on analyzing the
Profit & Loss (P&L)
statement to track performance, identify trends, and explain variances. Budgeting & Forecasting:
Lead and support the annual budget process and continuous forecasting cycles, working closely with department heads to gather inputs and challenge assumptions. Reporting:
Prepare comprehensive financial reports, presentations, and dashboards for management and executives, translating complex financial data into clear, concise, and understandable business narratives. Process Improvement:
Identify and implement enhancements to current FP&A processes, systems, and models to increase efficiency and accuracy.
Qualifications
Experience:
4+ years of progressive experience in Financial Planning & Analysis (FP&A), corporate finance, or a related analytical role. Financial Modeling Expertise:
Demonstrated, hands-on experience in building complex
financial models from scratch
(e.g., three-statement models, valuation models, operational models). Technical Proficiency:
Advanced proficiency in Microsoft Excel
is non-negotiable, including but not limited to pivot tables, VLOOKUP/XLOOKUP, conditional formatting, data validation, and financial functions, with proven experience modeling within Excel. Financial Acumen:
Strong foundational knowledge of accounting principles and a comprehensive
understanding of financial statements and the P&L . Analytical Skills:
Exceptional analytical, quantitative, and problem-solving skills, with acute attention to detail. Communication:
Excellent verbal and written communication skills, with the ability to present financial data clearly to non-financial audiences. Education:
Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant certification (e.g., CFA, CPA) is a plus.
Location and Work Structure
Location:
Boca Raton, FL Work Arrangement:
Temp-to-Hire
position. Initial Phase:
100% Onsite
for the first
90 days . Post-Transition:
Transition to a
Hybrid
work schedule (combination of onsite and remote) upon successful completion of the initial 90-day period.
We're looking for a highly skilled and motivated
Senior Financial Planning Analyst
to join our client in
Boca Raton, FL . This is an exciting
temp-to-hire
opportunity, offering the potential for a long-term role. The position requires an initial
90-day onsite
period, transitioning to a
hybrid
work schedule afterward.
Key Responsibilities
As a Senior Financial Planning Analyst, you will play a critical role in providing in-depth financial analysis and strategic support to our leadership team. Your primary responsibilities will include: Financial Modeling:
Design, develop, and maintain complex
financial models from scratch
to support forecasting, budgeting, long-range planning, and various business initiatives. Advanced Data Analysis:
Utilize
advanced Microsoft Excel skills
to perform sophisticated modeling, scenario analysis, data manipulation, and visualization to drive actionable insights. Financial Statement Analysis:
Possess a deep and practical understanding of all core
financial statements
(Balance Sheet, Cash Flow Statement), with a specific focus on analyzing the
Profit & Loss (P&L)
statement to track performance, identify trends, and explain variances. Budgeting & Forecasting:
Lead and support the annual budget process and continuous forecasting cycles, working closely with department heads to gather inputs and challenge assumptions. Reporting:
Prepare comprehensive financial reports, presentations, and dashboards for management and executives, translating complex financial data into clear, concise, and understandable business narratives. Process Improvement:
Identify and implement enhancements to current FP&A processes, systems, and models to increase efficiency and accuracy.
Qualifications
Experience:
4+ years of progressive experience in Financial Planning & Analysis (FP&A), corporate finance, or a related analytical role. Financial Modeling Expertise:
Demonstrated, hands-on experience in building complex
financial models from scratch
(e.g., three-statement models, valuation models, operational models). Technical Proficiency:
Advanced proficiency in Microsoft Excel
is non-negotiable, including but not limited to pivot tables, VLOOKUP/XLOOKUP, conditional formatting, data validation, and financial functions, with proven experience modeling within Excel. Financial Acumen:
Strong foundational knowledge of accounting principles and a comprehensive
understanding of financial statements and the P&L . Analytical Skills:
Exceptional analytical, quantitative, and problem-solving skills, with acute attention to detail. Communication:
Excellent verbal and written communication skills, with the ability to present financial data clearly to non-financial audiences. Education:
Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant certification (e.g., CFA, CPA) is a plus.
Location and Work Structure
Location:
Boca Raton, FL Work Arrangement:
Temp-to-Hire
position. Initial Phase:
100% Onsite
for the first
90 days . Post-Transition:
Transition to a
Hybrid
work schedule (combination of onsite and remote) upon successful completion of the initial 90-day period.