Financial Planning Analyst (Hybrid)
The Financial Planning Analyst at Confidential Client supports high-visibility defense programs by developing and maintaining sales forecasts, performing variance and risk analyses, and contributing to financial planning processes such as the Annual Operating Plan and Estimate at Completion. This hybrid role involves collaboration with cross-functional teams to ensure accurate financial tracking and reporting, providing critical insights to program leadership within a complex aerospace and defense environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring an entry-level Financial Planning Analyst (Hybrid) to join a program finance team supporting high-visibility defense programs. You will support forecasting, variance analysis, and program financial controls while working closely with cross-functional teams.
- Support development and maintenance of weekly and monthly sales forecasts to align with program financial objectives
- Assist with Annual Operating Plan (AOP) data consolidation, analysis, and reporting
- Perform weekly, monthly, and quarterly variance analysis to identify cost, schedule, and performance drivers
- Contribute to Estimate at Completion (EAC) updates and ensure forecasts reflect current program status and risks
- Analyze program financial data to identify trends, risks, and opportunities and communicate insights to leadership
- Collaborate with Program Management, Engineering, Finance, and Supply Chain to support accurate financial tracking and execution
- Prepare ad-hoc financial analysis and reporting for program reviews and leadership requests
- Support continuous improvement by helping enhance forecasting processes and reporting tools
What You’ll Learn
- Hands-on experience in program financial management within a complex defense environment
- Forecasting methodologies (weekly/monthly sales forecasts and AOP development)
- Data analysis, financial modeling, and reporting using Excel and enterprise financial systems
- How to operate within a cross-functional program team and communicate financial insights to stakeholders
- Defense-industry financial practices including cost control, program reviews, and compliance basics
- Business communication and presentation of financial data, risks, and recommendations
Qualifications
You Must Have
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a closely related major completed by start date
- Experience with financial reporting, data analysis, forecasting, and/or process improvement (may include coursework or projects)
- Advanced Microsoft Excel skills (pivot tables, VLOOKUP/XLOOKUP, conditional formatting, data visualization)
- Authorization to work in the United States — U.S. citizenship is required for this role due to program access requirements
Qualifications We Prefer
- Analytical, problem-solving and decision-making skills
- Knowledge of SAP, SAP Business Warehouse, or equivalent enterprise financial systems
Compensation & Benefits
- Salary range: $62,900 - $119,700 USD (good-faith estimate representative of all experience levels)
- Benefits (may vary by business unit): medical, dental, vision, life insurance, disability coverage, 401(k) match, flexible spending accounts, flexible schedules, employee assistance programs, parental leave, paid time off, and holidays
- Eligibility for annual short‑term and/or long‑term incentive programs may apply depending on level and business unit
Work Location & Role Type
- Hybrid — regular onsite and remote work as determined with your leader. This is a U.S.-based role and some in-person interview steps may be required.
- Security clearance: Not required for this position, but U.S. citizenship is required for program access.
Why Join
Confidential Client values trust, respect, accountability, collaboration, and innovation. This is an excellent early-career opportunity to build foundational finance skills on complex defense programs while working alongside experienced program finance professionals.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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