Forecast, Planning & Analysis Analyst
The Forecast, Planning & Analysis Analyst supports financial forecasting, management reporting, and business unit financial analysis to aid decision-making and performance improvement. This role involves developing financial forecasts, analyzing trends and costs, preparing budgets and reports, and collaborating with stakeholders to support business strategy and identify risks and opportunities. The analyst works closely with senior team members in a dynamic, team-based environment to ensure data integrity and contribute to continuous process improvements.
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.
Position Overview
Confidential Client is hiring a Forecast, Planning & Analysis (FP&A) Analyst to support forecasting, management reporting, and business‑unit financial analysis. This is an entry‑to‑early‑career, full‑time role based in Independence, OH. The role involves building forecasts and models, preparing variance and performance analyses, ensuring data integrity, and communicating insights to stakeholders.
What You’ll Do
- Support development and maintenance of revenue and profit-based forecast models.
- Prepare budgets, forecasts, variance analyses, and routine/ad‑hoc reports under guidance from senior FP&A staff.
- Monitor actual financial results versus plan; surface trends, risks, and opportunities.
- Analyze operations, trends, costs, and revenue drivers to project future performance.
- Assist with client segmentation, profitability analysis, and pipeline conversion analyses.
- Assemble and summarize data for management reviews and present clear, data‑driven findings.
- Participate in special projects, benchmarking, and process improvement initiatives.
- Help maintain data accuracy and integrity across forecasting and reporting tools.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 0–3 years of analytical experience in finance or a related business role; entry‑level candidates encouraged to apply.
- Familiarity with budgeting, forecasting, and basic financial modeling.
- Foundational knowledge of accounting principles (GAAP) and financial policies.
- Proficient in Microsoft Excel and comfortable with Outlook, PowerPoint, Word; experience with reporting/ERP tools (Hyperion, NetSuite, etc.) is a plus.
- Strong analytical, problem‑solving, and communication skills.
- Professionalism, high ethical standards, and the ability to maintain confidentiality.
Competencies & Attributes
- Team player who thrives in a fast‑paced, collaborative environment.
- Eager to learn, receptive to feedback, and motivated to grow technical FP&A skills.
- Strong organizational skills and the ability to meet deadlines while prioritizing tasks.
- Ability to translate data into clear insights and recommendations for non‑technical stakeholders.
- Attention to detail and commitment to data accuracy.
Compensation & Location
- Location: Independence, OH (on‑site or hybrid as determined by Confidential Client).
- Salary: $68,000 – $85,000 per year (reported by source).
- Employment type: Full‑time.
Why Apply
This is a hands‑on FP&A role that provides exposure to forecasting, financial modeling, and business partnering across functions — a strong opportunity for candidates launching a finance career or seeking growth in financial planning & analysis.
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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